Certified Tax Planner
Program

Become a Certified Tax Planner

Become one of America's most qualified tax planners. Become a licensed Certified Tax Planner and place CTP behind your name.

Learn and apply best practice tax planning from our small business advisory company, Consortia Small Business Advisors (SBA).

SBA helps small businesses increase their financial condition, profit, cash flow, and equity.

SBA performs bookkeeping, accounting, analysis, and tax preparation to communicate financial performance and business advice.

Benefits

Completion of the Certified Tax Planner Program provides the following opportunities:

1. Tax planning career with Consortia Small Business Advisors or
2. Tax planning position with a tax business.

Prerequisite

You must complete the Certified Tax Preparer Program before starting the Program.

Objectives

1. Perform tax planning accurately and productively.
2. Reduce tax client's taxes and prepare them for retirement.

Steps

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

Course

Tax Planning Fundamentals or course equivalent

Course Objective

Develop tax planning knowledge and understanding.

Certification

Tax Planning Certification

Certification Objective

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

Training

Intuit ProConnect: Tax Planning with Intuit Tax Advisor

Training Objective

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

Experience

You perform tax planning under the direction and supervision of an experienced Certified Tax Planner manager.

Tax Planning Experience (three months)

Experience Objective

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

CTP License Objective

Place CTP behind your name and communicate your tax planning knowledge, skill, experience, and ethics to employers or clients.

CTP License

Become a licensed Certified Tax Planner.

This program completes the CTP license education, certification (examination), and experience requirements.

Job Assistance

We provide job placement training and programs that connect our graduates with tax employers.

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. The payment is fully refundable until you begin the Program.
2. You will receive an email with Program information including your start date the next business day.