Avantax®

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About Avantax® Financial Planning Services

The Financial Services Firm of Tax Professionals®

Avantax Planning PartnersSM believes every financial decision is a tax decision, so it makes sense that we partner with CPA firms and their clients to develop comprehensive financial planning strategies. Together, we can help your clients achieve their financial planning goals with the confidence of knowing they have the holistic financial advice of both a financial planner and their tax advisor. Formerly HKFS Financial Services, we’ve recently joined forces with Avantax — The Financial Services Firm of Tax Professionals® — to provide even greater services, products, and support to our clients. With our shared philosophy on tax-smart financial planning and over 30 years of experience, we have the expertise to help you expand your current financial service offerings to your clients.

2,500 CPAs and 50 states

We provide planning services across the nation to Tax Professionals looking to offer comprehensive financial advice.

Experienced Industry Professionals

Our home office team — with extensive experience and knowledge in the wealth management industry — is key to our support network.

Comprehensive Services*

Our customized services take into account every aspect of financial planning: from investing, to navigating life’s financial complexities, to planning for retirement.

Award-Winning Firm

Recognized in Accounting Today’s Top Firms by AUM (2020)1 and Financial Advisor Magazine RIA Ranking (2020)2

Advanced Planning Platform

Our advanced financial planning platform explores the impacts of every financial decision and how it impacts your long-term plan.

Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals.

Our History

Avantax Planning Partners, formerly HK Financial Services
(HKFS) was founded in 1995 by partners of Honkamp Krueger & Co., P.C., a
Top 100 CPA and business consulting firm. The practice started as an in-house
financial services offering for the firm, but quickly grew to CPA firms across
the country. More than a referral partner, Avantax Planning Partners acts as an
extension of a CPA firm interested in providing wealth management and financial
planning to their clients, without all the management of the service. In 2020,
HKFS was acquired by Blucora and in 2021 rebranded to Avantax Planning Partners. 

1 Accounting Today, Top Firms by AUM, June 2020 – ranked number 8 with $4,052,385,016 in AUM

2 Financial Advisory Magazine, RIA Survey and Rankings, August 2020- ranked number 92 with $4,052,380,000 in AUM