# PRO TAX FINANCIAL SERVICES, LLC

PRO TAX FINANCIAL SERVICES, LLC of MESA, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 124634
- Type: SEC-registered investment adviser
- Location: 761 S. STAPLEY, MESA, AZ, 85204
- Phone: 480-464-1040
- Latest filing: 2025-12-02
- Regulatory AUM: $15.0M
- Discretionary AUM: $15.0M
- Clients: 7
- Accounts: 110

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124634/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124634/similar
- Related entities: https://search.stillhousedata.com/firm/124634/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124634

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.