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Patrick H
Series 65, Series 63
Sedona, AZ
Howlett Tax Services, Inc
Patrick Howlett is the sole advisor at Howlett Tax Services, Inc in Sedona, AZ, holding Series 65 and Series 63 designations with 35 years of industry experience. He has led various iterations of his firm since 1989, focusing on tax and financial services. Howlett Tax Services provides investment advisory and financial planning primarily to individual clients, alongside an affiliated accounting practice that prepares approximately 150 tax returns annually. The firm offers non-discretionary investment management with diversified portfolios and combines tax preparation with advisory work within a single-shareholder, accountant-affiliated structure.
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