Course Options for Beginners

Are you a true beginner?
Become a tax preparer in just weeks – no high-level math, accounting knowledge or special degree needed.

The 2022 Comprehensive Tax Course is now available!

You asked and we delivered – the 2022 course now includes over 60 lecture videos so you can learn from our expert team of tax professionals. Materials and topics concentrate on advancing your tax career and profitability. Plus, relevant updates are provided regularly so you stay informed on your craft!

Career Tracks for Beginners

Beginner Comprehensive Tax Course

Start with our most popular stand-alone course for all beginners
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Chartered Tax Consultant Program

Start with the basics before becoming an expert in small business taxes
Learn More

Chartered Tax Professional Program

Save on all five of our main courses to become a true tax expert. Perfect for aspiring Enrolled Agents!
Learn More
Compare the beginner courses and tracks

Hear it from Graduates

I started with the comprehensive course, which starts you from scratch about everything that has to do with personal income tax. I look forward to continuing my studies through the Income Tax School, and I highly recommend it to anybody, especially to those who feel lost and need some sort of guidance and assistance to find a career path in tax. I can’t wait until the day I become an enrolled agent and I will be very grateful to the school for helping me achieve that goal. C. Brigante, 2021

Features and benefits of all our courses

Start with the Basics

No prior tax or accounting experience or knowledge required.
New

Over 60 Lecture Videos

Learn from Surgent’s expert team of tax professionals.

Surgent ITS Support

Your questions are answered quickly to help you succeed.

Prepare Taxes Accurately

Learn the theory behind taxes so you don’t have to count on unreliable software.

FREE AFTR Course

FREE Annual Federal Tax Refresher Course to qualify for voluntary IRS Annual Filing Season Program.

Money Back Guarantee

Your satisfaction is guaranteed.

Certificate of Completion

Certificate available after successful completion of each module.

Digital Badging

A secure, online version of your credential. Digital badging is available for 4 of our core tax training programs.
Ready to try the first course?

Sign up for the free, three-day trial of the Beginner Comprehensive Tax Course

Already have some tax knowledge?

Have you been preparing taxes for your friends, and you’d like to make it a career? You can try to test out of the Comprehensive Course and jump ahead to advanced courses!

Special state requirements

California, Maryland and New York have special requirements for tax preparers.

Want to explore further?

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