In 2020, HKFS was acquired by Blucora, a leading provider of technology-enabled financial solutions to consumers, small businesses, and tax professionals. Blucora’s products and services in tax preparation and wealth management help consumers manage their financial lives.
Blucora is the parent company for three brands: TaxAct, Avantax, and HKFS. The acquisition created a lot of synergies for the businesses respective clients, especially Avantax and HKFS. The complementary nature of the organizations allows the combined firm to provide additional products and solutions for clients.
Avantax is the largest tax-focused wealth manager, with 3,500 advisors across the country overseeing more than $61 billion in total client assets. Both Avantax and HKFS recognize the necessity of pairing tax and financial planning for a holistic approach to achieving long-term goals. Avantax and HKFS share the same value in delivering exceptional service to our clients – helping you address your personal and financial goals.