Avantax

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Avantax
Avantax
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        • 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 industy 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 Profesional 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

ABOUT US

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 Financial Planning, 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. 

Avantax Financial Planning, formerly HK Financial Services (HKFS) was founded in 1995 by partners of Honkamp Krueger & Co., P.C. In 2020, HKFS was acquired by Blucora, a leading provider of technology-enabled financial solutions to consumers, small businesses, and tax professionals. Blucora’s products and services in tax preparation and wealth management, through two business units, TaxAct and Avantax, help consumers manage their financial lives. As the latest addition to the Blucora family, Avantax Planning Partners strengthens our business model to connect tax planning advice to investment, insurance, and retirement planning – providing a holistic approach to planning.

 

*Investment advisory services offered through Honkamp Krueger Financial Services, Inc. Commission-based securities products are offered through Avantax Investment Services, Inc., Member FINRA, SIPC. HKFS and Avantax are common control affiliates and wholly owned indirect subsidiary of Blucora, Inc. (NASDAQ: BCOR).

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