Is Your Firm Looking to Expand Your Business Offerings?

Drake Software strives to connect your firm to world-class organizations, services and products. Working with a trusted Drake Software partner like Avantax gives your practice access to the tools, resources, people and innovation necessary to offer comprehensive wealth management services.

Avantax Has You Covered

Avantax has options for tax professionals interested in offering comprehensive wealth management and financial planning services.

Over the last 40 years, we've partnered with thousands of tax professionals just like you to add financial planning to their practices. Our tax-centric approach means we can help you offer wealth management services that align perfectly with your current offering. The result? Happier clients and a practice growth model that supports long-term work/life balance.

It's a Win-Win Situation for You and Your Clients

When you add financial planning services to your practice you are in a better position for sustainable growth while your clients can potentially realize significant financial gains.

8 out of 10 Tax Pros saw revenue growth after adding Wealth Management Services.

Source: Arizent Perspectives Survey, December 2020

Interested in Learning More?

Simply complete the form below and we will contact you about adding tax-intelligent wealth management services to benefit both your clients and your firm's bottom-line.

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