top of page

Tax Filing to Enhance Your Services 

Expand your service offering with integrated tax prep and filing, all through your own co-branded app.

integrated-tax-prep-and-filing-through-wavvest-app
best-ria-tech-app-wavvest

Client-Facing Technology

effortlessly-file-taxes-through-wavvest

Embedded Tax Filing

Clients can effortlessly streamline the tax filing processes with tax filing directly in their own mobile app.

tax-calculator

Client Calculators

Clients can always understand their withholding and optimize their paychecks.

Effortlessly streamline your tax filing process with 1099 integration and pre-filled data fields.

tax-filing-through-wavvest-app-screenshot

Advisor-Facing Technology

tax-checklist
Broaden Your Scope of Service 

Enhance your advisory capabilities by incorporating integrated tax filing solutions, allowing you to meet more of your clients’ needs.

Trusted Partner Integration

Through Wavvest's partnership with April, tax filing is directly incorporated into your firm's ecosystem. 

wavvest-tax-partner-april

See How We Can Help

Contact Us Today!

How did you find us?
Wavvest-logo
  • LinkedIn

Wavvest Holdings, Inc. (“Wavvest”) is a tech company headquartered  in Chicago, IL and the parent company of Wavvest Wealth LLC and Wavvest Technologies LLC. Wavvest Wealth LLC is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Wavvest Wealth LLC may only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. The Wavvest website (referred to herein as the “Website”) is limited to the dissemination of general information about its advisory services, along with access to additional investment-related information, publications, and links. The publication of the Website on the Internet should not be construed by any client or prospective client as Wavvest's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent direct communication by Wavvest with a prospective client will be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.​​

© 2025 Wavvest Holdings Inc.

Wavvest-logo
bottom of page