consumers

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What is America’s Tax Solutions®

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America’s Tax Solutions® was created to help CPAs and Tax Professionals EFFECTIVELY MEET THE COMPLEX NEEDS OF THEIR CLIENTS in the areas of asset management, retirement distribution planning and wealth protection. We understand what Americans need to know in order to EFFECTIVELY SECURE their future and the future of their loved ones.

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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.

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As a result, more and more clients are turning to CPAs for professional help in developing sound RETIREMENT DISTRIBUTION STRATEGIES and estate plans while preserving their wealth. America’s Tax Solutions® is the PREMIER firm for CPAs, Tax Professionals and their clients. At America’s Tax Solutions® we help you see your entire financial picture, define your objectives and then…GO GET THEM!
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How Do America’s Tax Solutions® CPAs Meet Your Needs?

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What We Do

Key benefits offered by America’s Tax Solutions® include: retirement distribution planning, tax planning, estate tax analysis, wealth distribution analysis, qualified plan distribution analysis, annuity strategies, asset protection and a comprehensive retirement roadmap. Our members can help you CREATE AND GROW WEALTH, protect and preserve your life savings and plan for a life legacy.

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ATS

Why ATS?

Learn more about what America’s Tax Solutions® can do for you.

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Too many Americans spend a lifetime accumulating savings and assets only to have them LOST TO EXCESSIVE TAXATION, MARKET VOLATILITY or CREDITORS during retirement. Proper RETIREMENT DISTRIBUTION ASSET PROTECTION PLANNING can help reduce the likelihood that you will experience a financial hardship during retirement.

With the right strategies in place, the CPAs, Tax Professionals and Wealth Preservation Consultants at America’s Tax Solutions® (ATS) work together to help clients create a STEADY AND RELIABLE STREAM OF INCOME during the retirement. Developing a COMPREHENSIVE plan to preserve, protect and defend your nest egg and other assets while SIMULTANEOUSLY creating a plan to leave a legacy, rather than a big tax bill, to your loved ones is our focus.

Do you have the RIGHT STRATEGIES in place so you don’t run out of money during retirement? Are your retirement assets protected from market volatility and creditors? Are you leaving your legacy to your family or Uncle Sam? Find an ATS professional in your area to make sure you have SOUND PLANS in place by completing the form below…consultations with ATS members are always FREE!

Once we receive your inquiry, we will contact you within 1-3 business days with information about a local CPA.

All fields are required. Scroll down for additional fields.

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WPC

Wealth Preservation Services

Our wealth preservation services can
help reduce financial risk.

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Many Americans have ACCUMULATED SIZABLE WEALTH that needs to be PROTECTED from the risks of taxes and inflation. America’s Tax Solutions® provides RESOURCES AND SOLUTIONS TO HELP YOU properly plan for the protection and transfer of your wealth to the next generation.

Wealth Preservation Services include:

  • INCOME REPLACEMENT
  • Liquidity to BUY OUT SHAREHOLDERS OF A BUSINESS
  • Providing a LIFE LEGACY FOR HEIRS
  • Providing a LEGACY FOR A FAVORITE CHARITY/CHARITIES
  • TAX-ADVANTAGED DISTRIBUTIONS
  • Liquidity to PAY TAXES AND EXPENSES AT DEATH
  • CREATING PARITY for children in asset transfers

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APS

Asset Protection Services

Protect your assets from
potential loss and liability.

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America’s Tax Solutions® (ATS) offers options BEYOND STANDARD retirement planning, tax services and financial solutions. The reality is we live in a litigious society and coupled with MARKET UNCERTAINTIES and changes in tax laws, Asset Protection Services have become more important today than ever before.

To better serve our clients, ATS has partnered with BarthCalderon LLP. This well respected firm offers expertise in ASSET PROTECTION strategies and services. The professionals at BarthCalderon understand that for many clients, the most common causes for their loss of wealth are: poor tax planning, unchecked spending, bad investments and lawsuits. They are AVAILABLE TO ATS MEMBERS and can provide assistance with family asset protection, individual asset protection and business asset protection.

As an ATS partner, BarthCalderon provides FREE CONSULTATIONS to clients who are concerned about protecting their assets from potential loss. Here are just some of the ASSET PROTECTION SERVICES offered:

  • Asset Protection for Your Elderly Parents
  • Asset Protection Integration Into Buy/Sell Agreements
  • Converting an S or C Corp into an LLC
  • Creating a Family Foundation
  • Creating or Updating Estate Plans
  • LLCs for Stocks, Bonds and Cash
  • Protecting Assets from Unforeseen Lawsuits
  • Professional Trustee Services
  • Separate Property Agreements
  • Trust Planning

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locate

Contact a CPA

Locate a CPA in your community.

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Once we receive your inquiry, we will contact you within 1-3 business days with information about a local CPA.

All fields are required. Scroll down for additional fields.

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selecting

How to Pick a Tax Professional

Unsure which Tax Professional to choose? Click here for helpful information.

