With Avantax, tax professionals like you can offer clients comprehensive wealth management, tax strategies, and financial planning services…and grow your business.
With Avantax, tax professionals like you can offer
clients comprehensive wealth management,
tax strategies, and financial planning services…
and grow your business.
Fact: Tax professionals and CPAs who add Avantax Wealth Management to their practice average $1.7 million more revenue and $670,000 greater profits over 5 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:
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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 Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0