Chartered Tax Professional
  • Type Certification
  • Level Advanced
  • Time Years
  • Cost Paid
Additional Details

Chartered Tax Professional

Issued by Surgent Income Tax School

Earners of this badge are able to interview tax clients, research, prepare, and file all types of individual and small business corporation, partnership, and complex sole proprietorship tax returns. Those who complete this program can sit for an Enrolled Agent Exam Review and then take the Enrolled Agent's Exam, the highest designation in the tax industry, awarded by the IRS.

  • Type Certification
  • Level Advanced
  • Time Years
  • Cost Paid
Additional Details

Skills

Earning Criteria

  • 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.
  • 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.
  • Completed Advanced II Tax Course: 28 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.
  • Completed Small Business I Tax Course: 28 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.
  • Completed Small Business II Tax Course: 28 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.
  • Completed a 300 hour experience requirement, working in the field applying the knowledge learned.
  • 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.