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Avantax Privacy Policy

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3200 Olympus Blvd. Suite 100
Dallas, TX 75019

© 2025 Avantax^®. All Rights Reserved.

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Avantax Solutions, LLC (“Avantax Solutions”) provides professional tax preparation and consulting services for individuals, families and small businesses. Avantax Solutions is not a licensed CPA firm, broker-dealer nor a registered investment adviser. Avantax Solutions does not offer securities or provide investment advisory services.

Accuracy related penalties — Any tax advice in this communication is not intended or written by us to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed by any governmental taxing authority or agency, or (ii) promoting, marketing or recommending to another party any matters addressed herein.

No warranty or representation, express or implied, is made by Avantax Solutions LLC, nor does Avantax Solutions LLC accept any liability with respect to the information and data set forth herein. Distribution hereof does not constitute legal, tax, accounting, investment or other professional advice. Recipients should consult their professional advisors prior to acting on the information set forth herein.

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