Tax Professionals and CPAs

Financial Professionals

Tax Professionals and CPAs

Financial Professionals

Expand Your client value beyond tax advice

With Avantax, Tax Professionals like you can offer clients comprehensive wealth management and financial planning services … and grow your business.

Expand your client value
beyond tax advice

With Avantax, Tax Professionals like you can offer clients comprehensive wealth management and financial planning services … and grow your business.

End-to-end client services through a tax-focused lens

Fact: Tax pros and CPAs who add Avantax wealth management services to their practice average $1.7 million more revenue and $670,000 greater profits over five years.*

  • Join Avantax and start offering end-to-end, tax-focused financial services to better serve, satisfy, and retain your clients, gain referrals, and grow your revenue. You’ll enjoy:
  • A complimentary consultation to determine the best business model for you: broker-dealer or referral to a tenured pro at an independent Registered Investment Advisor
  • A personalized transition team to make your onboarding seamless
  • A dedicated planning team and back-office support to help you grow your business
  • Powerful technology tools like our Tax-Smart InvestingTM (TSI) platform, which helps uncover tax savings and wealth management strategies for your clients
  • Access to over 3,750** proud, passionate financial pros, who can help you develop partnerships and M&A and other revenue opportunities* As of December 2020.
  • A nationwide network serving 350,000 clients, with over $76 billion in AUA*** As of December 2020.
  • Our strategic alliance with Fidelity Clearing & Custody Solutions®

Take the next step

Complete and submit the form below and we’ll send you more information about affiliating with Avantax.

*Additional profit and revenue figures derived from an internal analysis performance using data from IPSOS Research, December 2017. Results are based on assumptions in revenues, profits, renewal rates and tax return/year from IPSOS, and our assumed valuation multiples for tax and financial services. Figures are for a five-year time period. Results are based on assumptions that will vary, and your results will be more or less than those in our analysis.
**As of December 2020.
**As of September 2020. https://www.blucora.com/news-releases/news-release-details/blucora-announces-third-quarter-2020-results
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(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