Individual Tax Certification

Individual Tax Certification requires the completion of the Individual Tax Fundamentals course and Individual Tax Certification exam. The course may be substituted by an approved equivalent course. Certification candidates must receive a minimum of 75% on the course and exam.

Accreditation

The Business Tax Certification is accredited by Consortia: Small Business Accountants. The Consortia is a registered online Postsecondary Proprietary School providing post-secondary education for educational, vocational, or professional objectives.

Topics

• An Introduction to Tax
• Tax Compliance, the IRS, and Tax Authorities
• Tax Planning Strategies and Related Limitations
• Individual Income Tax Overview, Dependents, and Filing Status
• Gross Income and Exclusions
• Individual Deductions
• Investments
• Individual Income Tax Computation and Tax Credits
• Business Income, Deductions, and Accounting Methods
• Property Acquisition and Cost Recovery
• Property Dispositions
• Compensation
• Retirement Savings and Deferred Compensation
• Tax Consequences of Home Ownership

Materials

• Individual Tax Certification exam
• Individual Tax Certification certificate
• Individual Tax Certification badge

Steps

Step 1: Take the Individual Tax Certification pre-assessment test.

Step 2: Complete the Individual Tax Fundamentals course.

Step 3: Take the Individual Tax Certification post-assessment test.

Step 4: Take the Individual Tax Certification exam.