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CCTA Tax Planning Certification for Advisory Professionals
Want to learn how to pick the right type of clients, then build a tax plan, price it based on value you deliver, and close it with the client giving a quick “yes”?
Get 5 days of live training that turns tax planning knowledge into a consistent paid advisory service. Certified Concierge TaxPlanIQ Advisor (CCTA) is an advanced tax planning certification built from a real working firm.
Tax Planning Certification at a Glance
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Credential earned
Certified Concierge TaxPlanIQ Advisor (CCTA)
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Assessment
A final exam to earn the credential
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Format
Live, 5 days, offered once per quarter
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Instructors
Varies by quarter, but always taught by TaxPlanIQ's Tax Planning Consultants
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Time
Around 2 hours per weekday session, roughly 8 hours of instruction, Q&A, plus work on your own clients between sessions
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Price
Starting at $3,500 with your TaxPlanIQ subscription
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Modules
10, sequenced so each builds on the last
Knowing tax law and running a high dollar paid tax planning engagement are two different skills most firms have not mastered. This is because it's either too technical, you don't know which clients to approach, nor which strategies fit their situation...or even what the plan should look like. (Not to mention what or how to bill, and how to hold the price when the client pushes back.) CCTA covers all of these topics.
Why Accountants and Advisors Get Certified
Tax knowledge without a pricing method or good sales conversation will result in a firm that plans for free. Sound familiar? CCTA fixes that. You leave the week-long program able to price an engagement with the ROI Method of Value Pricing and defend the fee whenever a client questions you.
By the end you have four things:
A screened
client list
A finished plan
for a live client
A fee
attached to it
A pitch you can feel
confident about
The certificate is the byproduct. A plan you can feel good about presenting and winning for $5,000, $10,000, or $20,000 or more the next week is the point!
Certified Directory & Badge Placement
Graduates have the ability to be listed in the TaxPlanIQ's public directory of certified advisors and a Certified Concierge TaxPlanIQ Advisor badge for their website and marketing, which puts the firm in front of prospects. Every graduate can advertise themselves as a certified tax advisor, and the badge signals a tax strategist certification that prospects can check before they hire you.
What the CCTA Designation Means
CCTA stands for Certified Concierge TaxPlanIQ Advisor. It communicates that the holder has completed extremely structured training in:
Identifying planning opportunities
Recognize exact profiles within your current accounts that represent maximum optimization potentials.
Understanding tax planning strategies
Master advanced strategies logically mapped inside TaxPlanIQ software algorithms.
Building professional plans
Synthesize neat, visual plans that bypass 40-page technical documents for clear checklists.
Pricing engagements
Quantify strategic values accurately and capture high-margin packaging effortlessly.
Presenting plans to clients
Master collaborative meetings and unscripted proposals that win immediate sign-offs.
It’s a credential. Don’t confuse it with any kind of state license. Please remember it never replaces a CPA license, an EA designation, or a securities registration. Instead, it sits alongside your other credentials and is specifically for tax planning. This positions you in the mind of a client as a certified tax and advisory professional rather than only a preparer.
Who It's For
There’s no prior planning experience required. However, the program is only open to TaxPlanIQ subscribers right now. The program is especially designed for…
Accountants
Accountants adding advisory work to a compliance practice, who know the tax code, may not know which strategies apply to which clients, and have trouble collecting a value-based high dollar fee for tax planning engagements.
Financial Advisors
Financial advisors who want to spot tax opportunities for their investment clients and coordinate execution with a client's accountant.
Firm Staff
Firm staff who can be trained to build plans a partner later reviews and presents.
The Curriculum
Mindset and Identity
Strategies for Real Estate Investors
Choosing Your First Planning Clients
How to Price
Building the Plan
Pitching and Sales
Strategies for High-Income W-2 Earners
Objection Handling and Closing
Strategies for Business Owners
Two Live Role Plays
You Build It On
Your Own Clients
Most programs hand you case studies but this tax advisory training helps you create tax plans with your own clients, not sample files. You start the week by screening your clients and shortlisting the returns with real opportunity. Don't worry, we walk you through it all.
By midweek you are building an actual plan in your TaxPlanIQ account. Then you price that engagement using the real numbers from the real return. The last two days are the conversation: the pitch, the objections, and how to actually sell so you can collect your 5,10, or 20k check!
Developed by Dr. Jackie Meyer, CPA, CCTA
Jackie built this program from the material she used in her own firm. She spent years working 60 to 80 hour weeks before rebuilding her firm around tax planning. So, instead of focusing just on compliance, she began to convert clients to advisory engagements one at a time.
So, Jackie ended up with fewer clients and higher fees.
In 2022, she sold her firm. She created the ROI Method of Value Pricing, which the AICPA distributes to its membership, and founded TaxPlanIQ. She holds a doctorate in leadership from Regent University and a master's in taxation from SMU, and she wrote the book The Balanced Millionaire: Advisor Edition.
