Howlett Tax Services, Inc

Overview

Howlett Tax Services, Inc. is a small, corporation-structured advisory business that combines accounting services with portfolio management for individuals and small businesses. The owner-type is individual and the firm charges fees as a percentage of assets under management. Its client base is focused on individual and family clients rather than institutional mandates. The firm does not market itself as an ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity. The firm's advisory remit is tightly tied to its accounting practice: delivering tax and accounting services alongside portfolio oversight for a limited number of clients. Advisory activities are described as portfolio management for individuals and small businesses, while the firm's listed business activity is accountant and its industry affiliation likewise points to accounting.

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Location & Offices