What Can Avantax Do For Your Practice?


With our proprietary Tax-Smart Technology Platform and over 30 years of experience, we can help you expand your practice and provide better after-tax results for your clients. Let us know what’s most important when considering a partnership with Avantax, and we’ll share more about how we can help you reach your business goals.
Learn more about:

  • Our Proprietary Tax-Smart
    Technology Platform

  • How Our Strategic Partnerships
    Can Support Your Practice

  • Our Seamless Onboarding and
    Client Transition Support

  • Your Growth and Practice
    Management Support Teams

  • Our Nationwide Support Network of
    Tax and Financial Professionals

Over the next several weeks, we’ll send you more information about the Avantax Advantage. We’d also like to hear from you. Please take a moment to let us know what’s important to your practice.

3200 Olympus Blvd. Suite 100
Dallas, TX 75019
(972) 870-6000

Copyright © 2021. 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 PartnersSM.

Fidelity Institutional SM (“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 InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0