Come have tea with us!
UPDATE 4/17/2017: Tea & Taxes is closed for April vacation. After working ten week-ends in a row without a single day off, we close on April 15th and follow the school vacation schedule (Wendy, Adelle & Jennifer all have kids in the public schools.)
Tea & Taxes is NOT ACCEPTING NEW TAX PREPARATION CLIENTS. (ProsperiTea Planning has room for a few now that tax season is over, 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).
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.