What is a Certified Tax Coach (CTC)?
The Certified Tax Coach (CTC) designation denotes financial expertise, tax planning excellence, and outstanding customer satisfaction. A CTC is a professional with advanced training and years of experience in proactive tax planning, who specializes in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. Members of this designation include Certified Public Accountants, Enrolled Agents, attorneys, and financial service providers. All Certified Tax Coaches attend an intensive, three-day proprietary training academy and are required to attend 24 additional hours, each year, of continuing professional education in proactive tax planning.
The American Institute of Certified Tax Planners (AICTP) is an independent, not-for-profit corporation which trains and certifies tax professionals in the philosophy of proactive tax planning and compliance. The organization, which administers the Certified Tax Coach and other designations, upholds a strict Code of Ethics to ensure the highest standards of integrity and excellence among its members. The organization also offers a network of resources, ongoing education, and joint venture opportunities to its members.
What makes working with a CTC different from working with other tax professionals?
By solely focusing on compliance methods, many tax professionals miss opportunities to save their clients money. In fact, the United States Government Accountability Office estimates that taxpayers overpay taxes by almost $1 billion per year due to missed tax reduction opportunities. As a CTC, our main focus is helping taxpayers reduce tax obligations and preserve wealth. The money you make is one thing but the money you get to keep is another. To save you from overpaying, tax planning must be done proactively throughout the year, not after the year is over (reactively). Certified Tax Coaches focus on year-round strategic planning methods and engage their clients in the tax process. By capitalizing on the wealth of tax-saving resources in the U.S. tax code, proactive tax planners help their clients maximize their personal wealth and see higher revenues for their business. A CTC provides a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes.
Coaching and PROACTIVE strategies to build your future
Confidence knowing you are paying the least amount of tax possible
A customized strategy created just for you
Personalized solutions for your own situation that reduce tax
Flexible plans that incorporate new laws and adapts as your situation changes
A team of advisors to give direction and accountability through goal setting
Provide more value than simply filling out your returns
We don’t just record the history you give us – we help you write it!