Company Information

Get to know savant tax services

Affiliated with the wealth management firm Savant Wealth Management, Savant Tax & Consulting operates as a specialized division focused on tax-related services. The firm provides tax preparation and compliance, proactive tax projection and planning, business accounting, and strategic consulting. Their services are designed to help both individual and business clients navigate complex tax laws, optimize their financial positions, and ensure compliance with federal and state regulations. The firm emphasizes a team-based approach to deliver tailored solutions for its clients' specific financial situations.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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savant tax services

United States

Founded in

1988 (38 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.