Unique Platforms

The Financial Services World is evolving...

Helping CPA firms build a profitable wealth management business. Our mission is to equip our CPA affiliates with the necessary tools, resources, and training to effectively meet the complex needs and demands of their clients in the areas of asset management, retirement distribution planning, and wealth protection.

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 an experienced independent financial professional 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.
GROWS unencumbered by compliance and regulatory concerns
Changes the way you attract highly MOTIVATED and affluent prospects

What CPAs are Saying about America's Tax Solutions...

“We’ve been a member of America’s Tax Solutions for two months now, and have already made an extra $85,150. We recommend this program to any CPA who wishes to provide a value-added service to his clients, increase their revenue and bulletproof their practice from potential litigation. This system is truly turn-key.”

Cliff S.

California

“The meeting was worth the trip. I rate it a 20 out of 10. I am prepared to implement all of the ideas via America’s Tax Solutions and follow your directions. Thank you!”

Richard E.

Florida

“Thank you for sharing your knowledge and expertise. I appreciate your commitment to supporting/training me so that I can become a more valuable advisor to my clients. I believe the Table Bay/America’s Tax Solutions model is the right way to get CPAs like me moving into the right direction to help our clients.”

Rola H.