Small Business II Tax Course


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For Current Tax Preparers – 2021 Edition for 2020 Returns

In becoming a tax practitioner, professionals must have a foundation in many basic areas to be able to exercise appropriate judgement and develop a plan for researching more complicated issues. Small Business II will continue focusing on essential knowledge necessary to provide tax services to a variety of clients. Specifically, customers will explore the following topics:

  • Fundamentals of corporate taxation along with the basics for preparing appropriate tax forms,
  • Amended return process along with when a corrected return should be filed and when new legislation or guidance warrants changing a previously filed return,
  • Principal issues regarding the income taxation of trusts and estates along with the basics for preparing appropriate tax forms, and
  • Regulation of tax preparers and practitioners

Get the need-to-know essentials with Small Business II.

Product Description

Prior tax preparation experience/knowledge is suggested for the Small Business II course. Students normally enroll in this course after completing the Small Business I Course and working at least one season as a tax preparer.

This year’s edition has been completely revised and contains pointers you will appreciate as useful, practical advice to be applied in your daily work. Our materials now concentrate on the advancement of careers and profitability. Relevant updates will also be regularly provided so that you remain informed on your craft.

  • Free Shipping on student books shipped within the contiguous United States

Course Includes:

  • 2 Modules comprised of 4 chapters each
  • 28 hours of credit for Continuing Education (CE)
  • Reading and Reference Materials
  • Learning Activities
  • Real world examples and applications
  • Free Tax Law Updates as they become available
  • Surgent ITS Support by email
  • Automatic online grading with feedback
  • PDF downloads for reading materials
  • Hard copy books may be purchased at checkout
  • Quizzes & Tests

This course is not a webinar. For more details on course content, view Contents and Learning Objectives by Chapter for Small Business II.

Upon purchase, you will receive login credentials and may start your course right away. You can work at your own pace and access the course content at any time. You will have 3 months from your purchase date to complete the course, though many students finish much earlier. A course extension may be purchased from our online store, if needed.


Module 1 Course Codes, Provider/Sponsor #s:

  • IRS Provider #: EEZ75
  • IRS Program #: EEZ75-T-00354-21-S, Federal Tax Law Topics/Federal Tax Related Matters Program Category
  • CTEC Provider #: 1071
  • CTEC Program #: 1071-CE-3104, Tax Law Program Category
  • NASBA Sponsor #103388

Module 2 Course Codes, Provider/Sponsor #s:

  • IRS Provider #: EEZ75
  • IRS Program #: EEZ75-T-00355-21-S, Federal Tax Law Topics/Federal Tax Related Matters Program Category
  • CTEC Provider #: 1071
  • CTEC Program #: 1071-CE-3105, Tax Law Program Category
  • NASBA Sponsor #103388


Surgent Income Tax School will report all credit hours and completed certificates to the IRS and/or CTEC (for California preparers). Students will also earn a Certificate of Completion after each module is successfully completed.

Course FAQs

How do I get started?

Upon purchasing your course, you will receive login credentials via email to log in to our Learning Management System (LMS) and may begin your course right away. Your login credentials for the LMS and for your ITS account (used to purchase more courses or seminars) will be the same until and unless you change one or both of them.Back To Top

How long do I have to complete the course?

You can access and complete our courses online, 24/7, provided you have internet access. Course completion terms vary depending on the course or bundle you purchase. Typically, you will have 6 months to complete the Comprehensive Tax Course and 3 months for any of the Advanced or Small Business courses. This is based on a schedule of just one chapter per week, with 2 additional weeks to study for tests, though many students are able to complete their courses more quickly.
If you have purchased a bundle or certificate program product that includes multiple courses, you can to add the course terms together to get the completion terms of that product. Specific completion terms for each product are also listed on the corresponding product page.Back To Top

Do I have to buy hard copy books?

Hard copy books are completely optional. Some students prefer to work through reading materials offline and simply use the online platform to complete assignments, quizzes, and tests. The hard copy books are also a useful tool for tax preparers to use as a reference after they’ve completed the course and are filing tax returns in the field. You do not have to wait for your hard copy book to be shipped to you, but you can if you wish.Back To Top

I purchased a bundle/certificate program with books, but only received one book. Why?

Bundles and certificate program are products that include multiple courses designed to be taken in order. Depending on when you purchase, you could start your first course and by the time you’re ready to start the next one a new edition could be available. For this reason, we ship books one at a time to make sure you get the most up-to-date version available.Back To Top

Which edition should I choose: Standard or California?

