Tax Planning Certification
The American Institute of Certified Tax Planners teaches qualified tax professionals how to save their clients millions of dollars.
Most tax professionals simply trade their time for money.
The problem with this is, like it or not, tax preparation is a commodity business. Clients can always find someone faster, cheaper, or more convenient. This makes it difficult to charge premium fees. Becoming a Certified Tax Coach™ allows you to get paid for your expertise by shifting your focus to tax planning.
AICTP offers a full-service solution and a supportive community to assist you as you transition to tax planning Client Advisory Services (CAS) in your firm. We offer proven methodology, guidance, and expert training that accounting firms need to develop and implement a tax planning approach to attract and engage clients.
When you become a Certified Tax Coach you can leave the world of 70-hour work weeks behind, double your income, and experience your dream practice! We provide you with all you need to not only grow your practice, but build a dream business, better serve your clients, an increase your productivity.
LEARN TAX PLANNING STRATEGIES & TECHNIQUES
to get certified
Valuable ongoing training
The American Institute of Certified Tax Planners membership program offers year-round training and continuing education to help you access every opportunity for your clients. Enjoy monthly Q&A Sessions, Case Studies and peer Mastermind Groups to give you support as you grow, to help you keep up to date on the latest developments in the field, and help you to provide the highest level of service.
- AICTP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education on the National Registry of CPE Sponsors.
- AICTP is an IRS-Approved Continuing Education Provider for Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers.
A proven system to help you transform your tax planning practice
Tax Planning Academy
Learn in-depth our proactive tax reducing concepts and techniques. Follow our roadmap as a guide to our process. And receive access to all the available tools and resources needed for high-level tax planning.
Complete a Proactive Tax Plan Case Study
Apply your new skills to satisfactorily complete a presentation case study where you use our resources to create and sell a Proactive Tax Plan
Upon completion, you are a Certified Tax Coach!
Ongoing Education & Support
Put your knowledge into action. Using our strategies, resources and mentoring, transform your business and wow your clients. Advance in skill from Certified Tax Coach, to Planner, and finally Strategist, while your income and value increases!
You must be a licensed professional CPA, EA, or tax attorney in good standing, free from previous
financial crime convictions and free from professional license suspensions or revocations.
Our guarantee: we will refund 100% of your registration fee and reimburse you for your travel expenses if, after completing our Academy training , you are not fully convinced you will at least earn back your registration fee as a result of what you learned.
Set your business apart as a Certified Tax Coach
Certified Tax Coach, Planner and Strategist are advanced designations available to CPA and EA tax professionals and tax attorneys.
Tax planning is the perfect way to establish a profitable, consultative practice and eliminate your competition. Clients don’t want to just file their taxes, they want to SAVE taxes! Most tax professionals don’t offer the kind of proactive planning and advice clients really want.
Becoming a Certified Tax Coach™ can dramatically increase your income and reignite your passion for your work at the same time! Certified Tax Coaches can charge an average of $15,000 in fees per client, per year. How many clients would you need to accept if you were charging more than $15,000 each per year?
The impact that AICTP certification
can make on your business
LEARN TAX PLANNING
STRATEGIES & TECHNIQUES
to get certified