Tax Preparer Development Program

Learn best practice tax preparation from a leading national accounting company providing bookkeeping, payroll, accounting, and tax services to small businesses.

Perform best practice tax preparation under the direction and supervision of an educated, experienced, and licensed Certified Tax Professional (CTP).

Become a licensed Certified Tax Professional or CTP.

Consortia is a registered Postsecondary Proprietary School providing post-secondary education for educational, vocational, or professional objectives.

Benefits

Completion of the Tax Preparer Development Program provides the following opportunities:

1. Part or full-time tax preparation position with Consortia Small Business Accountants,
2. Consortia Tax Preparation Business Network member, or
3. Part or full-time tax preparation position with a Tax Network member.

Prerequisites

The following is required before starting the Program.

1. Complete or substitute the Individual Tax Fundamentals course.
2. Take and pass the Individual Tax Certification .
3. Complete or substitute the Business Tax Fundamentals course.
4. Take and pass the Business Tax Certification.

To substitute a course, you must have completed and passed an equivalent higher education course. To substitute a course, email your course transcript to info@consortia.accountants.

Objective

Perform tax preparation accurately and productively.

‍Steps

1. Education
2. Certification
3. Training
4. Experience
5. License
6. Support

‍Education Objective

Develop individual and business tax preparation knowledge and understanding.

Courses

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

Certification Objective

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

Certifications

1. Individual Tax Certification‍
2. Business Tax Certification‍

Training Objective

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

Training

1. Individual Tax Preparation with Intuit ProConnect
2. Partnership Tax Preparation with Intuit ProConnect
3. S-Corporation Tax Preparation with Intuit ProConnect

Experience Objective

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

Experience

Individual and Business Tax Preparation Experience (three months)

Certified Tax Professional (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 Professional or CTP.

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

Support

You are assigned support personnel to assist you with any course, certification, training, experience, or licensing questions.

Note‍

If you complete the Tax Planning Fundamentals course and take and pass the Tax Planning Certification exam during the Tax Preparation Experience segment, you can go directly from the Tax Preparation Experience segment to the Tax Planning Experience segment without interruption.