What is a Certified Tax Coach?
Certified Tax Coaches are tax professionals including CPAs, EAs, attorneys and financial service providers, with advanced training in proactive tax planning from The American Institute of Certified Tax Planners. The CTC designation is an apprenticeship program for becoming a Certified Tax Planner.
How does a person become a Certified Tax Coach?
The American Institute of Certified Tax Planners is an independent, not-for-profit corporation based in San Diego. This organization administers training to become an expert in proactive tax planning.
Why should a tax preparer become a Certified Tax Planner?
Certified Tax Planners are trained in the philosophy of proactive tax planning to save their clients thousands of tax dollars. The American Institute of Certified Tax Planners offers a network of resources, ongoing education and joint venture opportunities to its members.
What does the training entail?
Each license applicant attends an intensive, three-day training academy to become knowledgeable in high impact, proactive tax planning strategies. Members can access a network of resources and ongoing education for continued support after training. After achieving their initial designation as a tax planning apprentice (Certified Tax Coach), participants continue to practice and study additional tax planning techniques to achieve the license of Certified Tax Planner.
Why should a taxpayer use a tax preparer that is a Certified Tax Planner?
Unlike traditional tax preparers who crunch numbers in April, Certified Tax Planners specialize in year-round strategic planning methods. In order to save clients from overpaying their taxes, Certified Tax Planners find deductions, credits and strategies, resulting in thousands of tax dollars in savings.
How many Certified Tax Planners are there in the US?
There are less than 700 specialists in 50 states trained by American Institute of Certified Tax Planners. This elite network of tax professional includes CPAs, EAs, and attorneys.
What are Ms. Molina's qualifications to coach others in certification?
Prior to founding Certified Tax Planners, Ms. Molina received a bachelor’s degree in Accounting from San Diego State University and managed her own practice, AccountOnIt, for seven years. She is also the author of seven published books on taxation.
How much money is wasted by taxpayers each year by not having their taxes prepared by a qualified tax preparer, like a Certified Tax Planner?
According to the United States Government Accountability Office, taxpayers overpay by $1 billion per year due to missed tax reduction opportunities. However, after serving close to 90,000 small businesses, Certified Tax Planners estimate that closer to $500 billion is wasted each year due to missed tax planning opportunities.