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

Provide Unmatched Financial Clarity with Tax-Smart Investment Insights

Most professionals look at finances the same way, but Avantax Financial Professionals integrate tax information for a comprehensive picture. It’s this unique approach that allows our Financial Professionals to provide a strategic perspective for their clients. They can peek around corners, find hidden opportunities, and provide maximum clarity.

CONTACT US

Are you an Avantax Client with a question?

Your dedicated Avantax Financial Professional should be the first person to speak with.
 
We also offer a customer support team that understands your needs, and is available to answer questions about your account.  Available Monday through Friday, 8:00 AM – 5:00 PM CST.  

A Tax-Smart Approach to Holistic Financial Services

Build wealth for your clients with Avantax Wealth Management’s holistic approach to financial services. As a tax professional, your unique insight into your clients’ financial situation allows you to uncover opportunities that other Financial Professionals often miss. Create tailored plans based on life goals, tax-based financial opportunities, and investment solutions.

Support at Every Stage

Avantax supports your business in a variety of ways. From covering your FINRA securities registration training to hosting community building events, we’re here to provide you with a robust marketing platform.

TAKE THEIR WORD FOR IT

KYLE B.

OKLAHOMA CITY, OK
"This firm has a unique culture in that Financial Professionals truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that. "

Your Financial Advantage

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