Dean Owen, CTC

“At this point, I have stopped (selling plans), I can not get the work done I have now until I get staff up to speed to do plans. Probably 50 more as soon as I can process the work I have in front of me. Clients calling wanting it, I can't get it all done. Just finished one for tomorrow at 10:00 am delivery, and I get in at 10:00 after morning workout. This stuff best not screw up my gym time! Not sure how I am going to get it printed in time. Bad news, I am having to fire 10% of my clients … [Read more...]

Tony Amatore

"Everything I've spent on Certified Tax Coach — the upfront fee, the ongoing dues, etc. — is a fraction of what we've earned from learning the tax planning arena and selling tax planning services. The revenue jump has been incredible, and it has made a tremendous difference in our practice in NE Ohio. It allows you to open up a whole new world with your clients." … [Read more...]

Diane Porter

"I just sold my first CTC engagement for $5,000.00 and already realize that I charged far too little. Next time I will do better (next time will be next week!!!) I probably would not have charged anything for the analysis. This is how I have done it for the last 25 years. My husband was surprised and delighted! I have already changed my copy of the Price list to start at $5,000 to $7,500 and higher" … [Read more...]

Robert Gambardella, CPA, CTC

"CTC™ gave me the confidence and the system that I was lacking before, and I was able to close 4 tax planning clients literally the day after I completed my training. I closed 2 additional tax planning clients later that same week. "These prospects were all in my pipeline before I attended the training, but I was on their waiting list. Now they are on mine! "I have also been able to charge them higher fees than I had previously quoted to them, and they have all accepted without a haggle. "Thanks … [Read more...]


"This academy was exactly what I need to take my business to the next level and build my dream practice. I learned so much from this academy and am so excited about putting them to use and helping my clients saving lots of money and help me achieve my own goals, make a lot more money, work less hours, spend more time with my kids, and do more traveling, ballroom dancing and community services." … [Read more...]