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

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 GardnerCTC

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

Aleksey Kaplan

Jackie Meyer

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

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

Very motivating presentation. Great information and best of all 'A Process of Delivery' The worst part about the weekend was it ended. By the way, I have five tax planning engagements going on — various pricing, but all over $1,500 each. All because of you, so I personally want to thank you and wish you and your family a very Merry Christmas.

Chris CogginsCTC

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

This is easily the best investment I have made into my practice. I expect increased revenue and reduced stress as a result of becoming a CTC.

Allen HargisCTC

I am watching the online training videos for the CTC™ and they are great! I am really looking forward to the next live event!

Ralf HeyerEA, CTC

Tools, knowledge and ability to, market skills necessary to offer the public great ways to save money (specifically taxes) in these tough times. This is all so appropriate for these times. I now have a roadmap for all aspects what a great feeling of knowing who I am and what I am all about. I look forward to our future success together.

Don McDonnell

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

Johnathan Bengel

Sean Adams

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 just checked my Google Analytics, and traffic is being referred to me from the CTC™ website. Really enjoying CTC™, it is money well spent.

Scott AberCPA, CTC

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 Amatore

What a bargain we offer our clients as proactive tax planners. First, we save our clients precious tax dollars by knowing the tax code 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, proactive, highly paid tax planner. I am really impressed by the care and concern that the Certified Tax Coach leadership have for the CTC members and that the CTC members have for each other. This is a great network! It is like a second family. Everyone I spoke with was willing to tell me what is working for them and how CTC has helped them transform their businesses. Thanks for all you do and for your genuine concern.

Aric SchreinerCPA, PFS, CTS