What is America's Tax Solutions™?

America’s Tax Solutions™ is an exclusive program designed to help CPA firms build a profitable wealth management business. Our mission is to provide our CPA affiliates with the necessary tools, resources, and training to effectively meet the complex needs and demands of clients in the areas of asset management, retirement distribution planning, and wealth protection.

CPAs have served as their clients’ financial gatekeepers for many generations by providing professional tax and accounting services. Today, the roles of CPAs are changing and growing. With the first wave of Baby Boomers already entering their retirement years, trillions of dollars of assets are in need of proper management, distribution and preservation. As a result,

more and more clients are turning to CPAs for professional help in preserving their wealth.

Our program provides a CPA with the flexibility of choosing to work with an experienced financial professional to assist in building a wealth preservation business or choosing to use the platform capabilities to execute the wealth preservation offering themselves. If the CPA chooses to leverage the time and talent of an independent financial professional to execute the wealth preservation offering, the CPA will contractually maintain control and ownership of each client in the America’s Tax Solutions™ program. America’s Tax Solutions™ is the financial services firm of Tax Professionals.

CPAs Can Select to Work With Our Wealth Preservation Consultant (WPC) Model or Independent Model

WPC Platform

CPA Firm Aligns With Table Bay WPC

CPA Firm Has Access to Proprietary Data Mining Software

CPA and WPC Work as a Team to Build Wealth Preservation Into Current Practice

WPC Works With CPA and Clients on:

 

Retirement Distribution Planning 
Tax Planning
2nd Opinion Program
Tax-Free Retirement Estate Tax Analysis
Wealth Distribution Planning
Social Security Maximization
Pension Maximization
Annuity Strategies
Retirement Road Map
Qualified Plan Distribution Analysis
Trust Analysis

OR

Independent Platform

CPA Operates Wealth Preservation Practice
CPA Conducts All Client Meetings
CPA Offers:

Retirement Distribution Planning
Tax Planning
2nd Opinion Program
Tax-Free Retirement