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TaxAct Professionals, do more for your clients with tax-smart financial planning and wealth management.

Avantax the sister company of TaxAct, is a pioneer in tax-smart investing, financial planning and wealth management. Tax and Financial Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients – families, individuals and small businesses – all through a uniquely tax-focused lens.

Every financial decision is a tax decision.

Partner with a community of like minded tax professionals with the confidence that you are developing comprehensive financial planning strategies. Over half of our Financial Professionals are licensed CPAs.*

Smart is good. Tax-smart is better.

Whether leveraging our proprietary Tax-Smart Investing (TSI) software or advanced financial planning platform (GPS), we have the technology to help your clients uncover tax savings in a fraction of the time.

Flexibility in Affiliation

 

Affiliate as an independent Financial Professional. Or refer your business? Refer your business to a tenured professional at an independent RIA.

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