Ms. Phelan is a Shareholder at tonneson + co and has nearly twenty years of public accounting experience. She works closely with high net worth individuals and mid-sized business owners to provide tax planning and compliance services.
Amy is adept at advising her clients in all aspects of their financial needs (estate planning, tax matters, divorce support, employee compensation planning, and state agency & IRS audit representation).
She is experienced in handling complex financial structures with federal, multistate and foreign reporting requirements of a individuals, families, closely held business, multiple trusts, limited partnerships and private foundations.
Amy received a BS in Business Administration from the Isenberg School of Management at the University of Massachusetts and a MS in Taxation from Bentley University. Amy is a member of the American Institute of Certified Public Accountants (AICPA), the Massachusetts Society of Certified Public Accountants, and the Boston Estate Planning Council.