# Pro Tax Financial Services, LLC

> Pro Tax Financial Services, LLC is a state-registered investment advisory firm in Mesa, AZ, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 2, 2025.

- CRD: 124634
- Filed as: PRO TAX FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: December 2, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124634
- AdvisorCensus page: https://advisorcensus.com/firm/pro-tax-financial-services-llc-mesa-az-124634

## Quick answers

**How is Pro Tax Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pro Tax Financial Services, LLC 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 Pro Tax Financial Services, LLC located?**
Pro Tax Financial Services, LLC's principal office is in Mesa, AZ, according to its Form ADV.

**Is Pro Tax Financial Services, LLC registered with the SEC or a state?**
Pro Tax Financial Services, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124634.

**How much does Pro Tax Financial Services, LLC manage?**
Pro Tax Financial Services, LLC reports $15,000,000 in regulatory assets under management in its Form ADV filing dated December 2, 2025 (100% discretionary).

**What types of clients does Pro Tax Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (10).

**Does Pro Tax Financial Services, LLC 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/124634

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,000,000
- Discretionary: $15,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $10,000,000 |
| High net worth individuals | 10 | $5,000,000 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 7 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [protax1040.com](https://protax1040.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pro Tax Financial Services, LLC (CRD 124634): Form ADV filing data as of October 2026.