TaxVet
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About
TaxVet serves individuals, families, small trusts, small businesses, veterans, and active-duty servicemembers with financial planning, tax planning and preparation, investment analysis, and educational seminars. The firm provides wealth-management-style services through ongoing planning and tax-focused advice but does not take custody of client assets or exercise discretionary trading authority.
The firm typically develops customized investment policies and asset-allocation recommendations and emphasizes a primarily passive investment approach while offering curated portfolio recommendations rather than active portfolio management. TaxVet operates on a fixed-fee model for planning, portfolio research, and tax services, encourages client self-implementation of trades, and supplements advice with seminars and third‑party planning tools.
Noteworthy distinctions include the founder’s credentials as an Enrolled Agent and a Certified Military Financial Advisor™, the explicit offering of tax-preparation and IRS representation alongside financial planning, and an expressed focus on serving military clients. The firm also provides public and organizational seminars, subsidized access to the ProjectionLab planning platform, and does not act as a private fund adviser or accept performance-based or commission compensation.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning meeting flat fee $75.00 per session; Financial Plan Review flat fee $50.00 per session; $100 flat fee per investment portfolio for research and implementation; Tax simple household filing flat fee $50.00; Educational seminars flat fee range $0 to $2,500 per seminar
Complex tax filing and IRS-related services charged at $100.00 per hour
Subscription to ProjectionLab software at $5.00 per month (optional service)
Fee-only: Financial Planning meeting: $75.00 for 1-hour session; Financial Plan Review: $50.00 for 1-hour session; Investment portfolio research, development, and implementation: $100 flat fee per portfolio; Tax services: $50.00 for simple household filing; Complex tax filing: $100.00/hour; IRS Audit Representation or Tax Resolution services: $100.00/hour; Educational seminars: $0 to $2,500 per seminar; ProjectionLab software: $5.00/month (optional)
Main office
San Jose CA
Advisors at this office
1
Most active in
California
Also doing business as
Nguyen, Thien · Taxvet
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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