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:

  • How Your Tax Practice Can Benefit
    from Adding Wealth Management

  • Ways to Add Revenue with Our
    Flexibility in Affiliation Program

  • Our Personalized Exam Preparation
    and Onboarding Support

  • How the Avantax Advantage Can
    Support Your Practice

  • Our Proprietary Tax-Smart
    Technology Platform

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 Wealth Management℠ 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 InstitutionalSM (“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. 949260.1.0