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If you're like 78% of tax professionals, you already provide referrals to advisors without any financial benefit.*

Why not give your clients the financial planning support they need and add additional income at the same time? Find out how you can offer wealth management services to grow your practice and help better serve your clients.

Fill out the form below to learn more.

Learn how offering financial planning
services can help grow your practice.

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

*Arizent Perspective survey, February 2021

Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, 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.

For more information on Avantax and for all terms and conditions visit avantax.com. TaxAct is not a party to any transactions you may choose to enter into with Avantax and does not itself offer investment advice. All TaxAct products and services are subject to TaxAct’s Terms and Conditions.