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ed2go Business Accounting Chartered Tax Professional
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Chartered Tax Professional

A Chartered Tax Professional (CTP) is someone who has completed a specific series of tax courses in individual and small business income tax preparation. This nationally recognized innovative online certificate course enables students to start working and earning money while completing coursework toward the CTP professional credential.

After successfully completing the first course in the Chartered Tax Professional (CTP) certificate training, you will be qualified to prepare individual tax returns for almost all U.S. taxpayers and will also have the tax knowledge to successfully pass the IRS Competency Exam. A CTP is also able to prepare returns for small business corporations and partnership and more complex sole proprietorships. 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 coveted EA credential to your professional designation as a CTP.

18 Months / 180 Course Hrs
Open enrollment

Offered in Partnership with your Preferred School

George Mason University

Why this school? It's been chosen based on your location or if you've visited this school's website. Change School

Learning Method

Instructor-led

Self-Paced. Study on your own schedule

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Chartered Tax Professional

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Details + Objectives

Course Code: GES219

What You Will Learn
  • Master preparing taxes for individuals, small businesses, partnerships, and sole proprietorships
  • Prepare for the IRS Enrolled Agent exam
  • Learn how to conduct a professional tax preparation client interview
  • Practice and work as a qualified tax professional
  • Learn how to prepare tax returns for all individual U.S. taxpayers
  • Understand the ethical responsibilities of tax professionals
How the course is taught
  • Self-paced, online course
  • 18 months to complete
  • Open enrollment, begin anytime
  • 180 course hours
How you will benefit
  • Start working and earning money after completing the first two modules of the course
  • Develop a professional vocabulary and the communication skills required to flourish in the accounting world
  • Become qualified to prepare taxes for a variety of tax-holders and small companies
  • Possess the necessary knowledge and skillset required to pass the IRS Enrolled Agent exam

Outline

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Comprehensive Income Tax Course (for Individuals)

Learn a detailed account of how to file an individual’s income tax return. You’ll cover forms W-2, 1099, and 1040 in detail.

Deductions, Benefits, and Expenses (for Individuals)

Master identifying potential deductions, benefits, and expenses for your client. Learn how to best report investments, assets, and retirement plans.

Advanced Income Tax Course (for Individuals)

Understand the fundamentals of tax preparation before moving on to advanced income tax best practices. Cover things like special credits, capital gains, sale of stock, and more.

Advanced Income Tax Course – Level II (for Individuals)

Learn about unique tax situations that require special attention such as net operating losses, tax issues for divorced taxpayers, tax issues for high-income taxpayers, and more.

Income Tax Course – Level I (for Small Businesses)

Discover the best practices for preparing taxes for small businesses. Review various business types and accounting methods so you’ll be better prepared to advise future clients.

 

Income Tax Course – Level II (for Small Businesses)

Master dealing with partnership and corporation issues. Understand the sales and liquidations of business and how it pertains to accounting. Cover what to do when your client owes the IRS and how to correct or amend past business returns.

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Instructors & Support

Peoples Income Tax, Inc.

Instructor support is provided through e-mail by experienced practicing tax professionals employed by Peoples Income Tax, Inc., a sister company of The Income Tax School.

Requirements

Prerequisites / Requirements

Prerequisites:

A high school diploma or equivalent is a prerequisite for this course. Accounting and specific math skills aren't required, just the aptitude to work with numbers and people and to read and interpret the tax laws.

If you are taking this course to begin a career in taxation you will need to meet the following requirements:

  • Complete Comprehensive Tax Course (located within the course)
  • Register with the IRS and get a PTIN
  • Begin preparing tax returns as a tax preparer

Requirements:

Hardware Requirements: 

  • This course can be taken on either a PC or Mac.

Software Requirements: 

  • PC: Windows XP or later.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Email capabilities and access to a personal email account.
  • Software must be installed and fully operational before the course begins.
Instructional Materials

Each of the four modules is accompanied by a student text. The entire textbook is provided online; however, hard copies of student texts are also provided at the start of each course for your convenience and future reference.

The instructional materials required for this course are included in enrollment. The following materials will be shipped to you approximately 7-10 business days after enrollment: 

  • Federal Forms
  • Federal Worksheets
  • Instructions
  • Publication
  • Tax Preparer Resources

More About

This course is suitable for all adults who seek a fast track to a professional white-collar career. Tax preparation is especially appealing to those who would enjoy helping other people by making the intimidating task of tax preparation a pleasant experience, while saving their clients money by minimizing their tax liabilities.

Please note that your continuing education requirements will begin once your PTIN has been issued.

About Certification

income-tax-school-its

The Income Tax School (ITS) is a national leader in tax preparation programs and training. ITS publishes educational materials as well as management manuals and webinars. The school also offers numerous tax training courses, such as continuing education seminars and tax certificate programs. Its Chartered Tax Certificate Program can help you master complicated tax preparation concepts and will give you a competitive advantage with any employer—and you can prepare for it through a certified course with us.

