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Chartered Tax Professional Certificate

ProTrain Online

Description

The Chartered Tax Professional (CTP) designation is the undisputed professional credential for persons who typically advise clients on income tax situations. After completing this comprehensive program, certificates will be prepared to handle almost any individual and small business income tax situation encountered. Candidates must successfully complete a series of six 30-hour, computer-administered courses in income tax preparation. All courses are offered via the Internet and can be completed anywhere, anytime-24/7 - instructor support is included with each module. Each module consists of ten 3-hour lessons and can be completed in 5-10 weeks (one or two lessons per week). The entire program could be completed in less than eight months, but generally students complete the program in 18-24 months.

Courses required to earn the Chartered Tax Professional Certificate and CTP designation

  • Basic Individual Income Tax Preparation (30 hours)
  • Intermediate Individual Income Tax Preparation (30 hours)
  • Advanced Individual Income Tax Preparation (30 hours)
  • Small Business Income Tax Preparation (30 hours)
  • Advanced Level II Individual Income Tax Preparation (30 hours)
  • Small Business Level II Income Tax Preparation (30 hours)

Basic and Intermediate Income Tax Course

Combined this 20-lesson Course will give you a solid foundation in individual tax preparation, enabling you to complete all of the standard returns. This Course focuses on the majority of tax forms needed to complete tax returns for yourself and the general public. In the Course you should acquire the knowledge and skills necessary to complete federal income tax returns and research tax issues. Because "Practice makes perfect", the Course requires at least two tax returns prepared for most chapters.

Course Materials/Resources:

  • Comprehensive Income Tax Course Manual, by Peoples Income Tax
  • Federal income tax reference material
  • Certificate of Achievement upon completion
  • Hands-on training from veteran tax preparers

CPE Credit Eligibility: 60 hours of CPE Credit

Topics Include:

  • Electronic Filing
  • W-2 & 1099 Forms
  • Form 1040 (1040 EZ/A)
  • Interview Techniques
  • Filing Requirements
  • Filing Status
  • Exemptions & Dependents
  • Earned Income Tax Credit
  • Due Diligence
  • Child Care & Tax Credits
  • Interest & Dividends
  • Other Income
  • Adjustments to Income
  • Moving Expenses

Advanced Income Tax Course - Level I

If you are an enrolled agent, accountant, lawyer, financial planner, business owner, experienced tax preparer, or just interested in increasing your tax knowledge, the Advanced Course will enable you to prepare more complex individual tax returns. This Course provides the critical education and knowledge , which make the graduates more competent and successful than their competitors. Students normally enroll in this Course after completing the 10-week Comprehensive Income Tax Class and working at least one season as a tax preparer.

Outcomes

This Course is designed as an introduction to some of the issues involved in the preparation of tax returns for various forms of business entities, which will give you the information necessary to handle business returns with knowledge and confidence.

Assessment

course quick facts
course code PRO1032
cost $2199.00
estimated time to
complete course
180 Hours
course materials
available
12 Months
instructor

Charles E. "Chuck" McCabe - Chuck McCabe earned his B.S. degree in Management & Communications and Social Sciences (double major) from Adelphi University, L.I., N.Y., graduating summa cum laude, #1 in his class of 142 adults. (He entered college at age 31 as a high school dropout.) He earned an Executive M.B.A. degree from Pace University, New York City, where he also completed two years of doctoral studies (ABD) in business.

Chuck founded Peoples Income Tax in 1987 after 19 years as an H & R Block executive and serves as President and CEO. Peoples operates income tax offices throughout central-Virginia and provides income tax school and tax practice management systems to independent tax firms nationwide, and offers online tax courses nationwide.