Avantax® Offers Client-Focused Services Through a Tax-Smart Lens

The Avantax Advantage

Avantax® is a pioneer in tax-smart investing, financial planning, and wealth management. Tax and Financial Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients—families, individuals, and small businesses—all through a uniquely tax-focused lens.

Our Vision

We want to profoundly impact client’s lives by changing the way Americans plan and invest.

Our Mission

To continue as the leader serving a community of CPAs, tax professionals, and tax-focused advisors by providing tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning.

We’re rewriting the future of comprehensive wealth management with a unique perspective on investing, a growing network of more than 3,750 independent Financial Professionals*, and over 30 years of industry experience.

The Tax-Smart Financial Services You and Your Clients Need

Because one size rarely fits all when it comes to financial matters, we offer three customizable solutions to help you meet the needs of your clients and grow your business by offering tax-smart planning solutions. Join the Avantax family as a Financial Professional and offer wealth management solutions to your clients, add seamless financial planning services to your tax practice by partnering with an Avantax Financial Professional, or work with our Retirement Services team to help clients offer comprehensive retirement plans to their employees.

Wealth Management

Join our team of over 3,750 independent financial professionals* nationwide to offer clients tax-smart wealth management advice backed by our patent-pending technology and extensive experience — designed to help grow your practice and guide clients on their financial journey.

Financial Planning

The Financial Planning team partners exclusively with Tax Professionals who want to expand the financial services they offer clients by adding tax-smart wealth management services. Together, you’ll work with your clients to help them reach their financial goals.

Retirement Services

We work with CPAs to offer their clients customized employee retirement plans. Our inclusive services help business owners minimize retirement plan administration, reduce fiduciary risk, and provide personalized participant education for a better understanding of the retirement planning process. 

Why It Matters

Comprehensive financial services empower both you and your clients. Helping your clients save money, while also investing in ways that can get them closer to reaching their goals, can only be done successfully through a tax-smart lens.

Your Financial Advantage

Still wondering if Avantax® is right for you? Join our team of motivated individuals eager to make an impact.

Current/former employees and credentialed verifiers may visit www.i2verify.com or call 888-458-6319 to obtain employment and/or wage verification reports. Current/former employees must create a personal account to access the employee portal. Email hr@blucora.com with questions.

*As of December 2020