Get instant access to a robust membership area for masterminding, one-on-one discussions, networking and more. Get instant feedback and guidance from the top CTPs in the country.
Learn how to add the kind of value to your clients' lives that earns you the right to charge $15,000 or more per client.
Master the skills you need to unlock more free time than you thought possible
Discover the 6 Money Maker Strategies that CTPs use to increase revenue while decreasing work load by focusing on the RIGHT clients first.
Landing high paying clients as a CTP just got easier with our DFY brochures, presentation materials, email marketing campaigns and more.
The Live 3 Day Academy qualifies for 24 CPE hours, and we feature over 100 hours of both CE and CPE each year included with your membership!
Discover what it takes to find and bill clients who happily pay $15,000 or more in fees per year.
Proudly display your license and CTP(tm) logo upon certification and start getting clients that want more than "Just a CPA".
You get pricing and planning software, forms filing services, presentation materials, printing, supplies, and more at generous discounts all year long.
"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." - Diane Gardner, CTC
"Over the next 6 months I expect to see over $50,000 in new planning fees as a result of becoming a Certified Tax Coach. If you are a tax professional who does not attend, you are leaving money on the table!" - Bill Cummings, 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!" - Susan Hightower, 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." - Pat Kolodziej, CTC
Are you ready to make the switch to higher fees, less work, and more pride in what you do?
Then all you have to do is: