00-Monhegan_Dawn

Monhegan Dawn by Robert Grant

Come have tea with us!

UPDATE 2/3/2017: Jennifer and Adelle are working Admin/Reception hours Monday through Friday. The scheduling tool below won’t work until after tax season, call the office instead. But see below:

Tea & Taxes is NOT ACCEPTING NEW TAX PREPARATION CLIENTS. (ProsperiTea Planning has room for maybe two 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.