About Us

Since 1987 Cash Tracks Financial Inc. has been known for providing fast, professional accounting and tax services.  With new ownership in 2004, Cash Tracks Financial Inc. added life insurance & investment services to better serve wide variety of individual and business clients.  We build relationships by going the extra mile to offer custom-tailored insight, support, and guidance for each client.  As a small firm, we focus on serving the unique needs of our clients on a one-to-one basis. We are accessible, flexible, and personal.

We provide assistance for those who have changed jobs and have a retirement plan (401k, 403b, etc.) with their former employer.  Our consultations include discussing both the rollover options and the tax implications. 

 

Staff Profiles

Marcelino Dodge, EA, CFS

Marcelino Dodge, EA started with Mutual of Omaha in the life insurance and investment business in 1995.  Then, in 2000 Marcelino began working in the tax business.  With the original owner retiring in 2004, Marcelino jumped at the chance to buy Cash Tracks Financial Inc.  As Marcelino expanded his knowledge in individual and business taxes, he took the Internal Revenue Service (IRS) Special Enrollment Examination (SEE) in 2005.  Upon successfully passing all four parts, he received his Enrolled Agent Certificate from the IRS in the Spring of 2006.

Marcelino is passionate about helping individuals and businesses pay as little tax as possible.  With over 20 years of  experience in tax and financial services, Marcelino is ready to help you reduce your tax burden and to reach your financial goals.  As an Enrolled Agent, Marcelino can prepare tax returns, offer financial reviews, and provide tax planning for businesses and individuals across the country.   He is a member of the National Association of Tax Professionals and is the Featured Local Tax Preparer on PTIN.org. Marcelino specializes in providing services to individuals, partnerships, corporations, LLC’s, truck drivers, farms, and ranches.