DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.

Overview

Dixie's Tax & Financial Services, L.L.C. operates as an individual-owned limited liability company that combines accounting work with advisory services. The firm is positioned as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It charges fees based on a percentage of assets under management. The firm’s core business activity is accounting, and it lists an insurance company among its industry affiliations. Dixie's Tax & Financial Services is not flagged as an active ESG investor, and it does not present itself as a multi-state adviser or a newly formed entrant. Its public classification is listed as unclassified and the SEC registration year is not specified in the available record.

Assets & Accounts

Location & Offices