Choose Your Model

WPC Program or Independent Program

CPAs can select to work with our Wealth Preservation Consultant (WPC) program or our Independent program.

CPA Firm Aligns with Table Bay WPC

CPA Firm Has Access to Proprietary Data Mining Software

CPAs and WPC Work as a Team to Build Wealth Preservation into Current Practice

WPC Works With CPA and Clients on:

  • Retirement Distribution Planning
  • Tax Planning
  • 2nd Opinion Program
  • Tax-free Retirement Estate Tax Analysis
  • Wealth Distribution Planning
  • Social Security Maximization
  • Pension Maximization
  • Annuity Strategies
  • Retirement Road Map
  • Qualified Plan Distribution Analysis
  • Trust Analysis

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 designed to develop your business and increase your cash flow. The America’s Tax Solutions® model differentiates itself from similar models in the marketplace due to:

 

  • PROPRIETARY SOFTWARE PROGRAM built to strategically analyze tax data to uncover wealth management planning needs and opportunities.
  • 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 asset 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.
  • ADVANCED CASE DESIGN TEAM to assist with complex estate and business planning needs.
  • SIMPLIFIED LICENSING PROCESS to offer holistic wealth management solutions.

Independent CPA Program

CPA Operates Wealth Preservation Practice CPA Conducts All Client Meetings CPA Offers :

  • Retirement Distribution Planning
  • Tax Planning
  • 2nd Opinion Program
  • Tax-free Retirement

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 designed to develop your business and increase your cash flow. The America’s Tax Solutions® model differentiates itself from similar models in the marketplace due to:

  • PROPRIETARY SOFTWARE PROGRAM built to strategically analyze tax data to uncover wealth management planning needs and opportunities.
  • 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 asset 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.
  • ADVANCED CASE DESIGN TEAM to assist with complex estate and business planning needs.

SIMPLIFIED LICENSING PROCESS to offer holistic wealth management solutions.

Triple Your Revenue in 12 Months

Want to Join the ATS Team?