# Tax Planning Professionals, Inc

> Tax Planning Professionals, Inc is a state-registered investment advisory firm in Auburn, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated January 29, 2026.

- CRD: 282474
- Filed as: TAX PLANNING PROFESSIONALS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Auburn, CA
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282474
- AdvisorCensus page: https://advisorcensus.com/firm/tax-planning-professionals-inc-auburn-ca-282474

## Quick answers

**How is Tax Planning Professionals, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Tax Planning Professionals, Inc reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tax Planning Professionals, Inc located?**
Tax Planning Professionals, Inc's principal office is in Auburn, CA, according to its Form ADV.

**Is Tax Planning Professionals, Inc registered with the SEC or a state?**
Tax Planning Professionals, Inc is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282474.

**Does Tax Planning Professionals, 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/282474

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tax Planning Professionals, Inc (CRD 282474): Form ADV filing data as of October 2026.