UPDATE : We are NOT accepting new tax clients! Tea & Taxes has closed. Read more about ProsperiTea Planning, though.
Wendy Marsden, CPA, CFP® produces professional results while offering a comfortable, supportive environment for addressing her clients’ financial wellness needs from her home office. Although Tea & Taxes Company is no longer accepting new clients for the tax practice, ProsperiTea Planning is still meeting new clients who are seeking deeply integrated financial services combining investment advising, comprehensive planning and tax planning and preparation. See the Services page for more details. We are not accepting new tax-only or hourly financial planning clients: just people who are looking for the whole package.
Wendy Marsden, CPA, CFP® is a fee-only fiduciary financial advisor. We sell no products and offer fixed-price engagements with the terms disclosed in advance. See the ProsperiTea Planning blog for more details. She is a member of the Alliance of Comprehensive Planners and NAPFA and and has taken their oath. She is a registered investment advisor.