Can my Fool Wealth Advisor give me tax advice?

As an investment firm, we can offer general tax planning strategies related to your investments, but we do not offer the same scope of services as tax professionals. Our team does not give specific tax or legal advice, nor do we prepare/file taxes on our clients’ behalf. 

We strongly believe that tax efficiency is an important component to your holistic financial plan. Therefore, we encourage you to talk with your Fool Wealth Advisor about general tax-savvy investing AND consult with a tax professional for more specific needs.