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 their relationship with each of their clients in this program. America’s Tax Solutions™ is the financial services firm of Tax Professionals.
How Does America’s Tax Solutions™ Meet the CPA Firm’s Needs?
We help you BUILD YOUR BUSINESS through our proprietary programs such as the second opinion program, innovative marketing plans, client retention programs, and many more all designed to not only build your business, but to INCREASE YOUR CASH FLOW. The America’s Tax Solutions™ model differentiates itself from similar models in the marketplace using:
  • A PROPRIETARY SOFTWARE PROGRAM built to strategically analyze tax data to uncover wealth management planning needs and opportunities.
  • An ALLIANCE PROGRAM that enables you to leverage the time and talent of one of our experienced wealth preservation consultants to build and grow your wealth management business.
  • UNIQUE FOCUS on retirement distribution and wealth protection planning.
  • PRACTICE MANAGEMENT CONSULTATION to assist the CPA firm in building a wealth management business with transferable enterprise value.
  • ON-GOING FOCUSED EDUCATION AND TRAINING to promote wealth management services in a CPA firm.
  • An ADVANCED CASE DESIGN TEAM to assist with complex estate and business planning needs.
  • A SIMPLIFIED LICENSING PROCESS to offer holistic wealth management solutions.

"I've reduced client defections significantly since attending the tour!"

- W.P.

 

Pathway to Success

America’s Tax Solutions™ is COMMITTED to providing educational resources and forums to prepare our CPA affiliates to better serve their clients and build their business. Many of our educational offerings provide CPE credit.

  • QUARTERLY REGIONAL TRAINING MEETINGS and WEBCASTS to share and discuss best practices
  • 24/7 WEB PORTAL that provides education on demand on a variety of wealth management topics
  • NATIONAL REGIONAL CONFERENCES that provide a menu of continuing education


 

IRA Summit

The IRA Summit is our exclusive multi-day program, designed to educate CPAs on the advanced fundamentals of IRA planning. Advanced topics include distribution planning for 401(k)s and other retirement plans.

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CPA Academy

The CPA Academy is a multi-day program which will teach you how to become the local go-to expert in your community and better serve your clients’ retirement distribution, financial planning and asset protection needs.

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CPA Symposium

The CPA Symposium offers timely insights, solid strategies and valuable ideas that will help you increase your revenue this year. This symposium will guide you through myriad timely tax-related subjects – zeroing in on the latest changes.

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Best Practices Tour

The Best Practices Tour is designed to help accounting professionals understand the complex world of distribution planning for their clients’ IRAs, 401(k)s and other retirement plans.

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Webinars

The Webinar Series will teach you all you need to continue to grow your practice for years to come. Get what you need to know as a CPA including key retirement and financial planning topics to discuss with your clients.

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Contact Us

Our office is located at:

One America Plaza
600 W. Broadway, Suite 2150 San Diego, CA 92101
7 AM – 4 PM PST

One America Plaza
600 W. Broadway, Suite 2150
San Diego, CA 92101
7 AM – 4 PM PST

Phone Lines:

Toll Free: (866) 225-1786
Local: (619) 272-4300
Fax: (866) 834-0908

Toll Free: (866) 225-1786
Local: (619) 272-4300
Fax: (866) 834-0908

Koshy P. George

President

kgeorge@americastaxsolutions.com

E-mail

(866) 225-1786

Barry Bulakites

Senior Managing Director

bbulakites@americastaxsolutions.com

E-mail

(866) 225-1786, Ext. 305

Priscilla Jones

Program Director

pjones@americastaxsolutions.com

E-mail

(866) 225-1786, Ext. 322

Davinia Lawler

National Director of Business Development

dlawler@americastaxsolutions.com

E-mail

(866) 225-1786, Ext. 307

Tiffany Fowler, Esq.

Chief Counsel, Vice President,
Advanced Markets Head of Training and Development

tfowler@americastaxsolutions.com

E-mail

(866) 225-1786, Ext. 313

Barry Bulakites

Senior Managing Director

bbulakites@americastaxsolutions.com
(866) 225-1786, Ext. 305

Priscilla Jones

Program Director

pjones@americastaxsolutions.com
(866) 225-1786, Ext. 322

Davinia Lawler

National Director of Business Development

dlawler@americastaxsolutions.com
(866) 225-1786, Ext. 307

Tiffany Fowler, Esq.

Chief Counsel, Vice President, Advanced Markets Head of Training and Development

tfowler@americastaxsolutions.com
(866) 225-1786, Ext. 313

 

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