ProsperiTea Planning is staffed full-time during business hours by Ann Childs, Sara Helm-Wallace, and Gary Marsden. 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 Wendy’s email and cellphone.  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. Retainers will have her direct cellphone number, but she generally prefers email most of the time anyway.


You can contact us by emailing for scheduling & billing issues.

The email we use for all things related to the tax practice is 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.

Anxious to get started?  Try Our Financial Planning Software

Reception Hours :

Monday – Friday: often 9:00 to 5:00.
Saturday 1 pm to 4 pm

Text 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:Map to ProsperiTea Planning

3 Grinnell St.
Greenfield, MA 01301


Office phone:

(413) 829-4TEA (4832) (Google Voice you can use for texting, too)


(413) 772-1918 (landline we use for outgoing calls)


(443) 837-5952 is our fax-to-email line. However, we prefer getting PDFs sent to this Sharefile link.




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