Our Industries

  • We help financial institutions navigate regulatory complexity, manage risk, and drive operational efficiency through tailored advisory, audit, and tax solutions.

  • Our experts deliver strategic tax planning, cost segregation, and financial reporting to help real estate investors and developers maximize returns and manage cash flow.

  • We support government entities with transparent financial reporting, compliance, and audit services to meet public accountability and regulatory standards.

  • We empower nonprofits with accounting, grant compliance, and advisory services to strengthen mission impact and ensure financial sustainability.

  • We provide high-net-worth advisory, contract analysis, and business management services to help athletes and entertainers protect and grow their wealth.

  • We guide cannabis businesses through complex tax laws, regulatory compliance, and financial structuring to support sustainable growth in a rapidly evolving industry.

  • We assist automotive businesses with inventory management, tax strategy, and performance optimization to drive profitability and navigate supply chain challenges.

  • We offer construction companies job costing, bonding support, and cash flow planning to improve project outcomes and financial stability.

  • We help faith-based institutions maintain financial integrity with customized accounting, audit, and governance support rooted in transparency and stewardship.

  • We deliver operational, tax, and supply chain advisory services to help manufacturers and distributors increase efficiency and stay competitive in dynamic markets

  • We provide regulatory compliance, audit, and tax advisory services to help broker-dealers meet SEC and FINRA requirements while optimizing operations.

  • Our services help financial institutions manage risk, maintain compliance, and drive profitability through strategic accounting, audit, and consulting solutions.

  • We support food and beverage businesses with cost management, inventory control, and financial strategy to improve margins and support growth.

  • We help healthcare providers navigate reimbursement challenges, regulatory compliance, and financial management to enhance operational efficiency and patient care.

  • We offer specialized financial guidance for life sciences companies, from R&D tax credits and grant accounting to IPO readiness and strategic scaling.

  • We assist private equity firms with fund structuring, deal advisory, and portfolio company support to maximize value across the investment lifecycle.

  • We deliver inventory management, cost optimization, and financial reporting solutions that empower retail and consumer brands to grow profitably.

  • We provide fund administration, valuation, and tax planning services tailored to hedge funds, venture capital, and other alternative investment vehicles.

  • We offer royalty tracking, contract analysis, and personal financial planning to help talent and literary agencies and their clients manage income and protect assets.

  • We support technology companies with scalable financial infrastructure, revenue recognition guidance, and strategic advisory through all stages of growth.

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 Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through and Avantax affiliated insurance agency. CA insurance license #0E71420

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.