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 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.

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.*

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.

Flexibility in Affiliation

Affiliate as an independent Financial Professional, or refer your business to a tenured professional at an independent RIA.

Ready to learn more about the Avantax Advantage? Click here or call (800)742-7950 to see how advantageous financial advice can be.


*as of February 2021
Copyright © 2021. All rights reserved. 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 Partners℠.  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