The TBA Team is your answer: Partner with the TBA Team and instantly have a seasoned group of financial professionals in your corner. Allow us to put in the time on your behalf, vetting solutions and concepts for your top clients. We will present it to you for additional vetting. Once the solution is to your firm’s liking, it will be presented to your client under your direction. Then, the implementation of that plan will be handled by TBA Team, all the while keeping you apprised. By making one call to the TBA Team, we will save you hours of work and create a billable plan, and new billable hours for your CPA firm.

The TBA Team is your answer: Partner with the TBA Team and instantly have a seasoned group of financial professionals in your corner. Allow us to put in the time on your behalf, vetting solutions and concepts for your business and personal needs. We will present it to you for additional vetting. Once the solution is to your liking, we help implement the plan at your directed pace. By making one call to the TBA Team, we will save you hours of work and create a solidified plan for you and your business.