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.