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Certified Tax Preparer Training Courses

Need A Tax Preparer Certification Or An Income Tax Training Course?

Any of our income tax courses can help! The CPA Training Center offers several income tax preparer training courses to help grow your career as a tax return preparer!

What Are The Requirements To Be A Tax Preparer? Tax Preparer Training

According to the IRS*, any tax professional with an IRS Preparer Tax Identification Number (PTIN) is authorized to prepare federal tax returns.

Tax professionals have differing levels of skills, education, and expertise, defined as "representation rights", as described below:
  • Unlimited Representation Rights:
    Enrolled agents, certified public accountants, and attorneys have unlimited representation rights before the IRS. Tax professionals with these credentials may represent their clients on any matters including audits, payment/collection issues, and appeals.
  • Limited Representation Rights:
    Some preparers without one of the above credentials have limited practice rights. They may only represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service. They cannot represent clients whose returns they did not prepare and they cannot represent clients regarding appeals or collection issues even if they did prepare the return in question.
Why Do Tax Prep?

Most individuals take Tax prep training courses to generate more business for them or their firm. Whether tax prep is the main or side focus of your business, it is an excellent way to generate more clients and prospects.

How Do I Become A Certified Tax Preparer? With Our Recommended Tax Preparer Certification Training Classes!

What is the advantage of the CTP designation? Where do I find Certified Tax Preparer courses? A simple cost-benefit analysis will tell you that tax preparer certification training is well worth the small investment of time and effort required. CPAs undergo grueling hours of coursework, training and examinations to prepare someone's tax return, but with our certified tax preparer courses, you can be qualified to prepare tax returns in a fraction of that time.

As a certified tax professional, you're in a great position to add a whole new dimension to your business without a huge layout of time or money. Furthermore, there is no intensive CTP examination to deal with, just quizzes to verify your knowledge of the material, which should be no difficulty if you're following along.

When you complete our Chartered Tax Professional certificate program, you'll have the knowledge to prepare more complex returns, meaning you can take on more business and charge more. In fact, the extra clients this designation pulls in can make the program pay for itself almost immediately. Even if you have some basic knowledge now, this training program can take your tax proficiency to a whole new level, and your clients will notice.

Online Courses For The Chartered Tax Professional Certificate Program

The exciting thing about our Chartered Tax Professional Certificate Program is that you can earn the certificate entirely online. If you're part of a busy financial services office, you probably don't have time in your schedule to travel to a tax training classroom a couple of times a week for three hours at a time. Thanks to our online program, you don't have to.

You can complete this comprehensive program at your own pace according to your own schedule. There are five courses in the program, at the end of which you'll receive your certificate upon successful completion. With each course, you'll take quizzes along the way, testing your knowledge. When you complete the course, you'll get a certificate of achievement and move on to the next course.

You have six months to complete each course, but you could complete each one in a matter of weeks. It all depends on how quickly you learn and how much time you have. If you are eager to get that certificate fast, you can, but there's no rush. If you have other obligations and need to spread the coursework out over months or even years, that's fine too. The material is there for you 24/7, and you should take as much time as you need to get it right. Once you have your certificate, it can pay dividends for your entire working life.

You can order the entire Chartered Tax Professional Certificate Program by clicking the following link. If you prefer, you can order individual courses by clicking the course of your choice below, but it will be more cost-effective - and often more motivating - for you to order the entire program at once.
Income Tax Training
Take our recommended tax preparer certification course to differentiate yourself from those without a tax preparer certification, and you have a good chance of winning new clients with this great tax training course!Online Tax Preparer Training Courses

The CPATrainingCenter.com offers several self-study income tax prep courses that you can take in the comfort of your home or office. Here are just a few of the things you will learn by taking one of tax return preparer courses:
  • Prepare most business and non-business individual tax returns
  • Pass the IRS Competency Exam
  • Perform a thorough interview with a taxpayer
  • Determine a taxpayer's filing status and eligibilty for exemptions
  • Accurately report income and deductions for a taxpayer
  • Determine a taxpayer's eligibility for credits and deductions
  • Compute income for Schedules C, E and F
  • Determine depreciation deductions and eligibility for Section 179
  • Accurately calculate a taxpayer's refund or balance due
  • Advise a taxpayer in tax planning strategies

Find Tax Preparer Training And Certified Tax Preparer Courses

To find Tax Preparer training courses or Tax Preparer certification courses, either select one of the recommended courses below, or select "Tax Prep" and your state from the "Professional Development" section of the search box below.

Top FAQs

Tax Preparers review their client's income and financial records such as W2s and dividend statements, then identify deductions and credits to determine the amount their client's owe or will be refunded.
Any tax professional with an IRS Preparer Tax Identification Number (PTIN) is authorized to prepare federal tax returns.
You will need an Electronic Filing Identification Number (EFIN) from the IRS. This gives your firm the ability to e-file tax returns, which is generally required of a firm that files 11 or more income tax returns.
We recommend the Comprehensive Income Tax Course. Accessible online in the comfort of your own home or office, it covers everything from the required forms to filing requirements.
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How To Become An Income Tax Preparer

What To Tax Preparers Do?

Tax preparers prepare and file federal and state tax returns. Essentially, they review their client's income and financial records such as W2s and dividend statements, then identify deductions and credits to determine the amount their client's owe or will be refunded.

As you can imagine, Tax Preparers must be familiar with various tax forms and schedules that the IRS and state tax boards issue. As such, tax preparers should be familiar with the requirements for filing taxes in the state's in which they do business.

What Do Tax Preparer Training Courses Cover?

Tax preparer courses typically teach students state-specific tax information. These training courses cover topics such as how to determine a taxpayer's filing status, eligibilty for deductions and exemptions, the taxpayer's refund or balance due, and then file the tax return.

Students in tax preparer courses also learn about the various forms and schedules their clients may be required to file. For instance, clients who own businesses, are independent contractors, participate in Limited Partnerships, or earn income from a farm have special filing requirements.

About Income Tax Preparers And Our Certified Tax Preparer Courses

Steps For Taking Income Tax Preparation Courses

Step 1: Get A Preparer Tax Identification (PTIN) Number From The IRS

As mentioned above, you need a PTIN number to prepare income taxes. If, however, you plan on starting your own tax preparation firm, you also will need an Electronic Filing Identification Number (EFIN) from the IRS. This gives your firm the ability to e-file tax returns, which is generally required of a firm that files 11 or more income tax returns.

Step 2: Determine Which Tax Preparation Course You Want To Take

This part is simple, as TrainingCenter offers multiple Income Tax Preparer courses. Simple click any of the links in the "Recommended Courses" Link above to see specifics or to order a course.

Good luck becoming a Tax Preparer!







* Source = https://www.irs.gov/tax-professionals/understanding-tax-return-preparer-credentials-and-qualifications
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