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 2015 Tax Season Graph

Over the last several years, MANY taxpayers have been leaving their CPAs and changing course to go down the DO-IT-YOURSELF route when it comes to tax preparation. While that may be a great option for some people who only have W-2s to worry about or those with little or no assets, the rest need a more COMPREHENSIVE option. If you have an IRA, 401(k), other retirement assets or need solid financial planning strategies in place, you may want to consider sticking with your trusty CPA (or finding a new CPA) who can provide accounting and planning services beyond the popular do-it-yourself computer programs.

2015 Tax Season Graph

When choosing a CPA, make sure that CPA or CPA firm offers the SERVICES THAT YOU WANT AND NEED. Also, not all accounting services are fee-based and they shouldn’t be. That’s right, plenty of CPAs offer FREE AUXILIARY CLIENT SERVICES SUCH AS CUSTODIAL REVIEWS, annuity check-ups, retirement planning checklists, beneficiary form audits, multi-generational IRA strategy assistance and other important planning services to help benefit you, your family and your heirs.

Financial and tax planning services go hand in hand while the retirement distribution planning component has become more CRITICAL than ever before. Do you have the right accountant? Does your CPA or accounting firm offer all the tax, financial and retirement planning services YOU NEED? Not all CPAs and CPA firms are tax, financial and retirement distribution planning specialists but the CPAs and accounting firms affiliated with America’s Tax Solutions® are.

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selecting

How to Pick a Tax Professional

Unsure which Tax Professional offers the services you need? Click here for information and guidance.

[modal size=”lg” text=”Learn More” xclass=”btn btn-primary btn-md”]

Over the last several years, MANY taxpayers have been leaving their CPAs and changing course to go down the DO-IT-YOURSELF route when it comes to tax preparation. While that may be a great option for some people who only have W-2s to worry about or those with little or no assets, the rest need a more COMPREHENSIVE option. If you have an IRA, 401(k), other retirement assets or need solid financial planning strategies in place, you may want to consider sticking with your trusty CPA (or finding a new CPA) who can provide accounting and planning services beyond the popular do-it-yourself computer programs.

2015 Tax Season Graph

When choosing a CPA, make sure that CPA or CPA firm offers the SERVICES THAT YOU WANT AND NEED. Also, not all accounting services are fee-based and they shouldn’t be. That’s right, plenty of CPAs offer FREE AUXILIARY CLIENT SERVICES such as custodial reviews, annuity check-ups, retirement planning checklists, beneficiary form audits, multi-generational IRA strategy assistance and other important planning services to help benefit you, your family and your heirs.

Financial and tax planning services go hand in hand while the retirement distribution planning component has become more CRITICAL than ever before. Do you have the right accountant? Does your CPA or accounting firm offer all the tax, financial and retirement planning services YOU NEED? Not all CPAs and CPA firms are tax, financial and retirement distribution planning specialists but the CPAs and accounting firms affiliated with America’s Tax Solutions® are.

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resources

Resources

View sample newsletters and other materials.

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White Papers

ats_who_inherits_your_ira

Who Inherits Your IRA, the IRS or your Heirs?

Annuities v CDs

Long-Term Care

LTC Information

LTC Solutions

Facts of Interest

Ex-Wife Gets 401(k) Plan

How Safe is your CD?

Unintended Tax Consequences

Newsletters

America’s Long-term Care Crisis: Are You Prepared?

Tax Season Is in Full Bloom

Let’s Talk…

Exploring New Strategies in a New Year

Travel Plans? Not So Fast…

Avoid June Gloom and Retirement Doom!

Spring Into Tax Season With Eyes Wide Open

Ready, Set, Retire!

Give Thanks, Take Time to Plan

The Bear Naked Truth About Fixed Annuities

Ira Planning Isn’t So Scary

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White Papers

ats_who_inherits_your_ira

Who Inherits Your IRA, the IRS or your Heirs?

Annuities v CDs

Long-Term Care

LTC Information

LTC Solutions

Facts of Interest

Ex-Wife Gets 401(k) Plan

How Safe is your CD?

Newsletters

America’s Long-term Care Crisis: Are You Prepared?

Tax Season Is in Full Bloom

Let’s Talk…

Exploring New Strategies in a New Year

Travel Plans? Not So Fast…

Avoid June Gloom and Retirement Doom!

Spring Into Tax Season With Eyes Wide Open

Ready, Set, Retire!

Give Thanks, Take Time to Plan

The Bear Naked Truth About Fixed Annuities

Ira Planning Isn’t So Scary

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Contact Us

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All fields are required.

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More Updates

CRDS AND ROTH CONVERSIONS – ABUSE OF THE RULES?

The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

Read More »

Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

Read More »

Tapping Into Retirement Accounts If Not Directly Impacted By COVID-19

The recently-­‐enacted Coronavirus Aid, Relief, and  Economic Security Act (CARES  Act) signed by President Trump  on  March  27, 2020, allows  “qualified individuals” to take up  to  $100,000 of  penalty-­‐free IRA and company plan withdrawals during 2020. “Qualified individuals” include those who are (or whose family members are) sickened by the virus or who have virus-­‐related

Read More »
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