Company Information

Get to know Affluent Tax Solutions, LLC

Affluent Tax Solutions, LLC is a full-service tax and accounting firm based in Plano, Texas. The company is dedicated to providing professional, personalized services and guidance in a wide range of financial and business needs. Their mission is to help clients maintain financial viability and achieve future goals through a proactive approach. The firm offers a variety of services, including tax preparation and planning, IRS representation, bookkeeping, entity selection, and estate and trust planning.

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Financial Legal ServicePRIMARY
Financial Other Service

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Affluent Tax Solutions, LLC

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.