ProsperiTea Planning is staffed full-time during business hours by Sara Helm-Wallace and Adelle Ferreira. However, if you don’t get a person on the phone please leave a voicemail at (413) 829-4832; it’ll get converted to text and sent to our email. We also receive a notification from people trying to schedule on the website’s tool. Wendy usually schedules 3-6 weeks out, and you might want to check her note about weeks she’ll be away. Both Sam and Wendy respond regularly to emails sent to FirstName@ProsperiTeaPlanning.com
You can contact all of us by emailing office@prosperiteaplanning.com. This is particularly good for scheduling & billing issues.
The email we use for all things related to the tax practice is info@teaandtaxes.com. It’s as secure as we can make it, so it’s the best one to use for sending documents that ought not be on mobile devices. Clerical help also reads this email, so it’s really the best place to put documents that need to join up with your file.
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Reception Hours :
Monday – Friday: often 9:00 to 5:00.
Saturday 1 pm to 4 pm in Tax Season OnlyText us at 413-829-4832 if you want to come outside these hours.
Mailing address:
ProsperiTea Planning
3 Grinnell St.
Greenfield, MA 01301-3601
Physical address:
3 Grinnell St.
Greenfield, MA 01301
Office phone:
(413) 829-4TEA (4832) (Google Voice you can use for texting, too)
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(413) 772-1918 (landline we use for outgoing calls)
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(443) 837-5952 is our fax-to-email line. However, we prefer getting PDFs sent to this Sharefile link.
See our privacy policy.