Track licensing fees, fintech tools, and client development. Optimize taxes on advisory income.
Independent financial advisors and RIA owners have unique tax situations—Series licenses, compliance costs, portfolio management tools, and client acquisition expenses. Strategic tax planning helps you keep more of your advisory fees. AlphaTax helps financial professionals maximize deductions and implement tax-efficient retirement strategies.
These are the most common deductions financial advisors can claim. AlphaTax tracks these automatically.
Financial advisors often have high, stable income—ideal for defined benefit plans that can shelter $100,000+ annually.
Features designed for how financial advisors actually work.
Advisors use expensive software. AlphaTax categorizes your entire tech stack—from portfolio management to CRM.
Track Series licenses, state registrations, and certification fees across multiple jurisdictions.
As a financial advisor, you understand retirement planning. AlphaTax helps model optimal contribution strategies for your own situation.
Categorize prospect meetings, client events, and marketing expenses with proper documentation.
Join thousands of financial advisors who use AlphaTax to track deductions, plan quarterly taxes, and maximize their savings.