About Us

Surgent Income Tax School is a leading provider of tax education. We provide tax training and guidance whether you are looking to become a tax preparer, earn Continuing Education (CE) credits, or start and grow own your tax business. We are committed to providing top educational experiences and excellent customer service.

Official Press Release – December 1, 2020

Surgent Income Tax School is the national standard for tax preparation training and provides e-learning to tax, accounting and financial services professionals. We also publish student textbooks and instructor guides for classroom instruction by firms that provide in-house tax preparation courses, as well as colleges and career schools.

We currently offer more than 40 online income tax preparation training programs nationwide, ranging from 3-hour Continuing Education (CE) seminars to 30-60 hour courses, as well as the prestigious Chartered Tax Certificate Programs.

In addition to tax preparation training, Surgent Income Tax School also offers Tax Practice Management manuals and a Business Startup Guide to help people get into the tax preparation industry and assist those who are already in the tax business.

[Surgent] Income Tax School invests significantly to ensure the very best curriculum development and content delivery. Feedback from participants has been excellent and truly supports The Income Tax School’s position that it sets the standard for tax preparer training.”

Roger Burgess, former IRS Deputy Asst. Commissioner and District Director


Originally developed in 1989, Surgent Income Tax School began as a way to meet the tax training needs of Peoples Income Tax, Inc. a tax preparation firm with multiple offices located in Richmond, Virginia. Chuck McCabe, President and CEO of Peoples Income Tax, knew from past experience that it’s difficult to find qualified tax preparers on a seasonal basis. After working as Regional Director for a leading national firm for nearly 20 years, he knew training tax preparers in-house or “growing your own tax preparers” was the best solution.

Starting in 1993, we’ve made our tax school materials available to individual students as a way to learn taxes through correspondence instruction and also began offering businesses a turn-key system to train qualified seasonal and year-round tax preparers in-house through live classes. In 2003, we launched our online tax school with a learning management system (LMS) and now teaches tax education to students nationwide and beyond. We also offer online tax training to businesses wanting to train their own students in-house. Many students are beginners who are learning taxes for the first time. However, we also have EAs and CPAs that take courses and seminars for Continuing Professional Education.


Surgent Income Tax School exists to empower people with a professional career to fulfill their dreams and serve others as industry leaders.

Core Values

  • Practice Servant Leadership
    By always putting integrity and ethics first, showing empathy and genuine concern for others, communicating openly, demonstrating mutual trust and respect, and leading a purposeful life.
  • Do the Right Things Right!
    Exceed our customers expectations, use cutting-edge processes, create and maintain quality products and services, be thorough and accurate, and always act with professionalism.
  • Make It Happen!
    Be proactive, work as a team, continuously innovate, take ownership, and be committed to success.