Tax Practice

Tax Practice

  • 1262 East Hamilton Avenue
  • Campbell, California
  • 95008

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Description

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 under the California Dept of Corporations (File Number 925-2849); Asset Custodian Fidelity Institutional Brokerage Group

Fact sheet

Number of employees
1-4

Company contacts

  • Harris Willner
  • Owner

Products & services

financial planning investment management

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