# 1TAXFINANCIAL

1TAXFINANCIAL is an Asset Manager based in Cincinnati.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cincinnati
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** https://1taxfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/1taxfinancial

## Regulatory record

- **CRD number:** 175364
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175364

## About

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.

## People

- Clare Fazackerley — CPA, CFP®
- James Iverson — CFA®

## Questions

### Who are the principals of 1TAXFINANCIAL?

No named principals, executives, or investment professionals have been identified for 1TAXFINANCIAL through any public source. The firm's leadership is unknown.

### 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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Last updated: 2026-08-11T15:05:57.154Z

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