# Advanced Tax and Financial Services, Inc.

> Advanced Tax and Financial Services, Inc. is a state-registered investment advisory firm in Kuna, ID, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 128968
- Filed as: ADVANCED TAX AND FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kuna, ID
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128968
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-tax-and-financial-services-inc-kuna-id-128968

## Quick answers

**How is Advanced Tax and Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Tax and Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advanced Tax and Financial Services, Inc. located?**
Advanced Tax and Financial Services, Inc.'s principal office is in Kuna, ID, according to its Form ADV.

**Is Advanced Tax and Financial Services, Inc. registered with the SEC or a state?**
Advanced Tax and Financial Services, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128968.

**How much does Advanced Tax and Financial Services, Inc. manage?**
Advanced Tax and Financial Services, Inc. reports $577,626,968 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Advanced Tax and Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does Advanced Tax and Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128968

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $577,626,968
- Discretionary: $577,626,968
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $577,626,968 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Tax and Financial Services, Inc. (CRD 128968): Form ADV filing data as of October 2026.