Tax Planning and Management for High-Net-Worth Individuals

Preserve your net worth with tax-smart strategies

Pay only what tax law requires — and no more

We work with high-net-worth individuals like you to reduce liabilities through tax-smart planning and management. So you can keep more of what’s yours to build a life that matters to you.


Tax services and wealth management, all in one place

Your wealth manager’s guidance can impact your taxes. But there’s no need to worry about crossed wires between your CPA and financial advisor when you work with Landmark. Our CPAs and financial advisors work side by side, you can get both your tax and wealth management services all in one place.


You want a partner for your success

You want a partner who advocates for your financial well-being. Who cares about your lifestyle goals. Who treats you like a person, not a number. At Landmark, that’s exactly the kind of partnership you’ll find. This is why clients have trusted us for more than 6 decades.

You want proactive — not reactive — guidance from your CPA. We’re not here just for tax season. We want to help you make tax-smart decisions all year long.

Whether in prosperous or uncertain economic times, you can count on us to help you make those key financial decisions. 

From our 6 offices, we serve clients in Arizona, Arkansas, Missouri, Oklahoma, and across the United States.


From our 6 offices across Arkansas and Arizona, we provide tax planning and management services to high-net-worth individuals locally and nationwide.

See Our Locations

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 SM . Investment Advisory services offered through Avantax Advisory Services SM . Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100, Dallas, TX  75019. 972-870-6000.