Chartered Tax Certificate Programs

Do More than the Basics. Earn a Chartered Tax Credential!

3 Chartered Tax Certificate Programs to choose from:

  • 5 courses
  • 500 hour experience requirement

Enroll Now

  • 3 courses
  • 100 hour experience requirement

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  • 2 courses
  • 100 hour experience requirement

Enroll Now

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Thinking of Starting Your Own Tax Business?

Add the Business Start-Up Guides: For only $100 more, you’ll get the following guides to help you start your own tax business…

  • Guide to Starting a Tax Business & Getting Clients
  • Guide to Policies & Procedures for a Tax Business

Learn More

Completion of one of our certificate programs at The Income Tax School (ITS) will enhance your reputation as a trusted tax professional and give you a competitive advantage in your market. Plus, your increased knowledge will enable you to:

  • Prepare more complicated tax returns
  • Increase your revenue by charging higher fees for more complex tax returns
  • Acquire the knowledge necessary to prepare for the EA exam, and more!

These nationally recognized tax certificate programs enable you to start preparing individual tax returns for most U.S. taxpayers after successfully completing the first course in the program!

The Chartered Tax Certificate Programs are unique because you have the opportunity to earn money as a tax professional while you study, and to also internalize the knowledge by applying what you learn. With the talk of more requirements for tax preparers, many have decided to work towards becoming an IRS Enrolled Agent (EA), the most distinguished credential in the tax industry. The Chartered Tax Certificate Programs are the perfect stepping stones to becoming an EA!

No prior tax or accounting knowledge is required and minimal computer skills are needed. Students should have a high school diploma or the equivalent, the ability to comprehend the income tax regulations, and good people skills to interact effectively with taxpayers.

2 Easy Steps to earn a Chartered Tax Credential:

Step 1
Successfully complete The Income Tax School courses required in any of the three Chartered Tax Certificate Programs.
An average grade of at least 80% must be attained. Our students average 90%+.
Step 2
Meet the experience requirement for your selected certificate program.
After completing the first tax course, you’ll have the tax knowledge to prepare individual tax returns for almost all U.S. taxpayers and you can start working towards your experience requirement. Plus, you’ll start earning money! Prior tax preparation experience will count for experienced tax professionals who test out of the Comprehensive Tax Course.

Chartered Tax ProfessionalChartered Tax Professional

As a Chartered Tax Professional, you will be able to handle very involved individual tax situations as well as tax returns for small business corporations, partnerships and more complex sole proprietorships. The CTP® certificate program covers both basic and complex individual Form 1040 and small business corporation Form 1120 & 1120S and partnership Form 1065 tax returns. These more complicated tax returns will open up new, more lucrative markets for you. Becoming a Chartered Tax Professional (CTP®) can significantly enhance your salary and your advancement potential as a tax professional, and can be completed in 18 months or less!

If you’re committed to becoming a tax professional, you should definitely consider the CTP® program. Put your education toward a certificate that prepares you for the highest designation in the tax industry, the Enrolled Agent (EA)! As a CTP®, you will have the tax knowledge and experience to prepare for the IRS Enrolled Agent (EA) exam, if you wish to add the desirable EA credential to your professional designation as a CTP®. Upon completion of the CTP® program, you can take an EA exam review and then sit for the EA exam. This will put you at the top of the tax professional field in under 2 years!

If you’re a CPA, CFP, attorney, or if you hold some other professional license, you may be able to satisfy some or all of your continuing education requirements through your coursework in the CTP® program. Tax knowledge is valuable to many professionals because financial decisions usually involve tax consequences for their clients. Providing tax preparation services is also a great way to diversify and recruit new financial services clients.

Courses included in this program:CTP-Certificate

Additional Requirements:

  • Annual CE requirement beginning the year after you qualify as a CTP®
    • 15 Hours (9 hours federal tax law, 3 hours ethics, 3 hours federal tax law updates)
  • Experience requirement:
    • 500 Hours must be completed before final CTP® certificate is issued.
  • Learn more about requirements

Learn more about the CTP and Enroll:

Enroll Now – $1597
CTP Program – 5 Courses

You can even start with these smaller packages below and upgrade later once you get a feel for the program.

Chartered Tax Consultant

Chartered Tax ConsultantThe Chartered Tax Consultant (CTC) certificate program will enable you to prepare both individual Form 1040 and small business corporation Form 1120 & 1120S and partnership Form 1065 tax returns. No prior tax or accounting knowledge is required and minimal computer skills. Students should have a high school diploma or the equivalent, the ability to comprehend the income tax regulations, and good people skills to interact effectively with taxpayers.

