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 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.