Tax Advantage Advisors

USA PATRIOT Act Disclosure

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with Tax Advantage Advisors, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.

Tax Advantage Advisors, Inc.

Investment advisory services are offered through Tax Advantage Advisors, Inc., a registered investment adviser. Tax Advantage Advisors, Inc. does not provide legal or tax advice. The information on this site is for educational purposes only and should not be considered personalized investment, tax, or legal advice. This site is published for residents of the United States only. An Investment Advisor of Tax Advantage Advisors, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Past performance is not indicative of future results.

Email Communications Disclaimer
Email and internet communications are not encrypted and are not necessarily secure. Please do not send sensitive information such as Social Security numbers, account numbers, or personal financial data via email or through this website.

Accessibility Statement
Tax Advantage Advisors, Inc. is committed to making our website accessible to all users, including those with disabilities. If you experience any difficulty accessing any part of this website, please contact us at info@taxadvantageadvisors.com or (913) 735-7771 so we can assist you.

[Form ADV] · [Privacy Policy]

Tax Advantage Advisors Inc.