00-Monhegan_Dawn

Monhegan Dawn by Robert Grant

Come have tea with us!

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 patient; Wendy books about six weeks out and is not currently accepting new clients for tax preparation-only services.

 

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.

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