about us

Expertise You Can Trust

Leading with Experience

Kathleen Finn, CFP®, EA, has been a trusted name in the tax and financial services industry since 2004. With her dual expertise as a Certified Financial Planner™ and an Enrolled Agent, Kathleen leads a dedicated team committed to providing comprehensive tax solutions that prioritize your best interests.

Our Approach

HOLISTIC TAX SERVICES

Our model considers every aspect of your financial life—from income and investments to taxes and interest rates—giving you a complete picture and straightforward, actionable strategies. We’re here to guide you with clear, common-sense advice that’s tailored to your unique needs.

Meet Our Team

who we are
A woman in a blue coat is standing in front of a lake.

Kathleen Finn, CFP®, EA

A woman in a blue coat is standing in front of a lake.

Sam Beattie

A woman in a blue coat is standing in front of a lake.

Amy Szekula

A woman in a blue coat is standing in front of a lake.

Julie Rodriguez

We're Here for You

Let’s Chat About Your Tax Needs

We’re here to help you navigate your tax journey with confidence. Reach out to us today to discover how our personalized approach can make a difference for you.