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.

When was the last time your tax professional came to you with an idea on how to save you money on your taxes? Not all CPAs, Accountants, Enrolled Agents, and Tax Preparers are well educated in tax planning strategies. Most are only focused on compliance but don’t know how to dig deep into the tax code to find their clients the tax savings they deserve. So how can you reduce your tax burden and hold on to more of your income? The road to a better tax return starts with a more qualified tax professional that focuses on what you're not doing.

If you’re a small business owner or a household that has multiple streams of income, you should be working with a Certified Tax Planner like W. Jack Sells, EA, CTC, CTP. 

Here’s why:

Tax Laws Are Complex

The United States tax code is currently over 80,000 pages long with new revisions and legislation bringing changes all the time. Unless you make it your business to know the current tax laws inside and out, how will you identify the best tax reduction strategies?

Tax Planners are Experts in Proactive Tax Planning

The specialized training our tax firm has as a Certified Tax Planner enables us to rescue thousands of dollars from being paid in unnecessary taxes every year. We have the ability to find tax credits and deductions that the average CPA, Accountant, or even an Enrolled Agent can easily miss. We know how to leverage legal and ethical tax loopholes that bring the highest tax savings possible to our clients.

Find Ways to Reduce Your Tax Burden

When you become our client, we’ll educate you on how to reduce your tax burden and we’ll make it easy. We’ll explain what you need to do and why in a language you can understand and guide you on practical steps you can take right now to start reducing your taxes.

Find out how our Certified Tax Planner, W. Jack Sells, EA, CTC, CTP can empower you to reach your financial goals!