Chartered Tax Consultant (CTC®)

$937

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Course type:

Product add-ons:

  • Yes, add the CTC Standard printed book bundle to my order *

    CTC Standard Books + $253

  • Yes, add the CTC California printed book bundle to my order – California Residents only *

    CTC California Books + $273

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Description

No prior tax knowledge required. A Chartered Tax Consultant (CTC®) is someone who has completed a specific series of tax courses in individual tax preparation. This nationally recognized, innovative, online certificate program enables students to:

  • Start working after the first course, which helps internalize the knowledge learned
  • Earn money while completing remaining coursework for the CTC® credential

Free Shipping on student books shipped within the contiguous United States

CTC® Certificate Program Includes:

This 12-month program consists of three income tax courses totaling 115 continuing education (CE) hours.

  • Comprehensive Tax Course
  • Small Business Tax Courses

BONUS Material:

  • Earn a digital badge upon successful completion of the course. Learn more about badges.
  • FREE Tax Law Updates as they become available
  • FREE Annual Tax Refresher Course (AFTR)

*Note: All course content, student resources, and other offers that come with the listed courses are included in the Certificate Program as well. For more details, visit the individual course pages.

  • Comprehensive Tax Course
    • 57 CE hours
    • 6 month completion time
    • For California Students: Choose CA Edition, 60 CE hours (45 Fed, 15 CA State)
  • Small Business Tax Courses
    • 55 CE hours 
    • 6 month completion time

Comprehensive Tax Course Standard Edition:

  • Module 1: 14 hours Federal Tax Law (IRS Program Number #EEZ75-T-00469-24-S)
  • Module 2: 15 hours Federal Tax Law (IRS Program Number #EEZ75-T-00470-24-S)
  • Module 3: 15 hours Federal Tax Law (IRS Program Number #EEZ75-T-00471-24-S)
  • Module 4: 13 hours Federal Tax Law
    • 7 hours Federal Tax Law Topics (IRS Program Number #EEZ75-T-00472-24-S);
    • 4 hours Federal Tax Law Update (IRS Program Number #EEZ75-U-00473-24-S);
    • 2 hours Ethics (IRS Program Number #EEZ75-E-00474-24-S)

Comprehensive Tax Course – California Edition: 

  • CE Hours for California State Qualifying Education Edition
    • Comprehensive Tax Course: 45 hours Federal Tax Law
    • CA State Supplement: 15 hours California State Tax Law
    • Total hours of CE awarded for CA State Edition: 60 hours 

CTEC Provider: #1071
Program Number #1071-QE-3209

Small Business Tax Courses:

  • Small Business I: 
    • IRS (Provider #EEZ75)
      • Small Business I Module I – EEZ75-T-00477-24-S (12 Hours of CE)
      • Small Business I Module II – EEZ75-T-00478-24-S (16 Hours of CE)
    • CTEC (Provider #1071)
        • Small Business I Module I + 1071-CE-3211 (12 Hours of CE)
        • Small Business I Module II – 1071-CE-3212 (16 Hours of CE)
        • NASBA (Sponsor #103388)
          • Small Business I Module I (12 Hours of CE)
          • Small Business I Module II (16 Hours of CE)
  • Small Business II: 
    • IRS (Provider #EEZ75)
      • Small Business II Tax Course – Module 1–EEZ75-T-00491-24-S (14 Hours of CE)
      • Small Business II Tax Course – Module 2–EEZ75-T-00492-24-S (16 Hours of CE)
    • CTEC (Provider #1071)
      • Small Business II Tax Course – Module 1–1071-CE-3222 (14 Hours of CE)
      • Small Business II Tax Course – Module 2–1071-CE-3223 (16 Hours of CE)
    • NASBA (Sponsor #103388)
      • Small Business II Tax Course – Module 1 (14 Hours of CE)
      • Small Business II Tax Course – Module 2 (16 Hours of CE)

Surgent Income Tax School will report all credit hours and completed certificates to the IRS and/or CTEC (for California preparers). Students will also earn a Certificate of Completion after each module is successfully completed.

View the Income Tax School’s Certifications and Credentials

How does The Income Tax School compare to other tax schools?

We cannot comment on the courses offered by other tax schools. However, we can tell you how our courses differ from many of our competitors. The Income Tax School (ITS) curriculum developers and instructors are all experienced and practicing tax professionals, which ensures that our courses provide practical knowledge that can be applied by graduates in their tax practices. ITS is certified by the State Council of Education for Virginia (SCHEV) as a private career school and has been operating for more than 20 years (since 1989). Our founder and CEO has been a tax industry executive for more than 40 years and has managed hundreds of tax preparation offices employing thousands of tax preparers in several states. Our course content goes through rigorous editing processes and is high quality. In fact, ITS is ranked by TrendLists as the #1 site for online tax education.

Where can I find information about the IRS Exam and where I can take the test?

Currently, the IRS does not have a mandatory program for tax preparers. The IRS does have a voluntary Annual Filing Season Program (AFSP) for all unenrolled tax preparers. We recommend that all unenrolled tax preparers complete this program annually. You can learn more about the AFSP at the link below.

When can I start the course?

Our income tax courses are all open enrollment. You can register and start the course as soon as you receive your login information and are ready. User logins are issued within 24 business hours.

What happens if I am unable to complete my online assignment in one sitting?

If you are in the middle of a graded assignment, you can simply save your place and sign off (just be sure NOT to click “submit all and finish”). When you sign back in you will be able to click “Continue the Last Attempt” and you will be able to continue your graded assignment from exactly where you left off. To make things easier for our students, we recommend downloading the assignment and completing it offline. Then all a student has to do is input the correct answers online. 

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

Once you complete your course, please click on the link within your course to request a certificate. Your certificate request will be processed and you will receive the certificate automatically via email. If you are in one our Chartered Tax Programs, your Chartered certificate will be issued after you have completed all courses with an average grade of 80% or more.

Do you report my Continuing Education credits to the IRS?

Yes, The Income Tax School is required to report CE completions for the first 3 quarters of the calendar year once per quarter.

  • CE courses completed January 1- March 30- reported March 31
  • CE courses completed April 1- June 29- reported June 30
  • CE courses completed July 1- September 29- reported September 30
  • Beginning October 1st, The Income Tax School reports CE completion every 10 days through the end of the calendar year.

CTEC requires reporting every 10 days throughout the calendar year for both Continuing Education and Qualifying education. For Continuing Education, The Income Tax School reports daily in October, until October 31 at 11:59 PST.

Additional item to consider

Guide to Start and Grow Your Successful Tax Business

This book is your go-to guide to getting started with a tax business today.

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