Comparison Chart

What makes working with a Certified Tax Coach different from working with other tax pros?

  • CERTIFIED TAX COACH

    OTHER TAX PROS

  • yes

    Coaching and PROACTIVE strategies to build your future

    no

    Reactive, “after the fact” planning

  • yes

    Confidence knowing you are paying the least amount of tax possible

    no

    Outdated information and outdated planning

  • yes

    A customized strategy created just for you

    no

    Tax surprises with a feeling of no control

  • yes

    Personalized solutions for your own situation that reduce tax

    no

    Same old solutions

  • yes

    Flexible Plans that incorporate new laws and adapt as your situation changes

    no

    Overpaying Tax

  • yes

    Ongoing Support

    no

    Tax as usual

  • yes

    A team of advisors to give direction and accountability through goal setting

    no

    Limited contact with you except at tax time

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