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Don’t Just Join a Firm. Join a Community.

Get the support you need to help build your ideal practice.

Don’t Just Join a Firm. Join a Community.

Get the support you need to help build your ideal practice.

Invest in yourself by joining a community of like-minded professionals working together to build the best financial firms they can for their clients.

We’ve spent over 30 years creating a firm of Financial Professionals who value what the strength of a dedicated community can do for them and their practices. Together, we can work to achieve the best after-tax results for your clients while providing an amazing place to build your ideal practice.

Download a copy of our Community Booklet for more information on how, with Avantax by your side, you can elevate your practice in 2022.

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Complete and submit the form below and we’ll send you information on how, with Avantax by your side, you can elevate your practice in 2022.

ABOUT AVANTAX

Avantax is a pioneer in
tax-smart investing.

Avantax is a pioneer in tax-smart investing and wealth management. CPAs and Financial and Tax 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.
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3200 Olympus Blvd. Suite 100
Dallas, TX 75019
(972) 870-6000
Copyright © 2022. All rights reserved. Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning Partners℠.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.