ProAdvance HD Vest Financial Services

Build a tax practice with added value for your clients.

Learn more about becoming an HD Vest Advisor

Grow your business and your revenue

A tax professional is best positioned to add and offer financial services to their clients. They can provide a holistic financial service that starts with tax — and they already have a valued and trusted relationship with their clients.

Adding financial services not only helps provide a prosperous future for their clients (addressing their lifelong dreams and goals), but it also can provide an opportunity for tax professionals to grow their business and revenue.  

Introducing HD Vest

We are committed to championing our Advisors. And because we understand the importance of helping you get started, as part of your affiliation with our sister company, HD Vest, we will subsidize the education, licensing, training and registrations associated with joining  — a value of up to $2000!*

This is your opportunity to:

  • Discover the opportunity for more revenue and improved profitability
  • Have deeper conversations with more engaged clients to help them build wealth
  • Diversify your practice for additional stability

See things in HD™

Most advisors look at finances the same way, but HD Vest integrates tax information and financial services for a more comprehensive picture. We are committed to championing our Advisors through steadfast support. We see our relationship as more than just an affiliation: It’s a true partnership — a family.

We provide you with the tools you need to be successful, whether it’s organizing chapter meetings and training events; providing back-office support and practice management resources; or helping you market your business. For example, our personal Wealth Management Support Consultant — a fully licensed, experienced investment professional who will assist you serve clients, grow your business and navigate HD Vest.

HD Vest IPSOS White Paper

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HD Vest Financial Advisor Case Study

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Tax Preparer Professional Brochure Financial Advisor

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*Application fee may apply.

HD Vest Financial Services® and TaxAct® are wholly owned subsidiaries of Blucora, Inc. (NASDAQ: BCOR). HD Vest Financial Services® and its subsidiaries (collectively, “HD Vest”) exclusively provide financial products and services, and do not provide or supervise tax or accounting services. TaxAct is not a party to any transactions you may choose to enter into with HD Vest; please see the HD Vest websites for full terms and conditions.

Securities offered through HD Vest Investment ServicesSM, Member SIPC
Advisory Services offered through HD Vest Advisory ServicesSM
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000

HD Vest Financial Services and its affiliates (collectively, “HD Vest, Inc.”) do not provide legal, tax or accounting services. You should consult your tax and legal professional regarding the tax and estate planning implications of any investments.