Our Team
About Philip J. Proulx
Phil Proulx is a Tax Preparer and Financial Advisor at Proulx Family Financial and Money Concepts Wealth Planning Center in Chelmsford, Massachusetts. He is dedicated to providing tax preparation and comprehensive wealth planning tailored to each client's unique needs and financial aspirations.
Core Focus & Expertise
Phil's primary focus is tax preparation and retirement planning for individuals and couples, typically aged 45 to 75. He also actively works with millennials and generation Z, helping them establish a strong financial foundation and make sound financial decisions.
Tax Expertise & Collaborative Network
In addition to his wealth planning practice, Phil is an Enrolled Agent (EA) and the successful owner of a robust tax preparation practice, Proulx Family Financial. He provides services for personal and corporate clients, and can help with filing Massachusetts and federal estate taxes, allowing for highly integrated financial and tax strategies.
He actively partners with a robust network of professionals to ensure clients receive holistic advice. This network includes estate attorneys, mortgage brokers, real estate agents, and small business owners.
Personal Insight
Phil is a family man who is married to the love of his life with three children (a son and two daughters). In his free time, he enjoys various outdoor activities, including fishing, traveling throughout New England and especially spending time at the beach.
Advisory Philosophy
Phil prides himself on communicating with clients on their level, not above them, providing sound financial advice rooted in fundamental financial planning principles. His guiding principle is: "Proper preparation prevents poor performance."
Professional Credentials & Licenses
Category |
Detail |
|
Designation |
Enrolled Agent (EA) |
|
Education |
BS in General Studies with Finance concentration from Southern New Hampshire University |
|
Licenses Held |
Series 7, Series 65, Series 63, Life Insurance |
|
Securities Licenses In |
Massachusetts and New Hampshire |
|
Other Affiliation |
Money Concepts Wealth Planning Centers (Chelmsford, MA) |
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About Kayla Blanchard
Kayla Blanchard is an Enrolled Agent who brings a thorough, client-focused approach to tax and accounting services. She holds a Bachelor of Science in Accounting from the University of New Haven (2016) and is currently pursuing her Master of Science in Accounting at Southern New Hampshire University. Her commitment to ongoing education reflects her dedication to offering accurate, well-informed guidance across a wide range of tax and financial matters.
Kayla maintains several professional credentials that demonstrate both technical expertise and a strong foundation in ethical practice:
- Enrolled Agent (IRS): As an Enrolled Agent, Kayla has earned the highest credential awarded by the IRS. This designation recognizes her deep knowledge of federal tax law and authorizes her to represent taxpayers before the IRS in audits, collections, and appeals. Achieving this credential requires passing a rigorous three-part examination and meeting strict continuing education standards, ensuring she is consistently up to date with evolving tax regulations.
- Notary Public (Commonwealth of Massachusetts): As a state-commissioned Notary Public, Kayla is authorized to verify identities, administer oaths, and witness or authenticate important documents. This role reflects a commitment to accuracy, integrity, and public trust—qualities that carry over into her work in tax and accounting.
- Intuit Certified Bookkeeper: This certification validates Kayla’s practical expertise in core bookkeeping functions, including payroll, accounts payable and receivable, reconciliation, and financial reporting. It demonstrates her ability to maintain precise financial records, support small business clients, and work fluently in industry-standard accounting software.
Looking ahead, Kayla is actively working toward her next major milestone: becoming a licensed Certified Public Accountant (CPA), a natural progression of her professional growth and her passion for advanced accounting work.
Outside the office, Kayla enjoys a full and lively life. She is the proud mom of Irish twins—a son and a daughter—and has shared life with her loyal Chihuahua, Jack, since her college days. In her downtime, she is often pursuing ambitious reading goals, working on crochet projects with her mother, or attending craft events at her local library.
Kayla brings the same focus, curiosity, and dedication to her personal passions as she does to her work, making her a valuable and well-rounded member of the team.
To reach Kayla,
call the office at 978-256-7910
or email her at kayla@proulxfamilyfinancial.com
About Angela Hastings
Dedicated Tax Preparer, Insurance Producer & Certified Bookkeeper
Angela is a core member of the Proulx Family Financial team, whose deep commitment to client success is rooted in her own professional journey within the firm. Angela started as the Front Desk Administrator over four years ago and her dedication to growth and service has led to her current role—giving her a deep appreciation for the relationships we build with our clients.
Expertise Driven by Credentials
Angela's professional practice is built upon a strong foundation of credentials and education:
- Bachelor of Science in Business Administration from UMass Lowell, which provides her with a comprehensive understanding of business finance.
- Enrolled Agent (EA): As an EA, she is designated by the IRS, which means she is authorized to prepare all types of tax returns and represent taxpayers before the IRS. Her expertise provides clients with security and confidence in their tax filings.
- Certified Bookkeeper: She specializes in QuickBooks Online, and she truly enjoys the process of turning complex or disorganized financial records into clean, efficient, and useful financial pictures for individuals and small businesses. Good bookkeeping is the vital foundation for effective tax planning.
- Insurance Producer: She is licensed in Massachusetts to sell Life Insurance. Angela utilizes this knowledge to help clients think through foundational risk management strategies, connect their protection needs with comprehensive financial planning, and ensure peace of mind.
Planning for Your Family, Just Like Hers
On a personal note, Angela is the wife of a firefighter and a mother to a young daughter. This experience strongly informs her work, as she understands firsthand the importance of security, thoughtful planning, and getting financial details right so that clients can focus on their own families.
Angela is licensed in Massachusetts to sell Life Insurance because protection and peace of mind are paramount to her. She utilizes this knowledge to help clients think through foundational risk management strategies and connect their protection needs with the advice offered by the firm's financial advisor.
Words to Live By: "Preparation today ensures peace of mind tomorrow."
When she is not helping clients achieve financial clarity, Angela enjoys spending quality time with her family, visiting North Conway—their favorite vacation destination—cooking with her husband, and watching movies.
Angela looks forward to working with clients to make their tax and bookkeeping needs simple, efficient, and stress-free.
Angela Hastings
978-256-7910