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Do more for your clients with tax-smart financial planning and wealth management

The financial services firm of tax professionals.

Avantax the sister company of TaxAct, is a pioneer in tax-smart investing, financial planning and wealth management. Tax and Financial Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients - families, individuals and small businesses - all through a uniquely tax-focused lens.

Fact: Founded by a CPA in 1983, Avantax has been helping Financial Professionals, like you, and their clients pursue a comprehensive approach to financial well-being for over 30 years.

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Every financial decision is a tax decision.

Partner with a community of like minded tax professionals with the confidence that you are developing comprehensive financial planning strategies. Over half of our Financial Professionals are licensed CPAs.*

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Smart is good. Tax-smart is better.

Whether leveraging our proprietary Tax-Smart Investing (TSI) software or advanced financial planning platform (GPS), we have the technology to help your clients uncover tax savings in a fraction of the time.

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Flexibility in Affiliation

Affiliate as an independent Financial Professional. Refer your business to a tenured professional at an independent RIA.

*As of February 2021.

Take their word for it.

"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. "

Kyle B. Oklahoma City, OK

"My biggest clients to this day are the ones that I have done tax returns for years. They developed the confidence in me. They turn to me to help them with their financial planning. I now work on a holistic plan that goes throughout their lifetime, beyond just taxes. Clients like and appreciate that."

Steve W. Tulsa, OK

*ThinkAdvisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

** Additional profit and revenue figures derived from an internal analysis performance using data from IPSOS Research, December 2017. Results are based on assumptions in revenues, profits, renewal rates and tax return/year from IPSOS, and our assumed valuation multiples for tax and financial services. Figures are for a five-year time period. Results are based on assumptions that will vary, and your results will be more or less than those in our analysis.

***As of February 17, 2021. https://www.blucora.com/news-releases/news-release-details/blucora-reports-fourth-quarter-and-full-year-2020-results

Avantax Wealth Management is a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR).

Avantax Wealth Management, Inc. is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services, Inc., Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services, Inc. Insurance services offered through licensed agents of Avantax Insurance Agency LLC and Avantax Insurance Services, Inc.

Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000