00-Monhegan_Dawn

Monhegan Dawn by Robert Grant

Come have tea with us!

UPDATE 1/18/2017: In January Jennifer and Adelle are only working Admin/Reception hours on Mondays and Fridays. You can reach Wendy’s office email at info@[this domain], or by calling (413) 829-4832 (voicemail is changed to text messages and passed along.)  The scheduling tool below won’t work until after tax season: we’ve booked our returning clients in advance any remaining openings are being held for rescheduling and/or new people who have spoken to us in the office first.

Tea & Taxes is NOT ACCEPTING NEW CLIENTS. (ProsperiTea Planning has room for maybe three more, 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 what we do: Wendy provides deeply integrated financial services combining her extensive experience as a tax accountant, as well as her knowledge of comprehensive financial planning, and her investment advising expertise (she’s a Registered Investment Advisor).

 

 

Come right in without ringing or knocking if you have an appointment.

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.

Both ProsperiTea Planning  and Tea & Taxes Company takes your privacy seriously. Please read our privacy policy.