Shadow effect
Mary Rae Fouts, EA has extensive professional credentials and 30 years of experience addressing tax, insurance, and related financial and employee benefits matters.  She assists clients with technical and complex concerns involving:

  • Tax Matters:  Tax Return Preparation, Tax Consulting, and Audit Representation
  • Insurance Matters, including Employee Benefit Issues
  • 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 holds numerous insurance licenses through the California Department of Insurance.  She is one of  the select few Life and Disability Insurance Analysts licensed by the Department of Insurance.

Mary is a fully-licensed Life  Insurance Agent , holding both Life-Only  Agent, and Life Agent - Accident and Health Agent insurance licenses.  She is also a licensed Casualty Broker-Insurance Agent and a licensed Property Broker-Insurance Agent .

Prior to founding Fouts Financial Group in 1999, Mary held customer service, compliance, analyst, product development, and sales development positions with large, multi-line insurance companies.  She is a graduate of the University of Nebraska-Lincoln.
  
Mary Rae Fouts, EA:  Tax Services . Insurance Consulting . Expert Witness
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 enjoys gardening and outdoor exercise.  An admitted weather enthusiast, Mary is a member of the Weather Underground Data Exchange, with which she shares weather data from her Personal Backyard Weather Station.  Click here to see current and historical weather from Mary's Backyard Weather Station.

On the Personal Side

Mary collects Disney memorabilia, with particular fondness for the lovable donkey Eeyore.  She is 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 her 5-year old sourdough starter.  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.  Contact Mary at (510) 421-5457 or Mary@FoutsFinancialGroup.com.  Thanks for stopping by! 

For More Information