Chartered Tax Professional with Microsoft Excel (Voucher Included)

William Paterson University

In-Demand in New Jersey

This training may be eligible for funding from your One-Stop Career Center.

DescriptionAbout this Learning Opportunity

A Chartered Tax Professional (CTP) is someone who has completed a specific series of tax courses in individual and small business income tax preparation. This nationally-recognized online chartered tax advisor course will help you to master tax preparation for individuals, small businesses, partnerships, and sole proprietorships while also helping you to earn your CTP professional credential. The Chartered Tax Professional certificate program provides a thorough review of individual income tax fundamentals before diving into small business income tax preparation. First, you will gain essential knowledge and skills necessary for effective tax filing and planning, exploring a wide range of topics, including the preparation of forms such as W-2, 1099, and Form 1040, along with critical interview techniques and an understanding of filing requirements, exemptions, dependents, and much more. Key credits and deductions are also discussed, including the Earned Income Tax Credit, childcare credits, and itemized deductions, while addressing specific scenarios such as self-employment, rental properties, and adjustments to income. Lastly, your Chartered Tax Advisor course covers small business tax essentials, such as business types, accounting methods, various forms of taxes like partnership and corporation tax issues and understanding the specifics of non-profit tax preparation. Come tax season, chartered tax professionals need to use tools like Microsoft Excel to prepare taxes. This fully online course will teach you how to prepare individual tax returns for almost all U.S. taxpayers and best practices for using Excel. After successfully completing the Chartered Tax Professional course, you will be qualified to prepare individual tax returns for almost all U.S. taxpayers and will also have the tax knowledge to successfully pass the Special Enrollment Examination (SEE). The Special Enrollment Examination (SEE) is a test that individuals can take to become an Enrolled Agent in the U.S. The Enrolled Agent credential is issued and regulated by the Internal Revenue Service (IRS). This course offers enrollment with a voucher. The voucher included is prepaid access to sit for the Microsoft Office Specialist Excel Expert certifying exam upon eligibility. Proctor fees may apply, which are not included.

Quick FactsDetails about this Learning Opportunity

Prerequisites:High School Diploma or GEDCertifications:MCTS - Microsoft Certified Technology SpecialistCompletion Time:6-12 monthsTotal Hours:
250 hours

CostDetailed cost breakdown of the Learning Opportunity

Total Cost$3,084
Tuition$3,084
Fees$0
Books & Materials$0
Supplies & Tools$0
Other$0

Location and Contact DetailsGeographic and contact information for this Learning Opportunity

William Paterson University

1600 Valley Road
College of Adult and Professional Studies
Wayne, NJ 07470

Kevin Goskowski
Director, Professional Certificates and Training
(973) 720-2732

http://www.wpunj.edu/cpe/

Instructional ProgramsType of material covered by the Learning Opportunity

Support ServicesSupport services provided for the Learning Opportunity

Offers evening courses
Wheelchair accessible
Job placement assistance
Childcare assistance

Offerings subject to change – contact the provider to verify these services are still available

How to get fundingYou may be eligible for funding for certain training opportunities

New Jersey residents who meet eligibility criteria can receive funding to train for the following in-demand occupations: In-Demand Occupations List For more details about tuition assistance and to apply, visit the

One Stop Career Centers

or learn more about

Tuition Assistance