Become a Tax Planner

Tax Planner Development Program

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

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

Become a licensed Certified Tax Professional or CTP.

Benefits

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

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

Prerequisites

The following is required before starting the Program.

  1. Complete the Tax Preparation Development Program.
  2. Complete or substitute the Business Tax Fundamentals course.
  3. Take and pass the Business Tax Certification.

Objective

Perform tax planning accurately and productively.

‍Steps

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

‍Education Objective

Develop tax planning knowledge and understanding.

Course‍

Tax Planning Fundamentals or course equivalent

Certification Objective

Communicate and assure employers or clients of your tax planning knowledge and understanding.

Certification

Tax Planning Certification

Training Objective

Learn best practice tax planning with Intuit ProConnect processes, procedures, and steps.

Training

Tax Planning with Intuit ProConnect

Experience Objective

Apply best tax planning with Intuit ProConnect processes, procedures, and steps.

Experience

Tax Planning Experience (three months)

Certified Tax Professional (CTP) License Objective

Place CTP behind your name and communicate your tax planning knowledge, skill, experience, and ethics to employers or clients.

CTP License

Become a licensed Certified Tax Professional or CTP.

This program completes the tax planning 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.

Notes

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.

Have Questions? Contact Us.

If you have a question or need information, email or text us.

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