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Howlett Tax Services
HOWLETT TAX SERVICES, INC is an SEC-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1...
Howlett Tax Services
HOWLETT TAX SERVICES, INC is an SEC-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Frequently asked questions
Does Howlett Tax Services manage investment portfolios?
There is no public evidence that Howlett Tax Services deploys capital or manages investment portfolios. As a tax-services corporation, its primary function likely resides in tax preparation, planning, and compliance for individuals and closely held entities rather than asset management.
Is Howlett Tax Services registered with the SEC?
The firm does not appear in the SEC's Investment Adviser Public Disclosure database, which is consistent with a tax and accounting practice that does not hold itself out as an investment adviser. Professional tax corporations in the US are generally regulated at the state board level, not by the SEC.
Who are the principals or key decision-makers at the firm?
No named principals are publicly disclosed for Howlett Tax Services. Given its small scale and lack of a website or LinkedIn presence, the firm's leadership is likely limited to one or two licensed professionals — likely CPAs or enrolled agents — operating the corporation.
Does the firm operate as a single-family office or a multi-client practice?
The firm's corporate designation as a professional services corporation and its functional name suggest it may serve a single-family cluster or a highly concentrated set of private clients. Without a public client roster, the exact scope remains unconfirmed, but the structure is consistent with an embedded family office built around tax expertise.
What is the geographic scope of Howlett Tax Services?
The firm's state of incorporation and physical location are not publicly documented. Tax practices structured as professional corporations typically operate within a single state to maintain licensure compliance, which limits their geographic reach to the jurisdiction where the principal professionals are licensed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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