Surgent Tax Training Programs

How much knowledge are you looking for?

Our Certificate Programs are designed for any beginner to launch their career in tax preparation. Both start with our Comprehensive course and build to more advanced topics. Or you can take the Comprehensive Course and upgrade to a Certificate Program at any time!

beginner tax
Comprehensive Tax Course
$497

16 lessons (48 hours of CE)
No annual CE requirements
No experience requirement

Includes:
  • Comprehensive tax course
  • Certificate of course completion via email
  • Digital badge
intermediate
Chartered Tax Consultant
$937

33 lessons (101 hours of CE)
15 hour annual CE requirement
200 hour experience requirement

Includes:
  • Comprehensive tax course
  • Advanced I tax course
  • Small Business I tax course
  • Certificate of course completions via email
  • Printable, digital Chartered Tax Certificate
  • Digital badge
Advanced
Chartered Tax Professional
$1497

49 lessons (157 hours of CE)
15 hour annual CE requirement
300 hour experience requirement

Includes:
  • Comprehensive tax course
  • Advanced I tax course
  • Advanced II tax course
  • Small Business I tax course
  • Small Business II tax course
  • Certificate of course completions via email
  • Printable, digital Chartered Tax Certificate
  • Digital badge

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!

Do More Than Basic Taxes

Surgent Income Tax School offers two Chartered Tax Certificate Programs:

  1. Chartered Tax Consultant (CTC®)
  2. Chartered Tax Professional (CTP®)

Becoming a chartered tax consultant or a chartered tax professional will enhance your reputation and give you a competitive advantage. And your increased knowledge will enable you to:

  • Prepare more complicated tax returns
  • Increase your income by charging higher fees for more complex tax returns
  • Prepare to become an IRS Enrolled Agent (EA), and more!

Earn a Chartered Tax Credential in 2 Easy Steps

Step 1:

Successfully complete the Surgent Income Tax School courses required in either of the two Chartered Tax Certificate Programs.

A minimum cumulative grade point average of 80% or higher is required for the Chartered Tax Certificate Program. Our students average 90% and higher.

Step 2:

Meet the experience requirement for your selected certificate program.

After completing (or successfully testing out of) the beginner, Comprehensive tax course, you’ll have the knowledge to prepare individual tax returns for almost all U.S. taxpayers, and you can start working toward your experience requirement. Plus, you’ll start earning money.

No Experience Necessary

Both of our Chartered Tax Certificate Programs take you from beginner to expert. No prior tax or accounting knowledge is required and minimal computer skills are needed. You should have a high school diploma or the equivalent, the ability to comprehend income tax regulations, and good people skills to interact effectively with taxpayers.

Earn As You Learn

Surgent Income Tax School’s nationally recognized tax certificate programs are unique because they enable you to start earning income preparing tax returns for most U.S. taxpayers after successfully completing the first course. This also enables you to strengthen your knowledge by applying what you learn.

Level Up

With talk of stricter requirements for tax preparers, you may eventually want to become an IRS Enrolled Agent (EA), earning the most distinguished credential in the tax industry. The Chartered Tax Certificate Programs are the perfect stepping stones to becoming an Enrolled Agent.