Search for a
Certified Tax Planner
Your Certified Tax Coach, Planner or Strategist offers the sophisticated tax reduction strategies typically only available to corporations or the wealthy. Keep more of what you earn with your own Tax Plan, customized specifically for your family or business.
Find a Certified Tax Planner in your area:
Featured Members
Bill Bourbonnais, EA, MBA, CTC, CTS Bourbonnais Tax Associates LLC
Certifications
Certified Tax Strategist (CTS)
Completed 3 years in the American Institute of Certified Tax Planner program, and completed 30 tax plans. CTS’s are uniquely qualified to help businesses and their owners keep more of what they earn through Advanced Tax Reduction have received advanced training in tax planning for business owners and must meet minimum continuing education requirements.
Certified Tax Planner (CTP)
Certified Tax Planners are uniquely qualified to help businesses and their owners keep more of what they earn through Advanced Tax Reduction. In short, a Certified Tax Planner is capable of identifying potential tax breaks, credits, loopholes, and deductions and providing the legally required support for compliance within the tax law. CTP’s have received advanced training in tax planning for business owners and must meet minimum continuing education requirements.
Certified Tax Coach (CTC)
Certified Tax Coaches™ are tax professionals with advanced training in proactive tax planning. They specialize in working with affluent business owners, professionals, and investors like you. A Certified Tax Coach™ can give you the plan you need to stop wasting money on taxes you don’t have to pay.
Designations
Enrolled Agent (EA)
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee.
Fred Thompson Frederick A. Thompson, CPA an Accountancy Corporat
Certifications
Certified Tax Coach (CTC)
Certified Tax Coaches™ are tax professionals with advanced training in proactive tax planning. They specialize in working with affluent business owners, professionals, and investors like you. A Certified Tax Coach™ can give you the plan you need to stop wasting money on taxes you don’t have to pay.
Designations
Certified Public Accountant (CPA)
A CPA (Certified Public Accountant) is an accounting professional licensed and credentialed by a state or territory to offer accounting services, including tax preparation, to the public.
Priscilla Thomasevich, CPA, MTax, CTC Sawgrass CPA Advisors
Certifications
Certified Tax Coach (CTC)
Certified Tax Coaches™ are tax professionals with advanced training in proactive tax planning. They specialize in working with affluent business owners, professionals, and investors like you. A Certified Tax Coach™ can give you the plan you need to stop wasting money on taxes you don’t have to pay.
Designations
Certified Public Accountant (CPA)
A CPA (Certified Public Accountant) is an accounting professional licensed and credentialed by a state or territory to offer accounting services, including tax preparation, to the public.
Randy McCall Randy McCall Inc
Certifications
Certified Tax Coach (CTC)
Certified Tax Coaches™ are tax professionals with advanced training in proactive tax planning. They specialize in working with affluent business owners, professionals, and investors like you. A Certified Tax Coach™ can give you the plan you need to stop wasting money on taxes you don’t have to pay.
Designations
Certified Public Accountant (CPA)
A CPA (Certified Public Accountant) is an accounting professional licensed and credentialed by a state or territory to offer accounting services, including tax preparation, to the public.
The Tax Planning Process
REVIEW
Your FREE OR LOW-COST DISCOVERY SESSION will review your records to identify all missed opportunities and new areas for proactive tax savings.
PLAN
Create a roadmap of the changes needed to generate the greatest tax savings.
ACT
We work with you to achieve these changes. You can even recoup taxes you’ve paid in previous years.
