Course benefits
24/7 Access
Learn at your own pace, with 24/7 access to online courses.
Adademic Support
From beginner to advanced, your questions are answered quickly to help you succeed.
Automatic Grading
Assignments, quizzes, and tests are graded automatically with feedback on learning activities.
Certification Reporting
We report Certificate of Completion to the IRS and California Tax Education Council (CTEC).
LMS Access
Monitor progress within the Surgent ITS learning management system.
Expert Instructors
Our courses are developed and led by industry experts, so you can trust you’re learning from the best.
“All my dealings with Surgent ITS have been great. I’m very impressed with the staff and with all the help that is available to me regarding the whole process of becoming a tax preparer. I feel like you’re my friends.”
Kathy D., Missouri
BENEFITS
Why become a tax preparer?
The Surgent Income Tax Schools takes you from beginner to expert — no prior tax or accounting knowledge is required.
Grow your career
Establish a home-based business that can be part-time or full-time, and even grow into a brick-and-mortar business — the choice is yours.
Increase earning potential
A tax preparation home business requires little overhead, which means you can charge less than the competition. And as your skills and knowledge grow, so will your income.
Manage your own schedule
Work as much or as little as you want — you are your own boss! Start out of your own home, with minimal expenses.
Ready to take the next step in your career?
Frequently Asked Questions
When can I start the course?
Our income tax courses are all open enrollment. You can register and start any tax training course or CE seminar as soon as you receive your login information and are ready. We tell our students to allow up to 24 business hours for login credentials to be sent, however, many times you receive access within 1-2 hours.
What does interactive mean?
Interactive courses include instructor support by email and automatic instructional feedback. All assignments and exams are graded instantly. Learn tax prep with our interactive online tax courses.
What does online grading mean and how will I know how I am doing?
With the online tax courses, students receive instant feedback on the accuracy of each homework assignment, quiz, and exam. Students are able to go through the chapters with ease, however, an overall score of 70% is required to be able to complete each module. When students have a question or comment, they have a direct link to send an email to our instructor support. Instructors will respond within two business days.
How long will it take to complete a tax course?
All of our tax courses are available online, allowing you to learn to do taxes at your own pace. We give students up to 6 months to complete our Comprehensive tax course and up to 3 months for each of our subsequent tax courses (Advanced I and II, Small Business I and II). This time frame is based on completing just one chapter per week as well as giving students 2 additional weeks to study for each exam. However, some students will be able to work more quickly depending on their time constraints and/or study needs. There is no penalty if you complete your tax course in a shorter time frame.
What if I exceed the time frame allowed to complete the course?
You may request an extension for another term for a nominal fee.
I just registered and got my user login. I am excited to get started but was wondering if you recommend I wait for my book?
There is no need to wait! Everything you need is available online. The book is a great tool to have while taking the course so you don’t have to print everything out. It is also a great reference after you finish the course. Feel free to start your course now and just download anything you need until your book comes. It should only be a few days.
Where can I find information about the IRS Exam and where I can take the test?
Currently, the IRS has a voluntary Annual Filing Season Program for tax preparers. <Discover the reasons why it is the minimum standard you should achieve as a tax preparer.>
