Howlett Tax Services, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services primarily to individual clients, including retirement accounts and directly held portfolios at Charles Schwab. It also operates an affiliated accounting practice that offers tax preparation and planning, with the firm’s principal preparing roughly 150 tax returns annually and tax services representing a majority of the firm’s revenue.
Investment management is delivered on a non‑discretionary basis: the firm holds a limited power of attorney at Charles Schwab but implements trades only after discussing recommendations with clients. Portfolios are diversified across mutual funds and equities, government bond funds, real‑estate investment trusts and a modest exposure to crypto, and the firm also facilitates direct investments through a private vendor.
Distinctive features include the firm’s single‑shareholder, accountant‑affiliated structure that combines a sizable tax‑preparation practice with advisory work, which concentrates staff time during tax season. The firm sometimes uses negotiated fixed fees, works with private placement real estate investments (e.g., ExchangeRight) without receiving vendor compensation, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees negotiated on specific circumstances with clients
$0 - $100,000: 1.00% $100,000 - $250,000: 0.75% $250,000+: 0.50%
Main office
Sedona AZ
Advisors at this office
1
Most active in
Arizona · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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