Mary Rae Fouts, EA has extensive professional credentials and 30 years of experience addressing tax, insurance, annuity, and financial matters. She currently provides Tax Services and Insurance and Annuity Consulting Services to a wide variety of clients, in addition to Expert Witness Services in federal courts, state courts, and arbitration venues. Mary addresses technical and complex client concerns involving:
Tax Matters: Tax Preparation and Planning, Consulting, and Audit Representation
Insurance Consulting Matters
- Annuity Consulting Matters
Expert Witness Services for Litigation and Arbitration
Impeccable Professional Credentials
As a federally-licensed Enrolled Agent, Mary has met the rigorous licensing requirements established by the United States Department of the Treasury.
Mary is also one of
the select few
Life and Disability Insurance Analysts
licensed by the California Department of Insurance.
is also a fully-licensed Life
Agent, and Life Agent - Accident and Health Agent insurance licenses. Mary is also
Broker-Agent and a licensed Property Broker-Agent
Mary Rae Fouts, EA: Tax Services, Insurance and Annuity Consulting, Expert Witness Services
Mary is a graduate of the University of Nebraska-Lincoln. Prior to founding Fouts Financial Group in 1999, she held a variety of positions with large, multi-line insurance companies.
Mary serves as a Court Volunteer at Contra Costa County Superior Court's main location, the A. F. Bray Courthouse in Martinez, California. She assists court visitors with directions to court departments and area venues, answers questions, and helps court visitors obtain additional information or court-related services they may need.
Mary also provides volunteer services to the Internal Revenue Service, serving as a Focus Group participant.
Mary maintains a passion for knowledge and the arts, fueling her lifelong love of learning, reading, art, and music. A fan of many literary genres, she especially enjoys reading about American history from the Pre-Revolutionary War era through the Civil War and Reconstruction periods, crime fiction, and novels detailing human lives and experiences.
Mary collects Disney memorabilia, with particular fondness for the lovable donkey Eeyore. She is also passionate about cooking and baking, and enjoys learning about and collecting wine. Regarding Mary's baking, she is admittedly a sourdough baking fanatic, baking bread, rolls, pizza, and other goodies with all sourdough starter, no active yeast. And don't forget
baseball ... Go Giants!
Mary greatly enjoys writing. She is an avid Scrabble player and crossword puzzler. The New York Times crossword is Mary's favorite puzzle, particularly the challenging Saturday crossword and the larger - and sometimes quirky - Sunday puzzle. Mary lives in beautiful Pleasant Hill, California with her best-husband-in-the-world Jim and faithful canine companions Sid and Lexi.
Mary's Rate Sheet and Curriculum Vitae are available to qualified prospective clients upon request. She welcomes your call or text at (510) 421-5457, or email to Mary@FoutsFinancialGroup.com. Consultations by appointment. Thanks for stopping by!