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.

 
Misty Slope

We're Hiring!

Looking for an experienced tax preparer to join our team through the end of May, and hopefully beyond.  The position is for a minimum of 20 hours per week and requires 3 years of full time experience preparing tax returns.  This is a 100% virtual position with flexible hours and a lot of growth potential.  Curious?

Review our website to understand what we do and whom we serve

Email service at steuernandtaxes.com with the subject "I Love Taxes"

 
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