A complete list of active advisors currently associated with Pro Tax Financial Services, LLC

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

Pro Tax Financial Services provides tax preparation, accounting, financial planning, and investment advisory services to primarily individual clients and, on occasion, to trusts, estates, charitable organizations, and business entities. About 70% of the firm’s revenue is derived from tax services while the remainder comes from investment advisory and financial planning. The firm draws on a mix of fundamental, technical, and cyclical analysis and uses financial media, third‑party research, and screening tools to inform recommendations. Implementation approaches range from long‑term holdings to short‑term trading and explicitly include strategies such as short sales, margin, and option writing. What distinguishes the firm is its integrated tax and accounting practice alongside asset management, with tax services representing the majority of revenue—an affiliation that is uncommon among peers in this category. The firm custodians assets at a major broker‑dealer, states it avoids product commissions and referral compensation, and does not charge performance‑based fees.

To learn more about the advisors currently working at Pro Tax Financial Services, LLC, 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.