A complete list of active advisors currently associated with Howlett Tax Services, Inc

Warmer can help you find a great advisor at Howlett Tax Services, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Howlett Tax Services, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.