Understanding Your Needs
We understand the unique needs of tax professionals and have helped thousands realize their potential by adding wealth management to their practice.
Your Need:
"I need to market my practice."
Our Solution:
Marketing & Practice Growth
Your Need:
"I need a team to help grow my practice."
Our Solution:
Relationship Managers
Your Need:
"I need to improve my operations."
Our Solution:
Practice Management
Your Need:
"I need to network with my peers."
Our Solution:
Professional Network
Your Need:
"I need business continuity."
Our Solution:
Transition Support
The Home for Tax-intelligent Financial Professionals
Avantax began embracing tax-focused investing over 40 years ago. CPAs and tax professionals partner with us to better serve clients and create new revenue opportunities by providing holistic financial services to families, individuals and small businesses — all through a tax-intelligent lens.
Structure for Success
Tax professionals affiliated with Avantax Financial Professionals experience an 8% increase in revenue growth due to referrals over those who do not.* When you join the Strategic Partnership Program, you’ll have the tools, resources and support you need to grow your practice through qualified Avantax referrals. This unique program lets you retain and deepen your client relationships by referring business to an Avantax Financial Professional partner for wealth management services while you focus primarily on your tax and accounting practice.
*SourceMedia Research, July 2018
Education & Training
As a tax professional, you already have a wealth of financial planning knowledge. We’re committed to helping you build upon that knowledge by providing in-house, curated training programs that will further position you as an experienced financial professional. We give you educational materials that maximize your ability to pass your exams, along with online, in-person and over-the-phone support.
More Opportunities for Client Retention
Tax, accounting and audit professionals frequently field client questions about other financial planning issues and helping clients get the assistance they need can be an important role in the relationship. However, when a client is referred elsewhere, not only do you run the risk of losing them to competitors offering a one-stop-shop experience, but you are no longer in a position to provide clients with tax-intelligent investment and financial planning guidance.
Let Avantax Be Your Competitive Advantage
More than 3,000 Financial Professionals affiliate with Avantax to enhance their business. We help them provide valuable financial strategies to over 350,000 clients nationwide – families, individuals and small businesses – all through a precise, tax-focused lens.
That’s the Avantax Advantage.
Connect With Us Today