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Certified Tax Coaches (CTC) and Certified Tax Planners (CTP) are advanced designations 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 (CPAs), enrolled agents (EAs), certified financial planners (CFPs), attorneys, and financial service providers. There are fewer than 500 skilled professionals in 48 states who have achieved this specialized designation.


The Certified Tax Coach designation denotes financial expertise, tax planning excellence, and outstanding customer satisfaction. All Certified Tax Coaches 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.  Attendees become well-versed in high-impact tax planning strategies and are offered additional continuing education courses to expand their specialized knowledge. Professionals with the Certified Tax Coach designation know how to save their clients thousands of dollars that would otherwise be wasted on unnecessary taxes.

Quoted from the American Institute of Certified Tax Planners

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