The 2022 Comprehensive Tax Course is available now and better than ever!
Plus, more new, revised content coming very soon!
You asked and we delivered – the 2022 course now includes BRAND NEW video content so you can learn directly from our expert team of tax professionals. Materials and topics concentrate on advancement of careers and profitability. Plus, relevant updates provided regularly so you remain informed on your craft! regularly so you remain informed on your craft!
Earn a Chartered Tax Credential in 2 Easy Steps:
1 Successfully complete Surgent Income Tax School courses required in any of the Chartered Tax Certificate Programs.
A minimum cumulative grade point average of 80% or higher is required for the Chartered Tax Certificate Program. Our students average 90%+.
2 Meet the experience requirement for your selected certificate program.
After completing the first tax course, you’ll have the tax knowledge to prepare individual tax returns for almost all U.S. taxpayers and you can start working towards your experience requirement. Plus, you’ll start earning money! Prior tax preparation experience will count for experienced tax professionals who test out of the Comprehensive Tax Course.
- 3 courses
- 200 hour experience requirement
- 5 courses
- 300 hour experience requirement
Do More than the Basics!
Completion of one of our certificate programs at Surgent Income Tax School will enhance your reputation as a trusted tax professional and give you a competitive advantage in your market. Plus, your increased knowledge will enable you to:
- Prepare more complicated tax returns
- Increase your revenue by charging higher fees for more complex tax returns
- Acquire the knowledge necessary to prepare for the EA exam, and more!
These nationally recognized tax certificate programs enable you to start preparing individual tax returns for most U.S. taxpayers after successfully completing the first course in the program!
The Chartered Tax Certificate Programs are unique because you have the opportunity to earn money as a tax professional while you study, and to also internalize the knowledge by applying what you learn. With talk of more requirements for tax preparers, many have decided to work towards becoming an IRS Enrolled Agent (EA), the most distinguished credential in the tax industry. The Chartered Tax Certificate Programs are the perfect stepping stones to becoming an EA!
No prior tax or accounting knowledge is required and minimal computer skills are needed. Students should have a high school diploma or the equivalent, the ability to comprehend the income tax regulations, and good people skills to interact effectively with taxpayers.
Chartered Tax Professional CTP® Certificate Program is a Career in a Box
The CTP® Program includes everything you need for a full career as a true tax professional, all for under $2,000. Plus, newly updated content for 2022!
After the first course, you’ll know how to prepare tax returns for most individual taxpayers – including sole proprietorships, and can start earning money as a tax preparer, while you continue adding new tax knowledge and enhancing your skills with the advanced and small business courses that follow. There are many pathways you can take to become a tax professional but Surgent Income Tax School leads the way.
Chartered Tax Professional
As a Chartered Tax Professional, you will be able to handle very involved individual tax situations as well as tax returns for small business corporations, partnerships and more complex sole proprietorships. The CTP® certificate program covers both basic and complex individual Form 1040 and advanced small business tax preparation for Form 1120 & 1120S and partnership Form 1065 tax returns. These more complicated tax returns will open up new, more lucrative markets for you. Becoming a Chartered Tax Professional (CTP®) can significantly enhance your salary and your advancement potential as a tax professional, and can be completed in 18 months or less!
If you’re committed to becoming a tax professional, you should definitely consider the CTP® program. Put your education toward a certificate that prepares you for the highest designation in the tax industry, the Enrolled Agent (EA)! As a CTP®, you will have the tax knowledge and experience to prepare for the IRS Enrolled Agent (EA) exam, if you wish to add the desirable EA credential to your professional designation as a CTP®. Upon completion of the CTP® program, you can take an EA exam review and then sit for the EA exam. This will put you at the top of the tax professional field in under 2 years!
If you’re a CPA, CFP, attorney, or if you hold some other professional license, you may be able to satisfy some or all of your continuing education requirements through your coursework in the CTP® program. Tax knowledge is valuable to many professionals because financial decisions usually involve tax consequences for their clients. Providing tax preparation services is also a great way to diversify and recruit new financial services clients.
Courses included in this program:
- Annual CE requirement beginning the year after you qualify as a CTP®15 Hours (10 hours federal tax law, 2 hours ethics, 3 hours federal tax law updates)
- Experience requirement: 300 Hours must be completed before final CTP® certificate is issued.
