What is a Certified Tax Planner?

The tax training required to become a Certified Tax Planner(CTP) extends beyond what a typical Tax Preparer, Certified Public Accountant, or Enrolled Agent receives in order to get their credentials. Certified Tax Planners are educated by The American Institute of Certified Tax Planners (AICTP) in advanced tax planning strategies that are proactive rather than reactive. Their training is not just about compliance but is focused around uncovering tax deductions and loopholes that most tax professionals don't know how to find. Their special skill set is especially effective in reducing taxes for successful small business owners, entrepreneurs, and high net worth individuals.

About The AICTP

The American Institute of Certified Tax Planners (AICTP) is an independent and not-for-profit corporation whose primary focus is educating financial professionals in tax reduction techniques that help business owners keep more of what they earn. Certified Tax Planners are required to complete continuing education each year in order to maintain their certification and the organization maintains a Code of Ethics to ensure the highest standards of integrity among its members.

About the Certified Tax Planner (CTP) Designation

The requirements to achieve the Certified Tax Planner designation includes attending an in person comprehensive Training Academy, completion of a Proactive Tax Plan Case Study, and ongoing education (CPE). This intensive seminar produces tax professionals that are qualified to provide superior tax planning services and are dedicated to outstanding customer satisfaction.

Trusted Tax Planning

Certified Tax Planners are committed to saving taxpayers money through proactive tax planning. When you work with a tax planner, you can be sure that we always have your best interests at heart when we make recommendations on how to lower your tax burden. Our methods are legal and effective because we’re bound by our Code of Ethics as a Certified Tax Planner.

Contact Arrow Exchange Tax Solutions to start working with a Certified Tax Planner today!