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Tax Planning & Preparation

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About Avantax

Avantax was founded on the belief that a comprehensive, tax-intelligent approach can address a client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax provides advisors with tools, processes and platforms to accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize a client’s financial success.

Founded by a CPA in 1983, Avantax is now the largest tax-focused wealth management company, with over 3,000 Financial Professionals entrusted with more than $92 billion in total client assets. As a leader in tax-intelligent planning for over 40 years, we have grown through delivery of superior results for our valued clients. We don’t just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn.

Our Commitment to You

The Avantax Advantage means you get a local partner who understands your unique needs backed by a strong, established financial services firm. We work with you to strategically implement the right services for where you are in life, and for where you want to go

As a trusted partner, we are here to provide objective recommendations so you can make informed decisions. Our services are designed to help you pursue your unique goals and dreams, while also keeping you prepared for anything that may lie ahead.

Not only will you get the personal care of an Avantax Financial Professional, you’ll have the benefit of the Avantax Advantage with powerful proprietary tools that utilize a tax-intelligent approach.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Check the background of your financial professional on FINRA's BrokerCheck.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. CA insurance # 0J20148. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment ServicesSM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.