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.
Kathleen Finn, CFP®, EA
Sam Beattie
Amy Szekula
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.
1316 Q Street Northwest, Washington, DC 20009, United States