We provide planning services across the nation to Tax Professionals looking to offer comprehensive financial advice.
Recognized in Accounting Today’s Top Firms by AUM (2020)1 and Financial Advisor Magazine RIA Ranking (2020)2
Our advanced financial planning platform explores the impacts of every financial decision and how it impacts your long-term plan.
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