The ATS Story
What makes This the Premier Program for Helping CPA Firms Build a Profitable Wealth Preservation Business
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 clients’ complex needs and demands in 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 entering retirement, trillions of dollars in assets need 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 working with an experienced financial professional to assist in building a wealth preservation business or using 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 complete the wealth preservation offering, the CPA will contractually maintain control and ownership of each client in America’s Tax Solutions® program.
America’s Tax Solutions® is a financial services firm of Tax Professionals.