Why Work with a Certified Tax Coach?

A Certified Tax Coach is a special designation granted by the American Institute of Certified Tax Planners (AICTP), a non-profit organization that certifies, educates and maintains a membership of professionals who are proficient at proactive tax planning. This education is above and beyond what’s available through other credentials; the current EA, CPA and CFP exams do not teach advanced tax strategy.

How many Certified Tax Coaches are there in the US?

There are less than 800 specialists around the country trained by American Institute of Certified Tax Coaches. This elite network of tax professional includes CPAs, EAs, attorneys and financial service providers. According to the US Bureau of Labor Statistics, there are approximately 78,000 paid tax preparers with various licenses as of May 2022. Anyone can say they do tax planning for you, but few have the credentials to prove it.

Tax Laws Are Complex The United States tax code is currently over 67,000 pages long with new revisions and legislation bringing changes all the time. Unless you make it your business to know the current tax laws inside and out, how will you identify the best tax reduction strategies?

How much money is wasted by taxpayers each year by not having their taxes prepared by a qualified tax preparer, like a Certified Tax Coach?

According to the United States Government Accountability Office, taxpayers overpay by $1 billion per year due to missed tax credit opportunities.