Charlotte CPA Tax Coach

How Are We Different?

certified tax plannerProfessionals with the Certified Tax Coach designation know how to save their clients thousands of dollars that would otherwise be wasted on unnecessary taxes.

Certified Tax Planners are tax professionals with advanced training in proactive tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. This elite network of tax professionals includes Certified Public Accountants, Enrolled Agents, attorneys, and financial service providers.

We're Certified Tax Planners

The Certified Tax Planner designation denotes financial expertise, tax planning excellence, and outstanding customer satisfaction. All Certified Tax Planners attend an intensive, three-day proprietary training academy, and are required to attend 24 additional hours each year of continuing professional education in proactive tax planning.

The American Institute of Certified Tax Planners is an independent, not-for-profit corporation which trains and certifies tax professionals in the philosophy of proactive tax planning and compliance. The organization, which administers the Certified Tax Planner and other designations, upholds a strict Code of Ethics to ensure the highest standards of integrity and excellence among its members. The organization also offers a network of resources, ongoing education, and joint venture opportunities to its members.


Trained in Tax Savings

Call us today at 704-960-4815 to schedule your free consultation. As a thank you for scheduling your consultation, we'll provide a free book, The Great Tax Escape.