Tracy D. Barrett
Partner

Tracy joined AgeeFisherBarrett in 2000 in the Auditing and Assurance Department and was promoted to Partner in 2007. He then became the Director of the Insurance Group. As Director of the Insurance Group, Tracy oversees all regulatory examination work. Companies examined primarily include traditional property and casualty insurance companies, captives, self-insured funds and health maintenance organizations.

In addition to audit, he also has extensive experience with international taxation, tax services for individual, fiduciary and corporate clients, including assisting companies with obtaining corporate financing and bonding, as well as cancellation of debt, recourse and non-recourse. Tracy is heavily involved in the insurance, hedge fund, real estate and construction fields, as well as tax compliance for financial institutions .

Tracy graduated cum laude with a Bachelor of Business Administration in Accounting from the University of Georgia in 1994. He is an avid golfer and an active member of the Georgia Society of Certified Public Accountants (GSCPA), the American Institute of Certified Public Accountants (AICPA), the Society of Financial Examiners (SOFE) and the Insurance Accounting and Systems Association (IASA).

Stein K. Agee
Partner

Stein started his accounting career in 1996 as an intern with AgeeFisherBarrett, LLC. In 2000 he joined the Firm full time in the Audit Department. He became Director of Operations in 2003, Partner in 2007 and assumed the role of Tax Services Partner in 2009.

Stein provides accounting and attestation, tax and consulting services within the AgeeFisherBarrett auditing and tax departments. His experience spans an array of industries, such as insurance, automobile and heavy equipment dealerships, manufacturing and many others. Stein oversees all of the Employee Benefit Plan audits, as well as the tax services which correspond to those ERISA audits. At AFB, he is responsible for overseeing general operations of the Firm, human resources and technology, as well as client relationships.

Stein was an Eagle Scout as a young man, then received his Bachelors degree in Accounting and Finance from Indiana University’s Kelley School of Business in 2000. Some of his professional affiliations include The American Institute of Certified Public Accountants (AICPA), Georgia Society of Certified Public Accountants (GSCPA), Society of Financial Examiners (SOFE) and the Insurance and Accounting Systems Association (IASA).

Corey T. Agee
Partner

Corey began his accounting career as in intern at AgeeFisherBarrett, LLC during high school and college, then, upon graduation from college, joined the Firm full time in 2005. He was promoted to Partner in 2007.

Corey specializes in Audit for the Firm, assuming much of the responsibility for the department. His clients are comprised primarily of automobile and heavy equipment dealerships, insurance and construction contractors, as well as many other diverse industries. Corey shares his time with the Tax Department, working with LIFO calculations, financial advisors, tax work for retirement plans, plus corporate and individual tax returns.

He proudly attained the rank of Eagle Scout as a young man, and then graduated from Indiana University’s Kelley School of Business in 2005 with a Bachelor of Science in Accounting. Corey is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA).

Jack E. Fisher
Partner

Jack began his career with the IRS as a Revenue Agent in 1972. He was in tax and audit at Price Waterhouse for five years, partner-in-charge at the Atlanta office of a regional accounting firm, and started Fisher & Company in 1982. In 1984, he and his long time friend and colleague, Ed Agee, formed what is now AgeeFisherBarrett, LLC.

The scope of Jack’s experience is extremely diversified, including specialized tax, IRS litigation work and mergers and acquisitions. Recently, he has been heavily involved in real estate and has successfully developed several low density conservation easements in North Carolina. Jack has been dividing his time between North Carolina and Atlanta, while maintaining an active role in specialized consulting projects, client service and as a valued mentor and advisor to AgeeFisherBarrett, LLC.

Jack graduated magna cum laude from Mars Hill College in Mars Hill, North Carolina, with a Bachelor of Business Administration. He is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA) and the North Carolina Society of Certified Public Accountants (NCSCPA).

Edward C. Agee
Partner - In Memoriam

Ed began his accounting career in 1971 with Price Waterhouse in North Carolina, followed by a four year international stint, implementing various international accounting standards. After organizing a regional firm, which was subsequently merged into Touche Ross & Co., Ed, along with Jack Fisher, formed what is now AgeeFisherBarrett, LLC in 1984. It was Ed’s leadership, dedication, talent and panache that was instrumental in making the Firm what it is today. Sadly, Ed passed away in November 2009, but his legacy lives on in AgeeFisherBarrett, LLC, a center of excellence in the Atlanta accounting community.