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

The Financial Services Firm of Tax Professionals You may know our parent company Blucora offers a range of tools to help master the tax landscape.  You may not know that they also offer a tax-smart approach to financial advising.  They do this through services provided by our sister brand Avantax SM. The Avantax Advantage Avantax is a pioneer in tax-smart investing, financial planning, and wealth management.  Founded by a CPA in 1983, Avantax has been helping tax professionals, like you, and their clients to pursue a comprehensive approach to financial well-being for over 30 years. Tax and ...
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