“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.”
Success Stories
Robert G. CPA, CTC
Shelton, CT
Anthony A. CTC
Canfield, OH
“CTC was a good — correction — great investment — ROI through the roof — my wife thanks you — she thinks I finally did something right — first time in 20 years”
Daniel G. CTC
Temecula, CA
“This was the best investment in my business I have made Thank You!”
Justin I. EA, CFP, CTC
San Marcos, CA
“Thank you!! There’s no way I could do this on my own. I’m thankful that folks like you have the business you have to help people like me make more money and more important help my clients avoid overpaying taxes. You make me look good in the eyes of my clients. Again thank you”
Nancy R. CPA, CTC
Ft. Thomas, KY
“I sold the plan for $3,500 and will meet with them this week to discuss a maintenance plan. I will sell this for $150 per month. In the past, I would have picked-up the client for the $150 per month and made all of these recommendations for free, $3,500 is much better than $0. I really appreciated CTC and Tax Coach and look forward to brainstorming with all the members.”
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
“CTC was a good- correction great investment ROI through the roof-my wife thanks you -she thinks I finally did something right-first time in 20 years”
“As an entrepreneur and life time business manager and especially now as a tax and accounting professional, what Ed and Dominique have created with AICTC is the missing piece in providing real help for our clients. “
Rick L. EA, CTC
Rocklin, CA
“I completed my short sales presentation to 30+ real estate agents today. I used the technique taught by Ed and Dominique. My assistant filled all my available appointments! Plus a couple asked to see if I could find space elsewhere. Thanks again for all your help and setting up such a good program as CTC. “
