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The Tax Practice, Inc. (San Jose)


The Tax Practice, Inc. is a large advisory firm based in San Jose. It manages $102.06 million of regulatory assets for 466 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, New Hampshire, and Texas.

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The Tax Practice provides financial planning services, portfolio management for individuals and small businesses, and tax advice. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Tax Practice: assets under management

The assets under management (AUM) of The Tax Practice, Inc. is $102.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 305% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $102.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $219 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Tax Practice, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Jose

The principal office where The Tax Practice, Inc. performs its advisory services is located at 1978 The Alameda, San Jose, CA 95126 1432, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-879-0399 or by fax 408-377-2456. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at taxpractice.com.


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