Malissa Marshall, CFP®, EA

I have provided tax consulting and preparation services since 2005, during which I worked for over nine years at a Big Four public accounting firm in San Francisco, Boston and Zürich, Switzerland, serving in both Global Mobility Services for internationally-deployed executives and Personal Financial Services for high net worth individuals.

 

Background

Education

I graduated from Columbia University (Barnard College), Magna Cum Laude, with a BA in Political Science and a Minor in German Literature.  I'm currently enrolled in the Masters in Taxation program at Northeastern University, with a focus on Financial Planning.

Certifications

I am both an Enrolled Agent, qualified to represent all taxpayers before the IRS, and a CERTIFIED FINANCIAL PLANNER™ Professional.

Personal

I served as Treasurer of the Board of Directors for Bridge School, an independent K-6 in Middlebury for two years, and was also on the Steering Committee of Mountain River Sangha, a non-denominational community of Buddhist practitioners in Bristol, for four years.

I grew up in Middlebury, VT but after graduating high school, spent a year in Germany as an exchange student, after which I moved to New York City for college, then later to the San Francisco Bay Area for graduate school and work.  After my son was born, I transferred to Boston to be closer to my family.  Finally, I spent two years living and working in Zürich before returning to Vermont with my son, Henry.

 
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