Member Success

Testimonials

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 so much for all of your help, I really do appreciate it.
Robert GambardellaCPA, CTC
Very successful with tax planning revenue this year so far, and it’s looking like I will be busy through the end of the year earning even more. I won’t be working Saturdays this coming tax season for the first time since I opened my practice 11 years ago. I’m in the process of hiring an admin for the first time ever. I’ve never entered the “slow” season with this much money in the reserve. Thanks again for teaching me a better way to do business! This is my first year as a CTC and it’s already made this much difference in my practice (and my life) – I can’t wait to see what the coming year brings!
Russell Barnett
AICTP has been a game changer for my firm. It helped us transition from basic tax preparation to offering high-value tax planning services. The training and resources provided were exceptional, equipping us with the tools and confidence to deliver proactive strategies that significantly benefit our clients. Thanks to AICTP, we've elevated our practice and now provide the strategic insights our clients need to succeed. Highly recommend!
Dimpy GulatiCPA, 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 HightowerCTC

Priscilla Thomasevich

Stephanie Anderson

Thanks to the Academy, I came back to my office and I DOUBLED my rates, both hourly, fixed fee pricing, etc. My new minimums are no longer minimum wage and below! I read about the average accountants’ wages, and I know I am in the top earner for just a Sole Practitioner like myself. You gave me insight into the VALUE that we provide to our clients, and more importantly, you taught me to VALUE myself. I cannot express how thankful I really am. With this ‘extra’ cash, I was able to invest in better software, technology, and naturally the ability to hire my first full-time admin!
Jonathan Bengel
I highly recommend becoming a member! My clients have benefited from the increased value my firm and I can now provide. AICTP offers exceptional educational opportunities and a supportive community of collaborative tax experts. I have achieved tremendous success transitioning my traditional tax firm to a premier tax advisory firm in my area of Palm Beach County, FL. I have developed many new relationships with other members and I genuinely feel everyone wants to help me succeed. It's an amazing time for tax!
Priscilla ThomasevichCPA, CTP
Thank you both for all your information, advice, patience, assistance, and everything you guys have done. I am constantly told by clients and referral sources, 'No one else in the county has a firm like yours, or looks at businesses and taxes the way you do.' "It truly has been an amazing year, and while I have worked hard getting it there, it is from utilizing everything you guys have taught me.
Christine PavlikCPA, CTC
I just finished two weeks of year-end planning meetings. Last week I picked up 8 new clients, three of them $1-2MM AGI or more. Am I excited? Are you kidding, YES. (And it is a blast! A lot of work . . . but a blast!)
Joseph ConradEA, CTC

Tom Gorczynski

Lubna Channo

As a student of this Academy I am so grateful for everything I have learned here. The knowledge I have acquired here has transformed my life and a practice in a way I did think possible. This is the information I have been craving. The information you can not get in college or ordinary CE. Yet, it is the knowledge that is needed to truly serve clients. Everything I have received far outweighs the money I paid in membership. CTC is very generous. Thank you.
Stephanie AndersonEA, CTP, MSCTA
The AICTP has been a game changer for me. After quitting twice because of the long hours and low pay I was getting from my accounting business, I finally decided to make a change and join the AICTP. In less than 2 months I was working with fewer clients, enjoying nights and weekends with my family, all without sacrificing the quality of my work and the service provided to my clients. In fact, I can now say that my clients are getting better service than before.
Ana B. GarciaCPA, CTC
I’m really impressed with the program! The training was top-notch, providing practical insights and strategies that have significantly improved my business. The community of professionals involved is fantastic. The connections made and the shared knowledge during the program and at the reunion have been incredibly valuable. Overall, this program has transformed my approach to tax planning and has been well worth the investment. Highly recommend it for anyone looking to advance their skills and grow their business.
Ekaterina OsaniCPA, CTC
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.
Diane Porter

Amit Chandel

Craig Cody

This 3 day seminar was arguably the best education and training event that I’ve attended in my more than 20 year career. The system is well thought out from sales to analysis to delivery to retention, and it delivered real value.
Scott FloersheimCPA, CFP, CTC
Thank you — it's a wonderful feeling being part of this group of elite proactive tax advisors. And thanks for opening my eyes to your methodology of income shifting. I was aware of Tax Planning but not to such an extent. I am glad that I joined! All the best.
Brian GoldglanzEA, CTC
Hello Everyone - just a couple comments. The forum is AWESOME. I am on several professional forums, and when I heard "CTC has one too" I thought, "that's nice". But this is far more useful info than I imagined. Thanks to all who participate.
Dean OwenCPA, CTC
I have completed my share of programs and certifications. This is one that paid for itself many times over within the first month or two of completion. It's a substantial program with continuing education and is both ethical and comprehensive in its approach.
David BlockEA, CTC, CFP

Sean Adams

Angie Bhasin

Most valuable for me was finding solutions for my clients, and value for my clients — so they’ll be happy with my fees. “I can see now that all the time and research and effort I put into my work for my clients is worth more than I’m currently charging.
L. Duane AllenCPA, CTC
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.
Tony AmatoreCPA
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.
Diane GardnerCTS
Dominique and her crew do a great job keeping us informed, motivated and on Summits and Reunions entertained and engaged. If you are looking for a great group of like-minded proactive helpful colleagues this is THE PLACE for tax planners.
Justin StreeterCPA

Matt Gaylor

Beth Gierhart