When you first purchase one of our courses, keep in mind that the system will create two accounts for you using the same email and same password you create at checkout. The purchasing account allows you to manage your billing details, subscriptions, rewards points, etc. The learning account is where you’ll find all your course content.



All online tax school students registered for a core tax course, a certificate program, or CE courses should have a username and password assigned to them (via e-mail) within 24 business hours of registration.

Please e-mail schooladmin@theincometaxschool.com if you did not receive your student login information.  On some occasions, the e-mail may end up in your junk/spam mail folder.

The link to the school’s website will be included in your welcome email along with your username and password.  If you need assistance with your account, please be sure to include your username and the course you are taking in your email if you have it.

For technical issues, please email schooladmin@theincometaxschool.com

For course related questions, please email instructor@theincometaxschool.com


For the AFTR Course or an AFSP Bundle, you will login to SurgentCPE.

If you are new to SurgentCPE, click here to create an account. If you are creating a new account, your username should be the same as the email address you used when purchasing your course(s).

If you have used SurgentCPE in the past and already have an account, visit SurgentCPE, click “Login” at the top right of the screen and enter your username and password. If you do not remember your password, press the “Forgot?” button to receive a password reset email.

Once logged in, your course(s) will be located under the “My Self-Study Courses” tab.  You may begin right away!

If you have questions, please email info@theincometaxschool.com or call (800) 984-1040. 


If you need to sign into your shopping cart account to update your contact information, check on an order, find a downloadable product you purchased, or update a subscription, please use this link: www.theincometaxschool.com/my-account

Instructor Resource Center:

Please use the following form to request an invitation to the Instructor Resource Center. Note: You must be a current year tax school licensee to access the Instructor Resource Center. NOT FOR STUDENTS.

Your Name *(Required)