Stop just filing returns.
Start building wealth
for your clients.
A 13-module certification that turns the technical tax knowledge you already have into a planning practice clients actually pay for.
Right now, your clients hand you their W-2s, their K-1s, their Schedule Cs — once a year. You file, you collect your fee, and you wait for next April. Meanwhile, they're overpaying the IRS by thousands of dollars, because nobody ever sat down and asked "what could we actually do about this?"
You already have the technical knowledge. What you don't have is the framework to turn it into a service clients will pay for — and the confidence to charge what it's actually worth.
That's what this course builds.
From compliance to strategy.
Tax Planning as a Service takes you from "the person who files my taxes" to the advisor a client calls before they make a financial decision — not after.
Spot the opportunity
Scan any return in minutes using a 12-trigger diagnostic framework — the same instinct that finds what other preparers walk right past.
Build the real plan
Stack strategies across family, business, investment, and exit planning into one sequenced, multi-year plan — not a single isolated tip.
Price with confidence
Use a 3-tier service menu and value-based pricing instead of hourly billing, so you're paid for the strategy, not the paperwork.
Get it done
Follow the systems most courses skip — the step that determines whether any of this produces a client's actual savings.
Thirteen modules. Four parts.
Every module builds toward the next — from mindset, to strategy, to watching a real plan get built, to running it as an actual business.
Core Curriculum
Comprehensive Case Studies
Building the Practice
Implementation Series
You don't just watch this course.
Every tool you need to run this as an actual service is included — ready to use with your very next client.
CLTP Credential
Earned on completing all 13 modules and passing the certification exam at 80% or higher — verified through OnlineCourseHost with a unique certificate ID.
Discovery Call Script
A ready-to-run qualification framework and objection-handling reference.
Tax Plan Template
A fillable working document for your very first client engagement.
Implementation Tracker
Manage every strategy for every client, so nothing falls through the cracks.
Service Menu & Pricing
A complete 3-tier structure, ready to publish.
13 Quizzes + Final Exam
Module-by-module checks plus a full certification exam.
EA · NTPI · CTRS
Rachel S. Gibbs
EA · NTPI FELLOW · CTRSBefore she was a top-tier Enrolled Agent, Rachel S. Gibbs was a financial crimes investigator — trained to look at a set of numbers and find exactly what everyone else missed. That instinct didn't disappear when she moved into tax. It became her edge.
Today, Rachel is a National Tax Practice Institute (NTPI) Fellow and a Certified Tax Resolution Specialist (CTRS) — credentials held by a small fraction of tax professionals nationwide. She built Gibbs Financial Firm on the same principle that shaped her investigative career: the opportunity is always in the details, if you know how to look for it.
This course is Rachel's own diagnostic framework — the exact process she uses to find six-figure planning opportunities other preparers walk right past — built into a step-by-step curriculum you can run in your own practice.
The course is facilitated by Robyn Johnson, Senior Facilitator at Gibbs Financial Firm and Trifecta Tax Relief.
Built for a specific kind of preparer.
You're a CPA, EA, or experienced preparer who's technically excellent but tired of being treated like a commodity — the person clients compare on price instead of value. You've watched a client leave for a $50 discount, or wondered why you're not charging for the strategic thinking you're already capable of.
You're happy being a once-a-year compliance stop. This will feel like more work than you want. It's built for preparers ready to become an actual advisor — and get paid like one.
The math is straightforward.
A single Strategic Tax Plan engagement runs $2,500–$5,000. An Ongoing Planning Partner relationship runs $6,000–$18,000 a year.
Ten planning clients — a fraction of most preparers' books — is the difference between a compliance practice and a real advisory business. This course pays for itself with your first engagement.
Frequently asked questions
Build the practice your skill has always deserved.
Thirteen modules. Three case studies. A complete implementation system. One year of access.
Enroll in the CLTP Certification