- Learn more about requirements
You can even start with these smaller packages below and upgrade later once you get a feel for the program.
Thinking of Starting Your Own Tax Business?
Add the Guide to Start & Grow Your Successful Tax Business:
For as little as $99, you’ll get a guide to help you with every step along the way. This is the go-to guide for anyone looking to start a tax business. The guide covers everything from learning tax preparation, to establishing your tax office, marketing and pricing, recruiting and training employees, dealing with the IRS, and more! Roger Russell, Senior Editor for Accounting Today, said, “It is destined to become the bible for the tax preparation business.”
Chartered Tax Consultant
The Chartered Tax Consultant (CTC) certificate program will enable you to prepare individual Form 1040 and introduces small business tax preparation for Form 1120 & 1120S and partnership Form 1065 tax returns. No prior tax or accounting knowledge is required and minimal computer skills. Students should have a high school diploma or the equivalent, the ability to comprehend the income tax regulations, and good people skills to interact effectively with taxpayers.
Courses included in this program:
- Annual CE requirement beginning the year after you qualify as a CTC:
- 15 Hours (10 hours federal tax law, 2 hours ethics, 3 hours federal tax law updates)
- Experience requirement:
- 200 Hours must be completed before final CTC certificate is issued.
- Chartered Tax Certificate FAQs
- Learn more about requirements
- Payment plan available
Unsure About Registering for a Certificate Program?
If you’re unsure about enrolling in one of our certificate programs, you can always start by taking our Comprehensive Tax Course – the first required course in all three of our programs. If you like what you’re doing, you can upgrade to one of our Chartered Tax Certificate Programs during the course or shortly after completion of the course.
Your Chartered Tax Designation Can Be Earned in Months
- All Chartered Tax Certificate courses are online and can be completed anywhere, anytime-24/7.
- The affordable tuition includes instructor support by email.
- The first course, Comprehensive Tax Course, consists of sixteen 3-hour lessons plus four module exams, which can be completed in just 10 weeks when you complete two lessons a week. Each remaining tax course consists of ten 3-hour lessons and can be completed in 5-10 weeks (one or two lessons per week).
- The CTC® program can be completed in less than five months, but you are given up to 12 months. While the CTP® program can be completed in less than eight months, but you are given up to 18 months. During this time you can also be working, earning money and gaining experience as a tax professional.
You will be awarded a Chartered Tax Certificate
A printable, digital Certificate of Completion with your credit hours will be awarded for the successful completion of each tax course in the program. Once you complete the entire certificate program (successful course completion and experience requirement), you will be awarded a printable, digital Chartered Tax Certificate and the designation of Chartered Tax Consultant – CTC® or Chartered Tax Professional – CTP®.
Chartered Tax Certificate graduates receive a discounted rate on Surgent’s Enrolled Agent Exam Review Courses!
If you choose to take the IRS EA exam (also called the IRS SEE Exam, you may want to prepare for it by taking an EA Exam Review through Surgent Income Tax School at a special discount rate. Contact us for a special rate as a Chartered Tax Certificate Graduate. See the latest news from IRS about IRS Enrolled Agents.
Once you’ve earned your Chartered Tax Certification, you can claim a digital badge!
Exciting news, Surgent Income Tax School now offers digital badges for some of our key programs, through Credly, a market leader in the digital credentialing space!
Graduates of our one or more of our Chartered Tax Certificate Programs, as well as our Comprehensive Tax Course, can now claim their badge(s) and share their professional credentials on popular social channels, networking sites, personal websites, and in emails with web-enabled credentials powered by Credly. This new standard for communicating achievements provides:
- A secure, online version of your credential(s)
- An overview of what it took to earn your credential(s)
- An overview of the skills gained while earning your credential(s)
- Access to Credly labor market insights (LMI) that relate your skills to available jobs
- A trusted method for employers, customers, and clients to verify your credential(s)
Note to CA Students:
All courses are CTEC approved! California residents should enroll in the their respective versions the program to meet CTEC requirements to become a licensed tax preparer in California.
Chartered Tax Certificate Program Disclaimer:
When the CTP® program is purchased as a package, the course books will ship individually and access to each new course will be given upon completion of the last course. This will ensure that you receive the most current material available when you are ready to take each course.
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. Please contact us by calling us at 1.800.984.1040 or by emailing us.
Get Started TODAY!!