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 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

Do more for your clients with a smarter approach to investing

Taxes have an undeniable impact on clients’ financial situations. At Avantax Wealth ManagementSM, we firmly believe the best way to help make smart and informed investment decisions is through tax integration. Uncover hidden investment opportunities and identify ways to help protect your clients against loss through an analysis of their tax information.

TOOLS TO HELP YOU GROW

A unique program exclusively from Avantax Wealth Management

Technology gives you a huge advantage over the competition, and this is what differentiates Avantax Wealth Management as a firm. We recognize the best way to ensure the utmost efficiency and accuracy in your business is by enabling you to manage your entire practice with the click of a mouse.

01

MyAvantax

We aim to support productivity through our comprehensive portal. It is designed to allow you to manage all of your financial services tasks through one single, secure portal. It includes training modules for practice and professional development and delivers up to date information on industry news, compliance policies and corporate events. Important information and action items are sorted by priority, and our Financial Professionals maintain quick access to practice management, security, sales, and marketing tips and materials.

02

1040 Analyst®

A unique mining tool brought to you exclusively through Avantax Wealth Management, 1040 Analyst allows Financial Professionals to integrate a client’s tax data and provide a customized client output that highlights financial opportunities. This road map provides a thoughtful forum for financial services conversations.

03

Support Portals

Full-service support portals for managing client assets. Access a three-tier, real-time view of your entire book of business from one location, and generate client lists, performance reports, and documentation with a single click.

04

Morningstar® Workstation

Morningstar Workstation is our recognized research database. It provides powerful research and analysis, delivers objective information easily understood by clients, and offers FINRA-reviewed reports and proposals. We utilize an intuitive interface that combines all the resources needed to conduct fundamental investment research quickly and efficiently.

1040 ANALYST®

An Exclusive Avantax Wealth Management Program

The comprehensive approach a tax professional can bring to their clients’ finances with 1040 Analyst is unrivaled. This unique, fully integrated tool was meticulously designed with our Financial Professionals in mind. It is specifically intended for tax professionals offering financial services, and is streamlined to integrate the most frequently used tax software programs.

DATA CAN BE IMPORTED INTO THE 1040 ANALYST FROM THESE PROGRAMS:
01 ATX™
02 DRAKE®
03 LACERTE®
04 PROSERIES®
05 PROSYSTEMS FX®
06 TAXACT PROFESSIONAL®
07 ULTRATAX

Tax Analyst innovation you can depend on

The 1040 Analyst can benefit any Financial Professional interested in working smarter and not harder. It helps you hone in on clients’ needs and clearly communicate their vulnerabilities and a recommended solution. This saves you time, increases client retention, and provides tangible evidence of your unique value proposition.

Efficient

Leveraging technology that you are currently using, it saves you time and money, while allowing a deeper cultivation of client relationships.

Scalable

Upload one or all of your clients’ tax data into 1040 Analyst and our algorithm generates a customized, client-presentable report that highlights their specific vulnerabilities and opportunities.

Your Financial Advantage

Still wondering if Avantax Wealth ManagementSM is right for your business? Contact us to find out more.