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

Avantax Addresses COVID-19 Crisis

In these uncertain times, Avantax is taking significant steps to keep our employees safe and our operations running at full speed in support of our more than 4,000 Financial Professionals and their clients. As part of our business continuity planning, more than 95 percent of our employees are working from home with the technology they need to provide consistent, uninterrupted support to our Financial Professionals and their end-clients.

We are proud to partner with thousands of excellent Financial Professionals across the country who are helping guide clients through a very difficult time, punctuated by ongoing market volatility and uncertainty.

To our Financial Professionals, we reiterate that we stand ready to support you and your clients; you may reach us at any time through the usual channels.

To the clients of our Financial Professionals, we are proud to serve the people who are helping you. We know this is a stressful time, and for many of you, connecting with your Financial Professional is of the utmost importance. That said, if you can’t reach your Avantax-affiliated Financial Professional for any reason, please contact us directly by calling the Avantax Client Service group at 888-438-3781.

Avantax wishes everyone good health and safety.