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Sophie Guinn Tax Associate
Bio

Sophie Guinn serves in a dual role at Quantis Wealth Management, supporting both tax preparation and wealth management clients. She graduated from Northeastern University in 2025 with a Bachelor’s degree in Accounting and Finance, gaining diverse experience across accounting, tax, and financial analysis during her internships. Sophie is working toward the Chartered Financial Analyst (CFA) designation to expand her knowledge of investment strategies and products. Outside of work, she enjoys playing soccer, running, and discovering new places.

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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.