*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
8885 Rio San Diego Dr UNIT 237
San Diego, California 92108
This is likely the most valuable step I have taken in my career as a CPA. I was skeptical at first, as there are so many "memberships" and systems marketed to accountants, and none have failed to disappoint! This one is different. I have been helping clients with tax planning for a long time, but this training has helped me hone my tax skills as well as make my delivery method more efficient. Highly recommended! It's also a really fun group to be part of.
AICTP training, academy, videos, materials are the best I've ever seen. I'm incredibly impressed with the entire organization. I highly recommend this institute if you want to become a serious, competent tax planning professional.
Best investment I've made in my time as business owner thus far! The education, the community, the resources, and the support have been phenomenal thus far. I worked with Darren to get started back in July and I appreciate how genuine he was about all that AICTP has to offer. So far the organization has delivered on every aspect promised. The connections I made with other professionals within the community while attending the Academy have already proved to be the beginning of invaluable friendships. Making
I'm really impressed with the program! The training was top-notch, providing practical insights and strategies that have significantly improved my business. The community of professionals involved is fantastic. The connections made and the shared knowledge during the program and at the reunion have been incredibly valuable. Overall, this program has transformed my approach to tax planning and has been well worth the investment. Highly recommend it for anyone looking to advance their skills and grow their
I highly recommend becoming a member! My clients have benefited from the increased value my firm and I can now provide. AICTP offers exceptional educational opportunities and a supportive community of collaborative tax experts. I have achieved tremendous success transitioning my traditional tax firm to a premier tax advisory firm in my area of Palm Beach County, FL. I have developed many new relationships with other members and I genuinely feel everyone wants to help me succeed. It's an amazing time for tax
AICTP has been a game changer for my firm. It helped us transition from basic tax preparation to offering high-value tax planning services. The training and resources provided were exceptional, equipping us with the tools and confidence to deliver proactive strategies that significantly benefit our clients. Thanks to AICTP, we've elevated our practice and now provide the strategic insights our clients need to succeed. Highly recommend!
A great organization supporting tax professionals. I strongly recommend joining this organization if you are a CPA, EA or other tax professional looking to focus on helping taxpayers to plan their tax situation rather than merely report what happened in the prior year by simply filing a tax return. The AICTP helps to equip tax professionals help their clients.
One of the best decisions I took ten years ago to get certified and be part of the AICTP family.
Dominique and her crew do a great job keeping us informed, motivated and on Summits and Reunions entertained and engaged. If you are looking for a great group of like-minded proactive helpful colleagues this is THE PLACE for tax planners.
This is an excellent organization that provides excellent support of their members tax practices. They go above and beyond to provide value via quality education, support services, and networking. They have an excellent community of members. I highly recommend.
I am a Practicing CPA for over 27 years in Long Island NY. Just attended AICTP academy. Best of the best when it comes to tax planning education and support. I would highly recommend AICTP membership to level up your tax planning business and knowledge.
I recently became a Certified Tax Coach and member of the AITCP. I never was really fond of joining any organizations. But with AITCP I think I found my people and I don't like people. I can't wait to see how the program will grow and educate more minds. AITCP is bringing a industry changing perspective to educating Attorneys, CPA's, Enrolled Agents and the public in taking a proactive approach to use tax plans and strategies to generate tax savings. Dominique Molina personally attends and contributes to
I have gained so much knowledge since joining this program a year ago. I love the support from the AICTP team as well as the community that comes with it. Becoming a member has changed the way I run my business. I feel more confident in my work. I would highly recommend joining this program.
The Institute always focuses its efforts on its stated goals of providing best quality in class education to help professionals best advise clients of ways to legally lower tax costs, thereby improving their wealth.
I was so impressed with the three day Academy. Not only was it totally worth the money, but Dominique runs her business with such grace and generosity. Super grateful and will recommend this certification course far and wide.
The AICTP has been a game changer for me. After quitting twice because of the long hours and low pay I was getting from my accounting business, I finally decided to make a change and join the AICTP. In less than 2 months I was working with fewer clients, enjoying nights and weekends with my family, all without sacrificing the quality of my work and the service provided to my clients. In fact, I can now say that my clients are getting better service than before.
I have completed my share of programs and certifications. This is one that paid for itself more than 4 times over within just the first 2 months of completion. It's a substantial program with twice a month continuing education and is both extremely ethical and comprehensive in its approach.
Could not be more pleased with my experience with this organization. The education is very valuable and every event is top notch! Great people! Loving the new website!
Blessed to me part of AICTP family to support my passion of helping growing businesses and their owners save on tax through Proactive Tax planning and Advisory!
As a student of this Academy I am so grateful for everything I have learned here. The knowledge I have acquired here has transformed my life and a practice in a way I did think possible. This is the information I have been craving. The information you can not get in college or ordinary CE. Yet, it is the knowledge that is needed to truly serve clients. Everything I have received far outweighs the money I paid in membership. CTC is very generous. Thank you.
Best of the best when it comes to tax planning education and support. I would highly recommend AICTP membership to level up your tax planning business and knowledge.
This was the best seminar I have ever attended. The information was invaluable (and I have attended well over 100 seminars).
I learned some really good tax strategies that I hope to implement with my clients and distinguish myself from other tax preparers.
Can't wait for tomorrow - starting the 3 day intense ctc program.
This is a group of proactive tax professionals who help each other as a community.
Great leadership in the industry with intuitive ideas and knowledgeable insight!
Great institute full of high quality professionals
great organization with great people!
The best investment in my career
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.