Special Offers

At Surgent Income Tax School, we’re always looking to provide you the best value. Check out the following offers we hope will make it easier for you to start a new career as a tax preparer and/or tax business owner.

Discount for Active Military, Veterans and Spouses

Thank you for your service! Active military and veterans, as well as their spouses, can save 20% on e-learning tax courses, seminars and certificate programs. Not valid with any other offers. To apply, please email our Customer Care team with the following information:

  • Your status as active duty, a veteran or a spouse.
  • The course or program you’re interested in.
  • Whether you plan to pay in full or use our payment plan.

Our Customer Care team will contact you to determine if you qualify for this offer.

Upgrade Your Course and Save

  • Current. If you’re taking or have completed a Surgent Income Tax School (ITS) course or certificate program and your term has not ended, your fees may be credited toward a higher-level certificate program. You only need to pay the difference in cost between the two programs — there’s no additional upgrade fee.
  • Past 9 months. If you completed a Surgent ITS course or certificate program less than 9 months ago, you may still upgrade by paying the difference in cost between the two programs, plus a reenrollment fee of $25.
  • Past 18 months. If you completed a Surgent ITS course or certificate program more than 9 months ago but less than 18 months ago, you may still upgrade by paying the difference in cost between the two programs, plus a reenrollment fee of $50.

Call us at (800) 984-1040 to upgrade today!

Save by Using Your Existing Knowledge

  • Surgent ITS. If you’ve already taken a course or two from us, you can register for one of our Chartered Tax Certificate Programs and we’ll transfer your completed coursework.
  • Another source. If you gained tax knowledge elsewhere, you can test out of the Comprehensive Tax Course and move on to the next course when you register for one of our certificate programs. The cost to test out of the Comprehensive Tax Course is $100.

Call us at (800) 984-1040, or email us about this offer.

View Our Recruit and Train Webinar for Free! ($59 value)

You will learn proven best practices developed by national tax firms to ensure an adequate supply of trained, qualified tax professionals to staff their offices. The instructor is Chuck McCabe, CEO of Peoples Income Tax Inc. Topics include:

  • Who are the best prospects to become career seasonal tax preparers.
  • Where to find the best people and how to recruit them.
  • Advantages of training employees yourself.
  • Advantages of having Surgent Income Tax School train your employees.
  • Other training options, such as e-learning and classes at a local college.

Order the free webinar! You’ll need to log in or create a new account for our shopping cart and enter the discount code FREEBIE10. After you place your order, you’ll receive an email with a link to view the webinar. You may also watch by clicking the link at the very top of the confirmation page.