Meeting Your Needs

TRIPLE Your Revenue in Twelve Months

Meeting the CPA Firm's Needs

Building Your Business

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 all designed to not only build your business, but to INCREASE YOUR CASH FLOW. The America’s Tax Solutions® model differentiates itself from similar models in the marketplace using:

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

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