At Murphy Financial Planning, our goal is to help you make the most of the tax law. You work hard for your money and every penny counts, so why waste money on taxes you don't need to pay? I am a Certified Tax Coach as well as a CERTIFIED FINANCIAL PLANNER, and an Enrolled Agent. I have the skills and the tools to help you with all aspects of your financial life.
Lauree holds a B.S. in business administration from Merrimack College in North Andover MA, an MBA from Santa Clara University and a Certificate in Personal Financial Planning from University of California, Irvine Extension. Lauree is a CERTIFIED FINANCIAL PLANNER, professional. The CFP certification examination is an intense, two-day exam requiring comprehensive knowledge of insurance, taxes, investing, retirement planning, and estate planning.
Lauree holds a B.S. in business administration from Merrimack College in North Andover MA, an MBA from Santa Clara University and a Certificate in Personal Financial Planning from University of California, Irvine Extension. Lauree is a CERTIFIED FINANCIAL PLANNER, professional. The CFP certification examination is an intense, two-day exam requiring comprehensive knowledge of insurance, taxes, investing, retirement planning, and estate planning.
Services
Creating proactive tax strategies is a different type of service than preparing your tax return. I dig deeper to see if you are not only complying with the tax law, but making the most of it. These strategies are IRS approved and court tested. This is not about breaking the law or doing anything that is not completely legitimate.
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