Avantax

        • Our Company
        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal
        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership
        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News
        • News and insights from industry professionals and thought leaders on the Avantax team

        • Join Us
        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About
        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy
        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support
        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients
        • How the Avantax Wealth Management team will stand behind your Financial Professional to help you address your personal and financial goals

        • Contact
        • Contact Avantax Wealth Management for support or more information

        • About
        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services
        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management
        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About
        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees
        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors
        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

Legal and compliance policies

From privacy policies to terms of use and social media guidelines, this page allows you to get the answers to all of your Avantax legal questions. In addition to compliance guides, you can also find details, resources, disclosure statements and contact information for Avantax. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Financial Professionals may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from Avantax.

CUSTOMER DISCLOSURES
 

Avantax Disclosure Catalog (ADC)

PRIVACY POLICY
 

Privacy policy for individuals

PRIVACY POLICY
(FORMER HKFS)
PRIVACY POLICY

Revoke opt-out form

 

BUSINESS CONTINUITY

Business continuity disclosure statement (Former HKFS)

BUSINESS CONTINUITY

Business continuity disclosure statement

SOCIAL MEDIA

Avantax social media rules of engagement

PRIVACY POLICY

Online and mobile privacy policy

TERMS OF USE

Terms and conditions

INVESTOR RESOURCES

Detailed Investor Information

CASH SWEEP PROGRAM

Cash Sweep Program features and details

CONTACT
 

Contact Avantax

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