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Course Title
Chartered Tax Professional


A Chartered Tax Professional (CTP) is someone who has completed a specific series of tax courses in individual and small business income tax preparation. This nationally recognized innovative online certificate program will enable you to start working and earning money while completing coursework toward the CTP professional credential. After successfully completing this course, you will be qualified to prepare individual U.S. tax returns and will also have the tax knowledge to successfully pass the IRS Competency Exam.


Upon successful completion of this program, you'll be able to:

  • Practice as a qualified tax professional
  • Prepare tax returns for all individual U.S. taxpayers
  • Prepare small businesses corporate, partnership, and sole-proprietor tax returns
  • Conduct a professional tax preparation client interview
  • Provide tax planning for individuals and small business owners
  • Meet the IRS e-File and due diligence requirements for tax practitioners
  • Understand the ethical responsibilities of tax professionals
  • Prepare for the IRS Enrolled Agent (EA) examination


Individual Income Tax Preparation

  1. Comprehensive Income Tax Course
    1. Electronic Filing
    2. W-2 and 1099 Forms
    3. Form 1040 (1040 EZ/A)
    4. Interview Techniques
    5. Filing Requirements
    6. Filing Status
    7. Exemptions and Dependents
    8. Earned Income Tax Credit
    9. Due Diligence
    10. Child Care and Tax Credit
    11. Interest and Dividends
    12. Other Income
    13. Adjustments to Income
    14. Moving Expenses
    15. Itemized Deductions
    16. Employee Business Expenses
    17. Sale of Real Estate
    18. Depreciation: MACRS and ACRS
    19. Self-employment
    20. Filing Requirements
    21. Rental Property
    22. Capital Gains and Losses
    23. Education Expenses and Plans
    24. Education Tax Benefits
    25. IRAs and Retirements Plans
    26. Ethics
    27. Kiddie Tax
    28. Taxpayer Relief Act of 1977
    29. Tax Saving Ideas
    30. Alternative Minimum Tax
    31. Office-in-Home
    32. Injured and Innocent Spouse
    33. Penalties
    34. Extension
    35. Amended Returns

  2. Advanced Income Tax Course: Level I
    1. Earned Income Credit
    2. Clergy
    3. Investments
    4. At-risk Rules
    5. Passive Activities
    6. Injured and Innocent Spouse
    7. Tax Credits, Special Credits
    8. COGS, Business Start-up
    9. Depreciation
    10. Amortization
    11. Section 179
    12. Employee Business Expense
    13. Office in Home
    14. Auto Expenses
    15. Self-employment Tax
    16. Statutory Employees
    17. Capital Gains and Losses
    18. Basis of Property
    19. Sale of Stock
    20. Installment Sales
    21. Rental Properties
    22. K-1s and 1099s
    23. Sale of Business Property
    24. Estimated Taxes
    25. Extensions

  3. Advanced Income Tax Course: Level II
    1. Amended Tax Returns for Individuals
    2. Special Needs and Concerns of Seniors
    3. Tax Issues for High-income Taxpayers
    4. Net Operating Losses
    5. Schedule D: Special Issues
    6. Tax Issues for Divorced Taxpayers
    7. Tax Planning Tips and Strategies
    8. Responding to the IRS
    9. Part-year Resident State Tax Preparation Principles
    10. Nonresident Alien Returns: Form 1040NR

Small Business Income Tax Preparation

  1. Small Business Income Tax Course: Level I
    1. Introduction to Small Business Tax Preparation
    2. Business Types
    3. Accounting Methods
    4. Financial Statements
    5. Business Income
    6. Schedule C
    7. COGSand Inventory
    8. Depreciation
    9. Section 179 Deduction
    10. Contractor vs. Employee
    11. Sale of Business Property
    12. Partnerships
    13. Corporations: C, S, LLC
    14. Employee Taxes
    15. Excise Taxes
    16. Estate Taxes
    17. Extensions
    18. Estimates
    19. Employee Benefits
    20. Retirement Plans

  2. Small Business Income Tax Course: Level II
    1. Understanding the Balance Sheet
    2. Partnership Issues
    3. Corporation Issues
    4. General Business Credits
    5. Tax Issues Related to Buying a Business
    6. Sale or Liquidation of Business
    7. Profit or Loss From Farming: Schedule F
    8. Amended or Corrected Business Returns
    9. What to Do When You Owe the IRS?
    10. Tax Preparation for Non-profits: 501(c)(3), 501(c)(4), 501(c)(6), etc.

Method of Instruction



Class participation