Itaxandinvestments Inc

Overview

Itaxandinvestments Inc. operates as a small, Illinois-registered corporate advisory practice with accounting at its core. The firm combines accountant services with advisory work focused on financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual rather than an institutional owner, and the firm is classified as unclassified within the dataset. Service and pricing details indicate a mix of percentage-of-AUM and fixed-fee arrangements, and the firm identifies itself as an active ESG investor. Itaxandinvestments is not organized as a multi-state adviser, does not act as a capital allocator, and does not list pension consulting or related-adviser activity.

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Investments & Alternatives

Location & Offices