The Premier Program for Helping CPA Firms Build a Profitable Wealth Preservation Business!

EXPAND your business

BUILD your practice

SECURE your future

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.

#1

3x Revenue in 12 Months

#2

4x Valuation in 18–24 Months

#3

Reduce/Mitigate Liability

#4

Have Fun!

Explore Your Membership

How does your membership in ATS grow your business, increase your revenue, and mitigate liability? These resources can show you how it all works.

Training

ATS provides world-class training (and CPE) for CPAs across the country.

Events

ATS offers a variety of events for CPAs and their clients, in-person and virtually.

Resources

ATS is overflowing with current, relevant, and easy-to-understand information for CPAs to share with their clients.

Testimonials

"Thank you for saving my heirs over one million dollars of inheritance tax!"

"This is a new world for me. ATS makes the [subject of taxes] so interesting, that time seems to fly during our sessions. I'm looking forward to putting into action what I am learning."

"I just wanted to take the time to thank all the people at ATS for all the work you have done in helping me achieve my goals."

Table Bay Financial Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Table Bay Financial Network provides CPE training for accountants and advisors that are contracted with America’s Tax Solutions®.