About Us

The Tax Practice is a tax services and investment advisory company serving the needs of individuals, small businesses, estates, and trusts.  We support clients across the greater United States, the Middle East, Europe, and Asia  with a focus to serve a unique niche by integrating tax services and financial planning with portfolio management.

Since 1992 our firm has successfully prepared income, estate, and gift tax returns for individuals, small businesses, estates and trusts. Our 18 years of taxpayer representation experience encompasses all tax matters – including non-filers, innocent or injured spouses, and lifestyle audits before the Examination and Appeals Division of Internal Revenue.

Harris Willner

Company Founder, Enrolled Agent and Investment Advisor Representative, Portfolio Manager and Chief Compliance Officer

The Tax Practice is registered as an Investment Advisor with the California Department of Corporations, and Harris, an Enrolled Agent, serves as the company's investment advisor representative and Portfolio Manager overseeing $50M in assets under management. He is a contributing author and editor of the Internal Revenue Service annual Enrolled Agent Exam, and has been interviewed for estate tax columns in the Wall Street Journal.  Harris overseas all aspects of the business to ensure clients' needs and expectations are met, and he holds a BS in International Business from Sacramento State University and an MBA in Financial Planning from Golden Gate University.

Harrison Willner

Associate Economist Intern

Harrison contributes to our global economic research and analysis, and assists with fundamental stock analysis.  He supports the company part-time while attending Cal Poly.  Harrison is pursuing a BS in Economics and a Math minor.  He will join the firm full-time in 2013.