š AvEstate⢠Tax Planning & Advisory ā Powered by Avari Quantum Technologies
Boutique Estate Planning for Ambitious Clients
At Avari Tax & Financial Services, we donāt just prepare documentsāwe build legacies. Our flagship estate planning solution, AvEstateā¢, combines elite tax strategy with proprietary technology developed by our partner firm, Avari Quantum Technologies.
Whether you're a business owner, investor, or professional with multi-state or international assets, our planning platform delivers clarity, compliance, and confidence.
š· What We Offer:
- Customized estate planning workbook tailored to your assets, trusts, and goals
- Strategic guidance on trust selection, funding, and tax optimization
- Retirement account modeling, charitable giving strategies, and international coordination
- Multi-year projections for estate growth, gifting, and tax exposure
- Collaboration with your attorneyāor referral to our trusted estate counsel
- Proprietary technology that outperforms traditional software
At Avari Tax & Financial Services, our ethos is rooted in clarity, compliance, and empowerment. We believe every client deserves a strategic partner who understands their ambition and delivers solutions that evolve with them. Whether you're navigating complex transitions or building a legacy, our team works virtually with clients nationwideābringing boutique precision, next-generation technology, and relationship-driven advisory to wherever you are.
š§ Who It's For:
- Individuals and families with estates over $1M
- Business owners preparing for succession
- Professionals with complex tax exposure
- Attorneys and bookkeepers seeking strategic support for their clients
š¼ Powered by Avari Quantum Technologies
Our next-generation planning tools are built by Avari Quantum Technologies, a tech-forward partner firm specializing in financial modeling, analytics, and SaaS innovation. All technology services are billed through Avari Tax & Financial Services under a transparent SaaS model.
š§ Reply to this ad now to schedule your virtual consultation. Letās resolve your tax situation with clarity and confidence.
š www.AvariTax.com
š Call (702) 985-1158 to Reserve Your Appointment
š Based in Las Vegas Serving Clients Nationwide
šØāš¼ Enrolled Agents are the only federally licensed tax professionals authorized by the IRS to represent clients in audits, collections, and appeals ā across all 50 states. Unlike CPAs and attorneys, EAs specialize exclusively in taxation, giving you deep, focused expertise and year-round strategic guidance. It's like having a tax attorney and planner rolled into one ā without the Big 4 or law firm pricing.