I've used Wendy for accounting and financial planning for years. She's exceeding expectations in every area.
June 2016
I don't know what I would do without Tea and Taxes! Always steer me in the right direction and very knowledgeable! Why go to the shopping mall tax preparation?!
From ProsperiTea Planning
Wendy Marsden, CPA, CFP® provides comprehensive financial services to clients under an annual retainer model. Services provided include investment advising, tax planning, tax preparation and comprehensive financial planning services to individuals, estates, and occasionally small businesses. (Note that no new stand-alone tax preparation engagements are offered, sorry!)
Open by Appointment Only!
