Product Description
CTP® Certificate Program Includes:
A series of five Income Tax Courses totaling 180 hours must be completed within 18 months. Plus, there is a 300-hour experience requirement over two tax seasons to receive the CTP designation.
- Comprehensive Tax Course – 60 hours
- Advanced I Tax Course – 30 hours
- Advanced II Tax Course – 30 hours
- Small Business I Tax Course – 30 hours
- Small Business II Tax Course – 30 hours
After completing the first tax course, you’ll have enough tax knowledge to start working towards your 300-hour experience requirement. Plus, you can start earning money!
Please note:
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These courses are not webinars
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Guide to Start and Grow Your Successful Tax Business is non-refundable
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Free AFTR course only available when IRS releases access
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We provide all students with a free Tax Law Update once the IRS issues updates
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Students will complete 1 course at a time to provide the most recent course editions throughout completion of the program
Course features:
- Online, self-study beginner tax course
- Study anywhere/anytime with an internet connection
- No prerequisites required
- All reading material is viewable online with optional PDF downloads
- Printed and bound books are an optional add-on for a fee
- Academic support from tax school instructors provided by email
- Automatic grading with instructional feedback
- Certificate of Completion for each course in the program
- Emailed upon completion with a final passing grade of 70% or greater
- Chartered Tax Certificate students are held at a higher standard and must have an average grade of 80% or higher within the program to earn a Chartered Tax credential.
- Certificate students must have an average grade of 80% or better within the program and fulfill the 300-hour experience requirement to achieve the designation.
- A printed certificate suitable for framing will be mailed upon successful completion of all five courses, plus the experience requirement.
- Learn more about the experience requirement
- Annual CE Requirement for Chartered Tax Certificate Graduates
- To maintain the CTP® designation, CTP® graduates must complete a total of 15 hours of CE annually upon completion of the program (9 hours federal tax law, 3 hours ethics, 3 hours federal tax law updates)
- Approved by Internal Revenue Service (IRS) Office of Professional Responsibility (OPR)
- We report your credit hours to the IRS
- CTEC Approved
- State material is available for California (Choose CA edition)
- Upon successful completion of the course, we will notify CTEC of your completed credits
- CTEC Qualifying Education Course ID 1071-QE-1004
- 45-Hours of Federal CE and 15-Hours of CA State CE
- FREE AFTR Course,–6-hr Annual Federal Tax Refresher Course (when available)
- View our credentials
About the Comprehensive tax course:
- Total of 20 chapters
- 4 modules, 5 chapters per module
- Total of 60 CE credit hours
- 6 months from date of registration to complete the course.
- Extensions can be purchased if more time is needed.
Upon successful completion of this course, you will be able to:
- Prepare most individual tax returns
- Perform a thorough interview with a taxpayer
- Determine a taxpayer’s filing status and eligibility for exemptions
- Accurately report income and deductions for a taxpayer
- Determine a taxpayer’s eligibility for credits and deductions
- Complete Schedules C-EZ, C and E
- Compute depreciation for assets and eligibility for Section 179
- Accurately calculate a taxpayer’s refund or balance due
- Advise a taxpayer in tax planning strategies
- Become a California CTEC Registered Tax Preparer (if you complete the CA Edition)
Topics Include:
- Electronic Filing
- W-2 & 1099 Forms
- Form 1040 (1040 EZ/A)
- Interview Techniques
- Filing Requirements
- Filing Status
- Exemptions & Dependents
- Earned Income Tax Credit
- Due Diligence
- Child Care & Tax Credits
- Interest & Dividends
- Other Income
- Adjustments to Income
- Itemized Deductions
- Employee Business Expenses
- Sale of Real Estate
- Depreciation
- Self-Employment
- Rental Property
- Capital Gains & Losses
- Alternative Minimum Tax
- Education Expenses & Plans
- IRAs & Retirements Plans
- Ethics
- Kiddie Tax
- Tax Saving Ideas
- Same Sex Marriage
- Affordable Care Act
- Tax Law Updates
View the Table of Contents:
About the Advanced I tax course:
- Total of 10 chapters
- 2 modules, 5 chapters per module
- Total of 30 CE credit hours
- 3 months from date of registration to complete the course.
