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 forms, regulations, policies and the Avantax Disclosure Catalog

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

News and insights from industry professionals and thought leaders on the Avantax team

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

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

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

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

How the Avantax Wealth Management team will stand behind your Financial Professional to help you address your personal and financial goals

Contact Avantax Wealth Management for support or more information

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

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

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

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

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

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

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

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

Clients

Financial Professionals

For Retirement Access