The financial services firm of tax professionals.

The financial services firm of tax professionals.

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.

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

*As of February 2021

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