Ronald Mermer, CPA, CTC

“This organization has changed my thought process and my practice. It’s a proactive approach to tax planning and teaches you that it’s important to work on tax strategies throughout the year. It also emphasizes that you provide value to your clients and that you should be compensated for that value. It’s not one of those cases where it sounds too good to be true. It really works and I’ve had amazing success.” … [Read more...]

Aric Schreiner CPA, PFS, CTC

“What a bargain we offer our clients as proactive tax planners. First, we save our clients precious tax dollars by knowing the tax code (instead of being like Mrs. Smith’s CPA who discouraged her from taking legal deductions) and designing a personalized tax plan to fit their situation. Second, if they do get audited, we handle that potentially traumatic confrontation for them. I am so thankful to you for helping me make the transition from being a slave to my tax practice to an elite, … [Read more...]

Ron D’Arminio, CPA, CTC

“You and the members of our CTC community have been such a welcome part of my practice and life. I would have never imagined the degree of genuine friendships and caring, in addition to the wealth of experience and expertise, that could all be found inside one group. What started out for me as a professional organization, I now view more as ‘friends and family’. In January 2011 you personally welcomed me to AICTC and my practice began to transform immediately (and still continues to do so). 9 … [Read more...]

Diane Gardner, CTC

“I have just finished letters to fire two "D" clients. It sure feels good knowing that we won't have to deal with either of these people or their businesses again! Thanks CTC, for talking about this topic and reminding us how important it is to get it done now and not wait until later. For those of you who did not attend the reunion, you missed a great discussion on firing those "D" clients.” … [Read more...]

Susan Hightower, CTC

“Thanks again for going over the case I submitted last week for review during the case study call. I got the personal return, two S-corp returns and three good referrals in one follow up visit! He wants me to talk to the other four financial planners in his office and invited me to also be a presenter during their quarterly seminars…thank you, thank you, thank you!” … [Read more...]

Diana Castro, CTC

“This is an extraordinary avenue to transform an existing tax practice and offer invaluable options to existing and prospective clients. This was an amazing event…it completely exceeded any expectations I could have had. I greatly appreciated the patience and time that Dominique and Ed were willing to spend speaking with me and answering questions.” … [Read more...]

Pat Kolodziej, CTC

“My biggest takeaway from this program is that I can transform my business. I do not have to kill myself anymore, I can increase sales a better way. The biggest mistake you can ever make is to not attend this academy. If you want to keep working crazy hours and be underpaid, never take this course. This was the best money ever spent! Had a great three days! Made great friends and look forward to working with everyone at CTC.” … [Read more...]