24 credits, 8 months, 32 weeks
The program is designed to meet the increasing industry demand for tax preparation professionals. This certificate provides students with the tools necessary to gain employment in tax preparation and related occupations. This certificate also prepares students to build a client base and assist clients with their tax returns, representing them to applicable agencies. Bryan University delivers this program through dynamic, adaptive, experiential learning that includes personalized instruction and coaching.
In this program, students acquire the needed skills in preparation for passing specific certification exams and may receive exam fee vouchers for the NACPB Individual Tax Certification, NACPB Business Tax Certification, and Microsoft Office Specialist (MOS): Excel Associate (Office 2019) certification exams. Program tuition does not include IRS Enrolled Agent examination fees, background checks, licensing costs, or other expenses associated with obtaining the EA credential, and the institution does not guarantee exam eligibility, successful completion of any required background screening, or passage of the EA examination. Students remain responsible for meeting all certification requirements, scheduling examinations, satisfying eligibility criteria, and achieving passing scores on any credentialing or certification examination.
Following the completion of this program, students will be able to:
- Calculate and prepare individual and small business tax returns using appropriate tax forms, supporting documentation, deductions, credits, and adjustments.
- Analyze financial and tax information to solve accounting and tax reporting problems and make accurate tax-related decisions.
- Apply federal, state, and organizational tax regulations while maintaining compliance with professional standards and ethical practices.
- Communicate effectively with clients to identify tax needs, provide professional service, and support client relationships.
The following is a list of occupations and organizations that one could pursue for employment:
- Accounting Assistant
- Auditing Clerk
- Credit Analyst
- File Clerk
- Payroll Clerk
- Revenue Agent
- Tax Examiner
- Tax Preparer
- 13-2011.00 Accountants and Auditors
- 43-3031.00 Bookkeeping, Accounting, and Auditing Clerks
- 13-2041.00 Credit Analysts
- 13-2052.00 Personal Financial Advisors
- 13-2081.00 Tax Examiners and Collectors, and Revenue Agents
The following is a list of example organizations in which one could pursue employment:
- H&R Block
- Intuit
- Jackson Hewitt
- Robert Half
- Liberty Tax
- Randstadt
- Kforce
In order to graduate and receive a Tax Preparer Certificate, a student must earn a minimum of 24 credits for the courses in the curriculum and have a cumulative grade point average of 2.0 or better. Students who elect to do so may also take the Microsoft Excel Specialist Certification and the National Association of Certified Public Bookkeepers Certification in Tax (Individual and/or Business). Completion of these certifications is not required to graduate. One attempt at each certification is included in tuition costs; passing scores on 3rd party examinations are not required for graduation.