- Extensions can be purchased if more time is needed.
View the Table of Contents:
Topics Include:
- Affordable Care Act
- Clergy
- Investments
- At Risk Rules
- Passive Activities
- Injured/Innocent Spouse
- Tax/Special Credits
- COGS/Business Start-Up
- Depreciation
- Amortization
- Section 179
- Employee Business Expense
- Office in Home
- Auto Expenses
- Self-Employment Tax
- Statutory Employees
- Capital Gains/Losses
- Basis of Property
- Sale of Stock
- Installment Sales
- Rental Properties
- K-1s/1099s
- Sale of Business Property
- Estimated Taxes
- Extensions
About the Advanced II tax course:
- Total of 10 chapters
- 2 modules, 5 chapters per module
- Total of 30 CE credit hours
- 3 months from date of registration to complete the course.
- Extensions can be purchased if more time is needed.
- Bonus CE Seminars–
- Ethics and Responsibilities of Tax Professionals Seminar – 3 hours of CE
- Tax Law Updates Seminar – 3 hours of CE
View the Table of Contents:
Topics Include:
- Amended Tax Returns for Individuals
- Special Needs and Concerns of Seniors
- Tax Issues for High Income Taxpayers
- Net Operating Losses
- Schedule D – Special Issues
- Tax Issues for Divorced Taxpayers
- Tax Planning Tips and Strategies
- Responding to the IRS
- Part-year Resident State Tax Preparation Principles
- Nonresident Alien Returns – Form 1040NR
About the Small Business I tax course:
- Total of 10 chapters
- 2 modules, 5 chapters per module
- Total of 30 CE credit hours
- 3 months from date of registration to complete the course.
- Extensions can be purchased if more time is needed.
- California Edition includes Small Business I, plus the following seminars below:
View the Table of Contents:
Topics Include:
- Business Types
- Accounting Methods
- Financial Statements
- Business Income
- Schedule C
- COGS/Inventory
- Depreciation
- Section 179
- Deduction
- Contractor vs. Employee
- Sale of Business Property
- Partnerships
- Corporations – C, S, LLC
- Employee Taxes
- Excise Taxes
- Extensions
- Estimates
- Employee Benefits
- Retirement Plans
About the Small Business II tax course:
- Total of 10 chapters
- 2 modules, 5 chapters per module
- Total of 30 CE credit hours
- 3 months from date of registration to complete the course.
- Extensions can be purchased if more time is needed.
- Bonus CE Seminars–
- Ethics and Responsibilities of Tax Professionals Seminar – 3 hours of CE
- Tax Law Updates Seminar – 3 hours of CE
View the Table of Contents:
Topics Include:
- Partnership Issues
- Corporation Issues
- S-Corporations
- General Business Credits
- Tax Issues Related to Fringe Benefits
- Capital Gains and Losses
- Form 990-EZ
- Form 1041-Trusts
- Form 1041-Estates
- Amended or Corrected Business Returns
- What to Do When You Owe the IRS
- Tax Practitioner Regulations & Penalties
- Tax Research
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. Start by purchasing the test out and our school administrators will advise you how to proceed from there.
Stuart Perkins –
When I was about 12 years old, in the sixth grade, I had made up my mind I was either going to be an engineer or a CPA. I did go to engineering school and later earned an MBA. At one point in my career, I was assigned to the Canadian operation of my company. I complained to the Big Eight accounting firm that was doing my taxes, complements of my company, that the taxes were unreasonably high. What did I care; I wasn’t paying the taxes or the fee they said. After arguing with my own accountants for a number of years, I had to do something. I signed up with The Income Tax School a year ago. Recently, I’ve been amending old tax returns, repairing many old mistakes and filing amendments for foreign tax credits for the last ten years’ returns with very large refunds received for each tax return I’ve amended! P.S. I just recently had a birthday, my 86th!
Victor Ricslit –
I am enrolled for the Chartered Tax Professional program and would like to commend you for the very detailed and comprehensive course materials. I was able to hit the ground running with individual tax returns in my practice. I have completed well over 200 since I arrived in the US.
Ken Kimura –
I would like to thank your team for the overall support with my Chartered Tax Professional program study. I have just completed all courses for the Chartered Tax Professional program, and it’s been a great pleasure being able to study with The Income Tax School.
George Guiver –
I was looking for a retirement job when an associate mentioned tax preparation. I researched this field and landed upon The Income Tax School. It has quite an internet presence and was loaded with good information. I decided to take the plunge and take the comprehensive course. I found I had some aptitude for this and went on to take additional courses. Yes, it became a bit of an addiction. The tests became puzzles I enjoyed solving. I took some advice and took to the trenches working with Liberty Tax for two years. This office has very experienced people with Lois having over 35 years of experience. She is like a living tax guru. I have learned quite a bit with this practical experience.The Income Tax School gave me the foundation to prepare individual, partnership (rentals) and business filings. The owners were impressed that I had so much knowledge without really working in the field. But, there is always something knew to learn (ex: What the heck is a 1099-Q?). I truly enjoy helping people out with their taxes and finding ways to save on their tax liability.Thanks to The Income Tax School for helping me build this great foundation on which I will continue to build.I plan on opening my own tax business next tax season.
Madeleine W. R. –
Your courses are in depth, sometimes hard and nearly always challenging and exactly what is needed to understand the wonderful world of taxes. I am an Enrolled Agent who is taking them to refresh the basics and revisit the advanced and business courses. Well worth the money paid and I am getting more out of their Chartered Tax Professional (CTP) courses than other live continuing education seminars and workbooks.
George Guiver –
I agree with the others. The courses are well laid out, challenging and yes, at times even fun. Other times, they can be very challenging but with the help of the instructors like Karen and Barry, they will help you achieve that Ah-Ha!” moment. I’ve taken the Comprehensive, Advanced I and II, Small Business I and now taking Small Business II. If you want to learn the crazy maze of Tax Laws, this is the place!”
George –
I have obtained a job with a tax service and will begin the experience part of my new career this tax season. Thank you to The Income Tax School and especially Barry and Karen for all their help and guidance this last year.
Pat Malcolm –
Thank you! I have successfully completed all modules for the Chartered Tax Professional course and have since submitted the affidavit of experience. It has been a very intense and wonderful program and I feel more confident relating to clients with the additional knowledge I have gained. The time spent on this course will be rewarding.
Pat Malcolm –
Thank you! I have successfully completed all modules for the Chartered Tax Professional course and have since submitted the affidavit of experience. It has been a very intense and wonderful program and I feel more confident relating to clients with the additional knowledge I have gained. The time spent on this course will be rewarding.
Mary Ann Bone –
I recommend anyone interested in seeing the material join their Chartered Tax Professional-CTP program and test out as I did. It was a long difficult test but it showed me what was to be expected. I actually tested out of their basic and intermediate which combined I think they consider the comprehensive. It was hours of work but fun. Both tests were $50 each. I have a great respect for their program. I have just graduated with my BA in ACC and wanted to see if it was challenging and it is. I plan to sit the EA exam in September for Part I and hopefully will completely finish II & III prior to tax season. Anyway, The Income Tax School”s program is great, I recommend it to anyone, and it covers individual, business, and ethics. I have researched many programs and found The Income Tax School to be one of the most effective and very affordable. I also noticed it offers a payment plan for the Comprehensive Course for those who need that option in this tough economy.
Melissa Hewitt –
The courses that I took have allowed me to expand on my basic understanding of tax preparation and have given me a good grounding for other areas, example corporations. We only prepare individual returns at the office I work for, so I now feel more competent in those preparations. I am also quite happy with the fact that I have obtained my CTP which has prepared me for my ultimate goal of obtaining my EA. The courses also helped me strengthen my research skills and have given me avenues in which to explore issues further. It has been overall a rewarding experience that has given me the tools to expect more from myself.
Madeleine Daley –
I work for a law firm that also prepares tax returns. We have become really busy over the last 2 years and my boss decided to stop preparing tax returns and give our 100 tax return clients to a CPA. I suggested learning how to prepare returns and take over the clients. My boss, in theory agreed to this, if I took the CTP program. I have helped to prepare many of the client”s returns over the last two tax seasons. This program directly has helped us to retain thousands of dollars. We believe this program has been so helpful, that our newest assistant is going to start the program this summer allowing us to increase of capacity to acquire new tax clients.