Certified Tax Advisor
Program

Become a Certified Tax Advisor

Certified Tax Advisors are America's most qualified tax advisors.

No tax advisor receives the quality of education, certification, training, experience, and CPE as a Certified Tax Advisor.

Become a Certified Tax Advisor and place CTA behind your name.

Prerequisite

Students must have completed the Certified Tax Preparer Program.

Job Guarantee

Our Job Guarantee Program guarantees you'll find a tax advisor job.

Purpose

The purpose of this Program is to qualify you as one of America's most qualified tax advisors.

The Program distinguishes you from other tax advisors and provides you a competitive edge.

Benefits

Completion of the Program qualifies you for the following tax advisor job or business opportunities:

1. Consortia Accounting School Tax Advisor Mentor,
2. Small business tax advisor,
3. Local CPA firm tax advisor,
4. Intuit TurboTax Live, or
5. Tax advisor business.

Objectives

1. Perform tax planning and advice with Intuit ProConnect,
2. Perform tax planning and advice accurately and productively, and
3. Reduce client's individual and business taxes and prepare them for retirement.

Steps

1. Course
2. Certification
3. Training
4. Experience
5. Certified Tax Advisor License
6. Job Assistance

Course

Develop tax planning and advice knowledge.

Tax Planning Fundamentals or course equivalent

Certification

Communicate and assure employers or clients of your tax planning knowledge.

Tax Planning Certification

Training

Learn best practice tax planning using Intuit ProConnect with Intuit Tax Advisor processes, procedures, and steps.

Tax Planning with Intuit Tax Advisor

Tax Planning Experience

Apply best practice tax planning using Intuit ProConnect with Intuit Tax Advisor processes, procedures, and steps.

Tax Planning Experience (one month)

Certified Tax Advisor License

Place CTA behind your name and communicate your tax planning knowledge, skill, experience, and ethics.

The Certified Tax Advisor license communicates you are a tax planning expert.

Client Development Program

Learn how to consistently generate clients with our best practice Client Development Program.

Career Services

Learn how to obtain a tax planningn job with our Career Services Platform.

Instruction and Tuition

This Program is a 16-week, structured program (four months): students stay on track and follow the 16-week schedule.

Please follow the Program as outlined. Each step is a prerequisite to the next step.

Students pay their monthly tuition until they complete the Program.

The Program begins on the first Monday of each month.

Students who pre-pay their tuition receive a 10% discount.

How Do I Begin?

The Program begins on the first Monday of each month and there is a limited number of students.

1. Click "Buy Now" to pay your first month of tuition. This secures your place in the next available Program.
2. The payment is fully refundable until you begin the Program and up to 14-days after you begin the Program.
3. You receive an email with Program information including your start date the next business day.