The Standard edition of our courses contains information about federal tax law and is applicable to all US tax preparers. A California edition is available for our Comprehensive and Small Business I courses, which includes all the information of our Standard editions but adds a California state tax law supplement. If you’ll be filing returns for California residents and businesses, choose California. Otherwise, choose Standard.Back To Top

What grades do I need to pass the course?

A 70% minimum cumulative grade point average is required to pass each course module. This includes all graded assignments, quizzes, and final exams. Certificates of completion are awarded for each course module successfully completed; however, an overall course certificate of completion is awarded only if all related course modules are successfully completed. Certificates of Completion are emailed upon successful completion with a final passing grade of 70% or greater. You must successfully complete each section before you are able to move on to the next one.

If you’re unable to finish any graded assignment in one sitting, you can always save your place and sign off (just be sure NOT to click ‘submit all and finish’). When you sign back in you’ll be able to continue from where you left off. If you’d like, you can download any assignment to complete offline, and then input the answers when you have time.Back To Top

What happens once I complete my course?

Upon successful completion of the course, our school administrators will review your progress and you will receive a Certificate of Completion by The Income Tax School (ITS). We will also report your credits to the IRS and CTEC (if applicable), provided you have submitted an active Preparer Tax Identification Number (PTIN) to us. Click here for information on how to obtain an active PTIN from the IRS.Back To Top

I’m buying a course on behalf of someone else, what should I do?

For business owners operating their own tax school who wish to license our courses for their students: email or call 1-800-984-1040.

Many customers come to us and are buying a course or seminar for someone else. They could be buying the course for their spouse, or a business owner purchasing for an employee(s), or an employee signing up for a course that their employer is paying for. In those cases, use the following steps:

  1. Select your course(s)
  2. Proceed to checkout
  3. Fill the billing address and payment fields with the information of the person paying for the course.
  4. In the Additional Comments section: enter the names and emails of the person(s) taking the course(s)

Example: Jane is a business owner who wants to purchase the Comprehensive Tax Course for Megan and the CTP Program for Jeff. Jane puts both the Comprehensive course and the CTP Program in her cart and proceeds to checkout. Jane enters her information for the Name, Email, Billing Address, and credit card info, then specifies “Megan Smith – Comprehensive course. Email:, Jeff Jones – CTP Program. Email:” in the Additional Comments section.

Jane will receive a receipt of purchase by email and will be given login credentials of her own by default. Our school administrators will then manually create student accounts for Megan and Jeff and add their respective courses to their accounts. Please allow up to 2 business days for this to take place.

Please Note: Extension requests and name changes on purchases placed on a Friday may not be completed until the next business day.

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Refund Policy

The Refund Policy below is applicable only for courses students purchase directly from The Income Tax School or Peoples Income Tax School. Students who purchase any courses through third party schools or other organizations must address all refund issues with the entity through which they made that purchase.

Please note: Operator’s Starter Kit, License Renewal, Tax Practice Management Manuals (Marketing, Policies and Procedures, Personnel, and Expansion), Print/Hard Copy Books for Individual Course Purchase, the Guide to Start and Grow Your Successful Tax Business, and the two Business Start-up Guides are non-refundable.

Online for Individual Students

Payment Plan Terms & Conditions for Courses Purchased Before 3/11/21

Chartered Tax Certificate Programs for Online Individual Students

Virginia Student Enrollment Agreement for Courses Purchased Before 3/1/2021

Surgent EA Review Refund Policy and Pass Guarantee

Academic Honesty Policy

Licensee Guarantee and License Agreement

Reseller License Agreement


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Add books? (optional)

Hard copy books are non-refundable.

  • Standard Small Business II Books $62.00

Add Tax Business Start-Up Guide? (optional)

This 319-page book is your go-to guide to getting started with a tax business today! “One very important thing I have learned over the years is that there is no need to reinvent the wheel. This book is a practical, comprehensive guide that is beneficial for all entrepreneurs planning to operate as either a sole-tax practitioner or a tax business owner employing other tax preparers. Throughout this book, you will learn many best practices that will save you time and money, and help you grow a successful tax business.” – Chuck McCabe, Founder & CEO of The Income Tax School and Peoples Tax

  • Guide to Start and Grow Your Successful Tax Business – Printed & Shipped Book $149.00
    Guide to Start and Grow Your Successful Tax Business PDF download $99.00
  • Read license guarantee and license agreement

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