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Why join Avantax? Well, we were founded by a CPA for tax professionals like you. And, we back our financial professional with patent-pending Tax-Smart Investing™(TSI)4 technology that clearly differentiates them from the competition. Plus, Avantax utilizes a proven 8-Point Tax-Smart Framework for wealth management that is easy to learn and apply.

As one of the most trusted business professionals you can reap the benefits of adding this valuable service.

Top Benefits to offering financial services3:

  • Increase value to your clients
  • Increase income to your practice
  • One-stop shop approach for your clients
  • Increase your client retention and referrals
  • Establish recurring and diversified revenue streams
  • Remain competitive

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Avantax® Wealth Management
3200 Olympus Blvd. Suite 100
Dallas, TX 75019, 972-870-6000

Source:
1.IPSOS Research, December 2017
2. Gallup "Restaurants Again Voted Most Popular U.S. Industry" August 15, 2016.
3. Additional profit, revenue and tax return figures were derived from an internal analysis performed using data from IPSOS Research, December 2017. Results are based on assumptions in revenues, profits, renewal rates, and tax returns/year from IPSOS, and our assumed valuation multiples for tax and financial services. Figures are for a 5 year time period. Results are based on assumptions which will vary, and your results will be more or less than those in our analysis.
4. The TSI 4 products and all materials, tools, features, and functionality therein are the property of Tax-Smart Research, LLC or its parent, affiliates, or subsidiaries. All rights reserved. Avantax Wealth ManagementSM is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services,SM Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services,SM Insurance services offered through licensed agents of Avantax Insurance ServicesSM and Avantax Insurance Agency.SM 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagemenSM does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Whether any planned tax result is realized depends on the specific facts of the client's situation at the time their taxes are prepared. Tax-Smart Research LLC© 2020

Avantax Wealth ManagementSM is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠.