High net worth individuals
Trusts and estates
Amy Phelan is a highly experienced Tax Shareholder at Tonneson. Amy’s impressive tenure with the firm began in 1994, accumulating an extensive 29 years of professional experience in the tax department. She specializes in providing a wide range of services, including Audit Readiness, High Net Worth, Individual and Family Office, Tax Planning & Consulting, and Trusts and Estates services, catering specifically to high-net-worth families.
Amy’s professional qualifications include being a CPA, holding a BSBA from the University of Massachusetts at Isenberg, and obtaining a MS in taxation from Bentley University. She maintains active memberships in esteemed organizations such as the Boston Estate Planning Council (BEPC), the American Institute of CPAs (AICPA), and the Massachusetts Society of CPAs (MassCPAs). Notably, Amy contributes to the MassCPA’s education committee, showcasing her commitment to continuous learning and professional development. She also serves on the MassCPAs Board of Directors.
Beyond her core responsibilities, Amy actively engages in mentoring activities within the firm, leveraging her expertise to support and guide aspiring professionals. Additionally, she is deeply involved in philanthropic endeavors, lending her support to various charitable causes, including North Reading Relay for Life, Catie’s Closet, Merrimack Valley Food Bank, and North Reading Food Pantry. Amy’s dedication to giving back to her community exemplifies her compassionate nature and commitment to making a positive impact.
Amy finds motivation in bringing value to her clients and nurturing strong, lasting relationships. Her dedication to providing exceptional service and building trust with her clients has earned her a reputation as a trusted advisor. She excels in offering strategic insights and tailored solutions that align with her client’s unique needs and goals.
Clients who engage with Amy can expect a dedicated and compassionate professional who is committed to delivering personalized tax solutions and building long-term relationships. With Amy’s expertise and genuine care for her client’s well-being, she goes above and beyond to help them navigate complex tax matters and achieve their financial goals with confidence.
Get to know Amy Phelan
Outside of her professional pursuits, Amy finds joy in gardening and cooking, indulging in her passions for nurturing plant life and creating delicious culinary experiences. She also relishes spending quality time in Harpswell, Maine, where she spends most summers with her husband, two grown children and two grandchildren.