Avantax®

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Welcome to the Avantax® Community

Smart business is good. Tax-smart is better.

With Avantax, you can offer tax-smart investing strategies that deepen your client relationships and elevate your firm’s value. We provide a wide range of unique tools, training, and unmatched human support, including local assistance from other financial professionals. We call this approach the #AvantaxCommunity.

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Here to Help Your Business Grow

You’ve just discovered the exciting next chapter to your practice. With more business opportunities. Potentially higher revenue. And greater profitability. That’s what happens when you team with Avantax®, a pioneer in tax-smart investing and wealth management since 1983. We partner with CPAs and financial and tax partners 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.

Tax Professionals and CPAs

Expand your client value beyond tax advice.

With Avantax, tax professionals like you can offer clients comprehensive wealth management, tax strategies, and financial planning services… and grow your business. Because we’re tax pros too, we understand your unique needs and opportunities.

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Financial Professionals

Client-focused services. Through a tax-focused lens.

With Avantax, independent financial professionals like you can offer tax-smart investing strategies that deepen your client relationships… and create new ones.

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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 – where you’ll learn from your peers – we’re here to provide you with a robust development platform.

Join the Team