Poonam Walia, EA, CFP®, is the founder and principal of the firm, bringing over 20 years of experience in tax planning, IRS representation, and financial strategy for individuals and business owners. As an IRS-licensed Enrolled Agent, she is authorized to represent clients before all levels of the IRS. As a Certified Financial Planner™ professional, she guides clients through every stage of life with clarity and confidence.

Poonam is widely recognized for her expertise in audits, complex tax matters, and IRS negotiations, with a 95% success rate in Offer in Compromise and Innocent Spouse cases. Her work has helped clients resolve challenging tax issues and save thousands of dollars. Known for her clear communication, cultural awareness, and steady professionalism, Poonam is committed to delivering thoughtful, strategic solutions. She regularly attends advanced tax and financial planning seminars and speaks at professional events, including IRS programs and National Society of Enrolled Agents webinars.

Outside the office, Poonam enjoys cooking, baking, traveling, and exploring new cultures. She lives in Shrewsbury, Massachusetts, with her husband and is a proud mother of two accomplished adult daughters—a physician and a CPA—and cherishes time spent with her grandchildren.