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1TAXFINANCIAL
1TaxFinancial is an Ohio Registered Investment Advisor providing tax preparation and planning and financial planning on a fee-only basis. The firm sells no...
Overview
1TaxFinancial is an Ohio Registered Investment Advisor providing tax preparation and planning and financial planning on a fee-only basis. The firm sells no products and does not collect commissions. Clients work with credentialed professionals available year-round, with a focus on reducing taxes and meeting financial goals.
General information
Firm type
Asset Manager
Year founded
2007
Location
City
Cincinnati
Principals
Clare Fazackerley
CPA, CFP®
James Iverson
CFA®
Frequently asked questions
What investment sectors does 1TAXFINANCIAL focus on?
No investment sectors, industries, or strategies have been published or reported for 1TAXFINANCIAL. Without any disclosed portfolio activity or stated mandate, sector focus cannot be determined.
Where is 1TAXFINANCIAL headquartered?
No headquarters address has been confirmed for 1TAXFINANCIAL. The firm's physical location is not listed in any authoritative source.
How can I verify the existence of 1TAXFINANCIAL?
No independent verification source—such as an SEC filing, corporate registry entry, or news article—has been located. The entity does not appear in standard financial databases.
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