AvantiPro is a complete solution to tax planning services for clients who desire a more premium experience from their financial advisors. Lead by Cathie Mannion, CPA, MBA, EA, from tax preparation and tax planning to entity selection and accounting, AvantiPro is the forward-thinking source for all your personal and corporate tax services. 

Taxes are complicated, but AvantiPro's tax services make them easier to navigate, thanks to a knowledgeable team that helps clients understand the key differences between tax preparation, tax planning, and tax management—all essential for making tax-smart decisions that benefit both personal and business finances.

AvantiPro’s tax planning services work hand-in-hand with Avanti Wealth’s tax management strategies, creating a seamless approach to reducing lifetime taxation. From personal and business tax returns to qualified business income deductions (QBID), state and local tax credits, and in-depth tax analysis, our tax specialists help uncover every opportunity to maximize your savings and keep more of what you’ve earned.

Business consulting and coaching is incorporated into our approach at AvantiPro, so you’ll never need to wonder how our business productivity and advisory services fit in with your business needs. Led by our Kolbe Certified® consultant and co-founder Leisa Bilello, AvantiPro uses Kolbe Wisdom™ to help company leaders learn more about what drives specific behaviors of their team. In addition to enhancing your company culture, processes, and efficiency, AvantiPro can help your business be better prepared for succession when you’re ready to pass the torch.