Disclosures

The Tax Practice, Inc. offers investment advisory services in conjunction with tax services and financial planning. Participation in The Tax Practice, Inc.’s advisory services requires advance receipt of advisor disclosures (ADV-Part II), and a completed Investment Advisory contract.

The Tax Practice, Inc. is an Investment Advisor registerd with the California Department of Corporations.  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.