Upgrade to Chartered Tax Consultant (CTC) Certificate Program

$440.00

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For students who have completed or tested out of the Comprehensive Tax Course only

A Chartered Tax Consultant (CTC®) is someone who has completed a specific series of tax courses in individual tax preparation, and completed a 150-hour experience requirement. This nationally recognized, innovative, online certificate program enables students to:

  • Start working after the first course, which helps internalize the knowledge learned
  • Earn money, while completing remaining coursework for the CTC® credential

The 2023 Comprehensive Tax Course is available now and is better than ever.

  • Plus more new, revised content coming very soon.
  • Now with useful, practical pointers that can be applied in your daily work.
  • Materials concentrate on advancement of careers and profitability.
  • Relevant updates provided regularly so you remain informed on your craft!
  • Free Shipping on student books shipped within the contiguous United States

Product Description

CTC® Certificate Program Includes:

A 12-month program that consists of three income tax courses totaling 115 continuing education (CE) hours. Plus, a 150-hour experience requirement that can be completed over two tax seasons to receive the CTC® designation.

BONUS Material:

  • FREE Tax Law Updates as they become available
  • FREE AFTR Course available upon completion of Comprehensive Tax Course. Available when IRS releases access – Learn more about AFTR and the voluntary IRS Annual Filing Season Program (AFSP)
  • Once you have successfully completed the Chartered Tax Consultant Certificate Program, you are eligible to claim a sharable digital badgeLearn more about badges.

 

 

*Note: All course content, student resources, and other offers that come with the listed courses are included in the Certificate Program as well. For more details, visit the individual course pages.

Certificate Programs are a series of courses designed to be taken one at a time. In order to earn the CTC® designation, you must pass the courses with at least an 80% average grade on all graded assignments and meet the 200-hour experience requirement. Upon completing these requirements, you will be certified by The Income Tax School and can add the CTC® designation to your professional title.

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 give you access (and ship your books) to each course one at a time, to ensure you get the most up-to-date version available.

Upon purchase, you will receive login credentials and may start the Small Business I course right away. These courses are not webinars, so you can work at your own pace and access the course content at any time. You have 3 months for each course, though many students finish earlier. A course extension may be purchased from our online store, if needed.

Refund Policy

The Refund Policy below is applicable only for courses students purchase directly from Surgent 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, Operations), 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.

Add Books? (Optional)

Hard copy books are non-refundable

  • Select which books you'd like to add (CA editions include state supplements): *

    Standard Comprehensive Books $129.00
    Small Business I Books $62.00
    California Comprehensive Books – California Residents only $149.00

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

  • Select image below to add Start-Up Guide: *

    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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Customer Reviews

Based on 14 reviews
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D
Dhan R. (Aurora, IL, US)
found great

its really helpful and i am trying my best but i am with difficult situation in
managing the time. Otherwise, course found to be very great

J
Jasmine D. (Arlington, TX, US)

FREE TRIAL: Comprehensive Tax Course

D
Darlene H. (Kirkwood, PA, US)

Comprehensive Tax Course

C
Curtis S. (Dallas, TX, US)
Great

Love the course

C
Catherine W. (Riverside, CA, US)
The Course

The Course is written very well. The subject material is explained in great detail! My personal concern is that I'm dislexic and it is taking me longer to read through than the projected time of the course.
On another note, the support department is absolutely phenomenal and very quick to respond. I know I'll get through it with their exceptional help and my commitment to complete the Course!

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