ITAXANDINVESTMENTS INC

Overview

Itaxandinvestments Inc. is organized as a corporation that combines accounting work with client advisory services. Its stated advisory activities focus on financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees for its services. The dataset indicates the firm does not identify as a capital allocator, does not act as a multi-state adviser, and is not flagged as an active ESG investor. Its business and industry affiliation are listed under accounting, which suggests the advisory work is offered alongside or as an extension of accounting practice rather than as a standalone wealth-management platform.

Assets & Accounts

Location & Offices