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Monhegan Dawn by Robert Grant

It’s the off-season and Jennifer only works as Admin/Reception a few 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.)  You can also try using the scheduling tool below to find your own appointment time, but be warned that Wendy books about six weeks out and is not currently accepting new clients for tax preparation-only services.

 

Come have tea with us!

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).

 

 

New location (with old phone number still showing, oops!)

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.

Tea & Taxes Company takes your privacy seriously. Please read our privacy policy.