Nancy R. CPA, CTC
Ft. Thomas, KY
“My approach was, you can pay me $5,000 or you can pay the gov’t $22,000. The plan really sold itself. Looking forward to winning the Ipad – if I don’t, I think I have earned enough with the tax plans sold to buy my own.” (she’s sold 2 so far for $8500 within 2 weeks of leaving the academy)
Dean O. CPA, CTC
Paducah, KY
“At this point, I have stopped (selling plans), I can not get the work done I have now until I get staff up to speed to do plans. Probably 50 more as soon as I can process the work I have in front of me. Clients calling wanting it, I can’t get it all done. Just finished one for tomorrow at 10:00 am delivery, and I get in at 10:00 after morning workout. This stuff best not screw up my gym time! Not sure how I am going to get it printed in time. Bad news, I am having to fire 10% of my clients because I can not get work done. Staff struggling with getting new systems in place, new stuff to learn, etc, etc, etc. Kinda stressful in my place right now. My girls are getting sick of “lunch and Learn”. Good problem to have, but it is a dead run in my office. It is that or hire more staff, and with 10 of them, I have enough, so I am cutting all but the best clients loose. PS – before all this mess in Washington, and me offering this service, I made sure clients always said “he’s good, but expensive”, now they are saying “he is AMAZING, but WOW is he expensive”. That is where I want to be in the market place.” (he’s sold 10 plans since leaving the academy 3 weeks ago for $37,000 in tax planning fees alone – he’s also increased his tax work and write up revenue but I stopped counting)
Tony A. CTC
Canfield, OH
“Everything I’ve spent on Certified Tax Coach — the upfront fee, the ongoing dues, etc. — is a fraction of what we’ve earned from learning the tax planning arena and selling tax planning services. The revenue jump has been incredible, and it has made a tremendous difference in our practice in NE Ohio. It allows you to open up a whole new world with your clients.”
Diane P. CPA, CTC
Foely, AL
“I just sold my first CTC engagement for $5,000.00 and already realize that I charged far too little. Next time I will do better (next time will be next week!!!) I probably would not have charged anything for the analysis. This is how I have done it for the last 25 years. My husband was surprised and delighted! I have already changed my copy of the Price list to start at $5,000 to $7,500 and higher”
Robert G. CPA, CTC
Shelton, CT
“CTC™ gave me the confidence and the system that I was lacking before, and I was able to close 4 tax planning clients literally the day after I completed my training. I closed 2 additional tax planning clients later that same week. “These prospects were all in my pipeline before I attended the training, but I was on their waiting list. Now they are on mine! “I have also been able to charge them higher fees than I had previously quoted to them, and they have all accepted without a haggle. “Thanks so much for all of your help, I really do appreciate it.”
Don M. CTC
Blue Bell, PA
“Tools, knowledge and ability to, market skills necessary to offer the public great ways to save money (specifically taxes) in these tough times. This is all so appropriate for these times. I now have a roadmap for all aspects what a great feeling of knowing who I am and what I am all about. I look forward to our future success together.”
Kim B. CPA, CTC
Washington, D.C.
“This academy was exactly what I need to take my business to the next level and build my dream practice. I learned so much from this academy and am so excited about putting them to use and helping my clients saving lots of money and help me achieve my own goals, make a lot more money, work less hours, spend more time with my kids, and do more traveling, ballroom dancing and community services.”
Joe C. EA, CTC
Olathe, KS
“For over 20 years I have looked for something that distinguishes me apart from others in the tax field.CTC is the answer. CTC is the future of those in the tax industry that are serious about helping their clients.”
Scott F. CPA, CFP, CTC
Albuquerque, NM
“This 3 day seminar was arguably the best education and training event that I’ve attended in my more than 20 year career. The system is well thought out from sales to analysis to delivery to retention, and it delivered real value.”
Chris C. CTC
Roseville, CA
“By the way, I have five tax planning engagements going on — various pricing, but all over $1,500 each. All because of you, so I personally want to thank you and wish you and your family a very Merry Christmas.”
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