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 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