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.
"We are more than a company. We're a family, and we are dedicated to serving our clients with trust, hard work, and dedication. Your experience is of the utmost importance to us, and together we can help make your dreams, goals, and ambitions a reality."
With Avantax, tax professionals like you can offer clients comprehensive wealth management, tax strategies, and financial planning services, plus grow your business. Because we're tax pros too, we understand your unique needs and opportunities.Learn More
With Avantax, independent Financial Professionals like you can offer tax-smart investing strategies that deepen your client relationships and create new ones.LEARN MORE
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.LEARN MORE
Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.