Avantax

        • Our Company
        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal
        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership
        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News
        • News and insights from industy professionals and thought leaders on the Avantax team

        • Join Us
        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About
        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy
        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support
        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients
        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

        • Contact
        • Contact Avantax Wealth Management for support or more information

        • About
        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services
        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management
        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About
        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees
        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors
        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

Provide Financial Clarity
with Tax-Smart Investment Insights

Most representatives look at finances the same way, but Avantax Financial Professionals
integrate tax information for a comprehensive picture. It’s this unique approach
that allows our Financial Professionals to provide a strategic perspective for their clients.
They can peek around corners, find hidden opportunities, and provide maximum clarity.

Connecting Tax
and Financial Planning

Your Financial Planning Partner

Maximizing Retirement Benefits
and Reducing Tax Liability

Avantax is dedicated to providing comprehensive retirement strategies
that match the individual needs of each company and its employees.

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WHY IT MATTERS

Good for Business, Great for Clients

Adding tax-smart investment insights and financial services to your practice allows you to provide enhanced value to your clients while simultaneously expanding your business and helping increase profits. A comprehensive approach to financial advice is a no-brainer for tax professionals looking to go the extra mile for their clients.

A Tax-Smart Approach to Holistic Financial Services

Build wealth for your clients with Avantax Wealth Management’s holistic approach to financial services. As a tax professional, your unique insight into your clients’ financial situation allows you to uncover opportunities that other Financial Professionals often miss. Create tailored plans based on life goals, tax-based financial opportunities, and investment solutions.

Support at Every Stage

Avantax supports your business in a variety of ways. From covering your FINRA securities registration training to hosting community building events, we’re here to provide you with a robust marketing platform.

TAKE THEIR WORD FOR IT

KYLE B.

OKLAHOMA CITY, OK
"This firm has a unique culture in that Financial Professionals truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that. "

STEVE W.

TULSA, OK
"My biggest clients to this day are the ones that I have done tax returns for years. They developed the confidence in me. They turn to me to help them with their financial planning. I now work on a holistic plan that goes throughout their lifetime, beyond just taxes. Clients like and appreciate that."

Your Financial Advantage

Still wondering if Avantax Wealth ManagementSM is right for your business? Contact us to find out more.