Reviews

FAQs

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Can I register for a course if I am an international student?

Yes, ed2go courses are online, so you never have to actually travel to the school. Most schools offer telephone or online registration.

Does this course prepare for a certification?

No.

When can I start the course?

This course is open enrollment, so you can register and start the course as soon as you are ready. Access to your course can take 24-48 business hours.

How long does it take to complete this course?

This course is self-paced and open enrollment, so you can start when you want and finish at your own pace. When you register, you'll receive eighteen (18) months to complete the course.

What if I don't have enough time to complete my course within the time frame provided?

The time allotted for course completion has been calculated based on the number of course hours. However, if you are unable to complete the course, contact your Student Advisor to help you work out a suitable completion date. Please note that an extension fee may be charged.

What kind of support will I receive?

You may be assigned with an instructor or team of industry experts for one-on-one course interaction. Your support will be available (via e-mail) to answer any questions you may have and to provide feedback on your performance. All of our instructors are successful working professionals in the fields in which they teach. You will be assigned to an Advisor for academic support.

What happens when I complete the course?

Upon successful completion of the course, you will be awarded a Certificate of Completion.

Am I guaranteed a job?

This course will provide you with the skills you need to obtain an entry-level position in most cases. Potential students should always do research on the job market in their area before registering.

Can I get financial assistance?

ed2go courses are non-credit, so they do not qualify for federal aid, FAFSA and Pell Grant. In some states, vocational rehab or workforce development boards will pay for qualified students to take our courses. Additionally, some students may qualify for financial assistance when they enroll, if they meet certain requirements. Financing is available from select schools. Learn more: https://www.ed2go.com/career/financial-assistance

How can I get more information about this course?

If you have questions that are not answered on our website, please feel free to contact us via LIVE CHAT or by calling us at (855) 520-6806. If you are visiting us during non-business hours, please feel free to send us a question using the Contact Us form.

How up-to-date is your course?

Starting August 1, 2018 — February 28, 2019 - all references in the COMPREHENSIVE are to the Internal Revenue Code, forms and publications, as amended through December 31, 2017. Also, unless otherwise stated, all questions relate to the calendar year 2017. Questions that contain the term ‘current tax year’ refer to calendar year 2017. In answering questions, students should not take into account any changes as a result of the Tax Cuts and Jobs Act of 2017 or any legislation or court decisions after December 31, 2017. This mirrors the content covered for the IRS SEE exam for Enrolled Agents during the same time period. The Income Tax School is addressing the changes though-out the COMPRENSIVE course student material by chapter by marking TCJA near items that are affected.

Does this course qualify for Continuing Professional Education (CPE) credit?

Yes. This course qualifies for CPE credit for CPAs.

What makes your course different from your competitors'?

While many tax courses available focus mostly on theory, our courses are written and taught by veteran tax professionals who work year-round preparing taxes for the general public with Peoples Income Tax, Inc. Because our courses are written by tax professionals working in the tax industry every day, the material incorporates many real-life examples and truly enables the student to prepare taxes for the general public.

Are you approved by CTEC?

Yes. We have a California version of our CTP course that includes the curriculum approved by the California Tax Education Council (CTEC) for qualifying education required for tax preparers to become licenses to practice in California.

What course should I take to become a tax preparer in California?

The California CTP course is approved by CTEC as a qualifying course for California. There are additional requirements to become a tax preparer in California. Please visit CTEC Web site for more information.

Once I complete the course, how will I receive my certificate?

Once you’ve successfully completed each course (and your final exam has been graded), you’ll need to fill out the Request for Certificate of Completion. Your instructor will then provide you with a certificate of completion by mail. Your CTP certificate will be issued after you’ve completed all courses with an average grade of 80% or more and have documented the 500 hours experience needed to qualify for the CTP designation. 

How would you compare your school to other tax schools?

The Income Tax School is certified by the State Council of Higher Education for Virginia (SCHEV) as a private career school and is subject to the same standards as Virginia colleges governed by SCHEV. We are also a sponsor of the National Association of State Boards of Accountancy (NASBA) to provide CPE for CPAs. We’re approved by the Office of Professional Responsibility at the Internal Revenue Services as provider of qualifying continuing education for IRS Registration Tax Return Preparers (RTRPs) and Enrolled Agents (EAs). This approval does not extend to licensees of The Income Tax School. We’re approved by the Oregon Board of Tax Service Examiners.

The Income Tax School’s programs were developed initially 19 years ago to recruit and train tax prepares for our multi-office practice in Virginia. Our curriculum is written and updated annually be experienced practicing tax professionals. All of the Income Tax School’s programs are provided online in an interactive format with instructor support by e-mail rather than by traditional home-study correspondence. We provide learning objectives, lesson quizzes with instructional feedback, and auto-graded exams. Although all of the student textbook content is online, we also provide a hard copy of the student text for convenience and future reference at no additional charge. Our programs are high-quality and are designed to provide students with the knowledge necessary to prepare tax returns professionally.

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