Avantax's tax-focused movement started in 1983 with one CPA who noticed a growing need for clients to receive investment advice that aligned with their tax situations. Referring his tax clients to someone else for financial planning meant his clients were often placed in inappropriate investments or accounts, resulting in adverse tax implications. Its tax-intelligent roots reinvented how financial services could be delivered to clients, bringing practice growth, client satisfaction, and technology to Financial Professionals everywhere.

Website: https://www.avantax.com/