Amy Phelan

I specialize in working with high-net-worth families, tailoring solutions to meet their complex needs — whether it’s tax planning and consulting, family office services, or trusts and estates services.

Over my 30-year career, my clients have appreciated my ability to nurture strong, lasting relationships with them. My dedication to providing exceptional service and building trust with my clients has earned me a reputation as a trusted advisor. With my expertise and genuine care, I go above and beyond to help clients navigate their tax needs and achieve their financial goals with confidence.

Around the office, I’m known for my mentorship efforts. It brings me great satisfaction to share my knowledge and experience with others within the firm, helping them thrive in their careers. I’m also passionate about philanthropy and am actively involved with charities such as North Reading Relay for Life, Catie’s Closet, Merrimack Valley Food Bank, and North Reading Food Pantry.

As a CPA, I hold a B.S.B.A. from the University of Massachusetts at Isenberg and an M.S. in taxation from Bentley University. I’m an active member of several professional organizations, including the Boston Estate Planning Council (BEPC), the AICPA, and the Massachusetts Society of CPAs (MassCPAs). Being a part of MassCPA’s education committee and serving on their board of directors allows me to contribute to the advancement of our profession and support the continuous learning of my peers.

Outside of work, I enjoy spending quality time with my husband, two grown children, and two grandchildren.