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.


3x Revenue in 12 Months


4x Valuation in 18–24 Months


Reduce/Mitigate Liability


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.


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


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


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


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®.