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What is Tax Alpha?

What is Tax Alpha?

You may ask,what is tax alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.


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 Our Specialties

Small Businesses

For many entrepreneurs who start their own business, it often becomes clear that managing their company’s finances and taxes can be a full-time endeavor in and of itself—not to mention keeping up with the impact that...

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Agriculture & Farming

With extensive experience providing full-service tax and accounting to the agriculture and farming industry, we are intimately familiar with cash flow management, depreciation and tax benefits for farmers, and the USDA farm program and...

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Medical Professionals

Our firm is committed to helping you achieve financial success within your medical practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to healthcare practitioners. Our trained staff understands...

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