Fintuition Advising, LLC
Where tax and financial decisions meet emotional intelligence.
What is Fintuition?
Fintuition is how confident and empowered you feel when you make a financial decision. Long-term financial success is about more than just the bottom line or a formulaic approach to spending and saving. When you understand your values, biases, and emotions surrounding money and taxes, you can use that knowledge to find solutions that bring clarity and confidence to your financial decisions. With expertise in tax preparation and planning, financial therapy, and career coaching, Fintuition is here to increase your financial IQ while exploring and transforming your financial EQ… one emotion at a time.
Services
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Tax Preparation and Planning
Leverage the latest technology and innovative strategies to minimize your tax liability and maximize your financial success.
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Financial Therapy
Explore and overcome emotional and behavioral barriers to financial wellness to create a healthier relationship with money.
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Career Coaching
Optimize your career path, explore your interests and strengths, and find fulfilling roles within your organization or even a new field.
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Transition Planning
Navigate major life changes while understanding the financial and tax ramifications to make informed decisions and achieve your desired outcomes.
Meet our Founder
Dr. Michaele Morrow Esdale is the Founder & CEO of Fintuition Advising, LLC. She is a CPA with over twenty years of experience in accounting and taxation advisory in a variety of roles spanning public and private accounting, and training for those in pursuit of undergraduate, graduate, continuing and executive education. Michaele spent nearly two decades in academia as a professor of accounting and taxation at Northeastern University and Suffolk University, and at Merrimack College where she managed a team of advisors and connected students across all disciplines to employers and provided the tools for career development.
Concurrent to her time in academia, Dr. Esdale was a national tax instructor for PwC and KPMG, where she taught a wide variety of tax topics. For over a decade, she was the Director of a free tax preparation center in Boston for low-income taxpayers and international students. Michaele has prepared thousands of tax returns for individuals and businesses over the course of her career. Her many hours spent counseling students and tax clients led her to pursue financial therapy as part of her practice, and she is a Certified Financial Therapist-Level I™ Practitioner.
Dr. Esdale has over 30 publications in both academic and professional journals, and her research focuses on income tax and the effect of tax policy on taxpayer behavior. She has been frequently quoted in the media, was ranked as one of the top behavioral tax researchers in the United States, and served for several years as the editor for Issues in Accounting Education, the top-ranked accounting education journal. She is a 2019 Boston Business Journal 40 Under 40 Honoree, a member of the Boston Business Journal Leadership Trust, and a member of the Association of International Certified Professional Accountants.
Michaele is an avid runner, reader, sports fan and solver of crossword puzzles. She lives in Charlestown with her husband Dan and their dog Ollie. Her stepson Jake will be art directing all Fintuition TikTok content!
Let’s get started…
Need to take care of tax filings or planning for 2022 and 2023? Are you ready to take control of your finances and gain a deeper understanding of your money mindset? Schedule a no-obligation consultation through the web form to discover how Fintuition Advising can help you achieve your goals.
“I put off completing my taxes this year because I had to file in four different states and knew I would owe. Michaele took the weight off of my shoulders, walked me through each step, and ultimately made the process easier than I could have dreamed. Her expertise and intelligence is unmatched, and I will definitely continue to leverage her services.”
— BROOKE, FINTUITION CLIENT