About Us

The Tax Practice is a tax services and investment advisory company serving the needs of individuals, small businesses, estates, and trusts with clients in nine states, the Middle East, Europe, and Asia. The firm occupies a unique niche by integrating tax services and financial planning with portfolio management. Tax and investment services are available on a stand-alone or integrated basis.

The Tax Practice, Inc. is a Registered Investment Advisor licensed by the Securities Exchange Commission; Fidelity Investments serves as asset custodian and broker/dealer for the Tax Practice.. Details of our investment management/planning services and related disclosures are provided in The Tax Practice Inc Form ADV Part I and Part II. Advisory services are offered pursuant to an investment management advisory agreement. Lower fees for comparable services may be available from other sources. Prior investment results may not be indicative of future performance. The Securities Investor Protection Corporation (SIPC) does not protect against a decline in the market value of securities. These statements have not been approved or verified by any governmental authority.