Certified Tax Preparer
Program

Become a Certified Tax Preparer

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

Learn and apply best practice tax preparation 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 Preparer Program provides the following opportunities:

1. Tax preparation career with Consortia Accounting Business Advisors,
2. Tax preparation position with a tax preparation business,
3. Tax preparation position with a small accounting firm, or
4. Tax preparation position with Intuit.

Objective

1. Perform tax preparation accurately and productively.
2. Prepare timely, relevant, and reliable tax returns.

Steps

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

Courses

1. Individual Tax Fundamentals or course equivalent
2. Business Tax Fundamentals or course equivalent

Course Objective

Develop individual and business tax preparation knowledge and understanding.

Certifications

1. Individual Tax Certification‍
2. Business Tax Certification

Certification Objective

Communicate and assure employers or clients of your individual and business tax preparation knowledge and understanding.

Training

1. Intuit ProConnect: QuickBooks Online Integration
2. Intuit ProConnect: The Fundamentals
3. Intuit ProConnect: Data Entry & Tools
4. Intuit ProConnect: Business Returns
5. Intuit ProConnect: Automation & Workflow Tools

Training Objective

Learn best practice individual and business tax preparation processes, procedures, and steps.

Experience

1. Individual Tax Preparation Experience (One month)
2. Business Tax Preparation Experience (One month)

Experience Objective

Apply best practice individual and business tax preparation with Intuit ProConnect processes, procedures, and steps.

CTP License Objective

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

CTP License

Become a licensed Certified Tax Preparer.

This program completes the tax preparation requirement of 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.

Instruction and Tuition

Students have two options:

1. 52-week, structured program (twelve months): Students stay on track and follow the 52-week schedule.
2. Self-paced, unstructured program: Students follow the 52-week schedule at their own pace.

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 recieve 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. 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.