Courses included in this program:

Additional Requirements:

  • Annual CE requirement beginning the year after you qualify as a CTC:
    • 15 Hours (9 hours federal tax law, 3 hours ethics, 3 hours federal tax law updates)
  • Experience requirement:
    • 100 Hours must be completed before final CTC certificate is issued.
  • Learn more about requirements

CTC-Certificate

  • Payment plan available

Enroll Now – $957
CTC Program – 3 Courses

Chartered Tax Advisor

Chartered Tax AdvisorThe Chartered Tax Advisor (CTA) certificate program will enable you to learn to prepare most individual Form 1040 tax returns, including more complex situations. No prior tax or accounting knowledge is required and minimal computer skills. Students should have a high school diploma or the equivalent, the ability to comprehend the income tax regulations and good people skills to interact effectively with taxpayers.

Courses included in this program:

Additional Requirements:

  • Annual CE requirement beginning with the year after you qualify as a CTA:
    • 15 Hours (9 hours federal tax law, 3 hours ethics, 3 hours federal tax law updates)
  • Experience requirement:
    • 100 Hours must be completed before final CTA certificate is issued.
  • Learn more about requirements

CTA-Certificate

  • Payment plan available

Enroll Now – $737
CTA Program – 2 Courses


If you’re unsure about enrolling in one of our certificate programs, you can always start by taking our Comprehensive Tax Course – the first required course in all three of our programs. If you like what you’re doing, you can upgrade to one of our Chartered Tax Certificate Programs during the course or shortly after completion of the course.


Compare Your Options
Tax Course Comparison Chart


Your Chartered Tax Designation Can Be Earned in Months

  • All Chartered Tax Certificate courses are online and can be completed anywhere, anytime-24/7.
  • The affordable tuition includes instructor support, plus a hard copy of each tax course student books at no additional cost.
  • The first course, Comprehensive Tax Course, consists of twenty 3-hour lessons, which can be completed in just 10 weeks when you complete two lessons a week. Each remaining tax course consists of ten 3-hour lessons and can be completed in 5-10 weeks (one or two lessons per week).
  • The CTA® and CTC® programs can be completed in less than four months, but you are given up to 12 months. While the CTP® program can be completed in less than eight months, but you are given up to 18 months. During this time you can also be working, earning money and gaining experience as a tax professional.

You will be awarded a Chartered Tax Certificate

A Certificate of Completion with your credit hours will be awarded for the successful completion of each course in the program. Once you complete the entire certificate program (successful course completion and experience requirement), you will be awarded a very impressive Chartered Tax Certificate and the designation of Chartered Tax Advisor – CTA®, Chartered Tax Consultant – CTC®, or Chartered Tax Professional – CTP®.

Chartered Tax Certificate graduates receive instructor support for one year after program completion!

Instructor support is restricted to course content, review questions, learning activities, quizzes and final exams taken. Instructors cannot assist with situations not covered in the program, nor can they provide advice or assistance in preparing tax returns for clients or other taxpayers. Extended instructor support is offered on a per course basis for courses which have 20 hours or more of instruction.

If you choose to take the IRS EA exam, you may want to prepare for it by taking an EA Exam Review through The Income Tax School at our special discount rate. See the latest news from IRS about IRS Enrolled Agents.

Special CTP® Bonus: Free Tax Practice Management Webinars…

Whether you are a tax business owner or work for one, this free bonus will be of great value to you or your employer. This unique webinar series is derived from our highly acclaimed Strategic Planning Retreat for Tax Business Owners and gives you a glimpse into our Tax Practice Management Manuals. Upon completion of each one of the required tax courses in the CTP® program, you may choose one of the five webinars to view absolutely free! These webinars provide scores of best practices to effectively manage and grow a tax business. You will learn secrets of the national tax firms and best practices to build a highly successful tax business! View webinar descriptions

Once you’ve earned your Chartered Tax Certification, you can add it to your LinkedIn profile!

Note to CA Students:

All courses are CTEC! California residents should enroll in the their respective versions the program to meet CTEC requirements to become a licensed tax preparer in California.

Chartered Tax Certificate Program Disclaimer:

When the CTP® program is purchased as a package, the course books will ship individually and access to each new course will be given upon completion of the last course. This will ensure that you receive the most current material available when you are ready to take each course.

Already Have Some Tax Knowledge?

If you’ve already taken the Comprehensive Tax Course from us, you can still register for one of our Chartered Tax Certificate Programs and we’ll submit your completed course into the program. Or, if you already have some tax knowledge under your belt from another source, you may test out of the Comprehensive Tax Course only, register for one of the programs and move on to the next course. The cost to test out of the Comprehensive Tax Course is $100. Please contact us by calling us at 1.800.984.1040 or by emailing us.