Income Tax School

Surgent Income Tax School helps you become a qualified tax preparer in weeks. Our comprehensive tax preparation courses can open opportunities for individuals looking for flexibility, job security and increased income.

Features and benefits

Surgent offers training courses that prepare you for a new career in tax preparation. We also offer courses for professionals seeking the next level in their career, perhaps building a tax business or operating their own tax school. We have solutions to support your goals! 

Interested in partnering with us?

We are always looking to partner with industry leaders and tax software companies to bring education programs to aspiring accounting professionals

— across the U.S. and around the world!

Comprehensive Tax Course

Surgent Income Tax School’s Comprehensive Tax Course is a thorough, A to Z guide, providing students with the tools and skills they need to prepare individual tax returns. No prior tax or accounting knowledge is necessary.

Chartered Tax Professional (CTP®) Certificate Program

A Chartered Tax Professional (CTP®) is someone who has completed a specific series of tax courses in individual tax preparation, and completed a 300-hour experience requirement.

Chartered Tax Consultant (CTC®) Certificate Program

A Chartered Tax Consultant (CTC®) is someone who has completed a specific series of tax courses in individual tax preparation, and completed a 150-hour experience requirement.

Beginner tax training

Are you looking to start your own business in tax preparation? Or still looking for more information? Browse the FAQs, read testimonials from actual students, explore our free trial, and more.

Continuing education

Gaining more-advanced credentials is the way to increase your income and expand your tax business, by delivering more services to your clients. It may seem daunting at first, but we’re with you every step of the way.

Train your staff

We make it easy to license our course materials so you can train your own tax preparers. After obtaining the license, you become the instructor and can train them your way. Or, have us train your team and save with the Group Pricing option.