For over 50 years we have helped companies and individuals seeking tax, business, and financial counsel. Our small firm remains on the cutting edge of tax law and financial developments to provide our clients with timely and accurate information and advice, all delivered with a friendly personal touch. Today's economic environment presents many challenges.
But along with these challenges come opportunities and potential rewards for those who plan for taxes and finances. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular tax or investment concepts.
We look forward to helping you. In good times and bad, consistently saving a percentage of your income is a sound financial practice. A number of questions and concerns need to be addressed to help you better prepare for retirement living. The Economic Report of the President can help identify the forces driving - or dragging - the economy.
But along with these challenges come opportunities and potential rewards for those who plan for taxes and finances. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular tax or investment concepts.
We look forward to helping you. In good times and bad, consistently saving a percentage of your income is a sound financial practice. A number of questions and concerns need to be addressed to help you better prepare for retirement living. The Economic Report of the President can help identify the forces driving - or dragging - the economy.
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Who is Avantax
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Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management 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 Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management 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 Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
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