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Are you ready to achieve your firm’s full potential?

Want to enhance your client value and increase your realization rates by up to 8 times? Partner with Avantax®. With our turn-key referral models, Tax Professionals like you can offer their clients tax-smart planning and investment services—and reach your firm’s fullest potential.


With a billable rate of $250 an hour, a Tax Professional would make $500 for two hours of work. With the same amount of time invested, you could be making as much as 8 times more (depending on the client’s needs) when you refer them to a wealth management professional at Avantax.
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Take the Next Step

Call us at 1.800.959.8461. Or simply complete the form below, and a member of our business development team will be in touch with you. We’ll also send you our white paper on how offering financial planning services can increase your realization by up to 8 times.


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℠.

Fidelity Institutional℠(“Fidelity”) is an independent company, unaffiliated with Avantax®. Fidelity is a service provider to Avantax®. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity  has not been involved with the preparation of the content supplied by Avantax® and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0