TEA & TAXES COMPANY

Tea & Taxes Company dba ProsperiTea Planning is a member of the Franklin County Chamber of Commerce, and the Franklin County Community Development Corporation. Wendy Marsden, CPA CFP® RIA, is a member of the National Association of Personal Financial Advisors, the Alliance of Comprehensive Planners, and the Financial Planning Association... ProsperiTea Planning's team of Wendy Marsden, CPA CFP®, and Sam Plotkin, CFA, produce professional results while offering a comfortable, supportive environment for addressing their peoples' financial wellness needs from her home office. ProsperiTea Planning, in Greenfield Massachusetts, is accepting new people who are seeking investment advising, comprehensive planning, and tax planning and preparation. See the Services page for more details. We are no longer accepting new people who need tax-prep only, and only do hourly financial planning engagements in rare cases. Instead, we are devoted to doing deeply integrated financial services for a..

Primary location: Greenfield United States