Chartered Tax Advisor
Issued by
Surgent Income Tax School
Earners of this badge are able to interview tax clients, prepare, and file tax returns for most individual U.S. taxpayers, including those who are self-employed and those who have more complex individual tax issues.
- Type Certification
- Level Intermediate
- Time Months
- Cost Paid
Skills
Earning Criteria
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Completed Comprehensive Tax Course: 48 hours of CE, comprised of 4 modules (4 chapters in each), including: learning activities and quizzes, plus a final exam in each module. Earned a minimum grade of 80% or higher to successfully complete the course.
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Completed Advanced I Tax Course: 25 hours of CE, comprised of 2 modules (9 chapters total), including: learning activities and quizzes, plus a final exam in each module. Earned a minimum grade of 80% or higher to successfully complete the course.
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Completed a 100 hour experience requirement, working in the field applying the knowledge learned.
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Annual CE Requirement: Must complete 15 hours of CE each year to maintain status. 15 hours must be in the following categories: 9 hours of Federal Tax Law, 3 hours of Ethics, and 3 hours of Federal Tax Law Updates.