Surgent Income Tax School

Setting You Up for Success:

Learn to prepare individual and small business tax returns online from the comfort of your home or office. 

• Reading and reference materials
• Updated learning videos to help reinforce concepts 
• Learning Activities, quizzes, and tests 
• Automatic online grading with feedback 
• Real world examples and applications
• Practical pointers and best practices 
• PDF downloads for reading materials 

NAEA members receive 20% off  the Comprehensive Tax Course and the Small Business I and II Tax Courses. 

Comprehensive Tax Course

FOR BEGINNERS – 2024 Edition for 2023 Returns *Free Trial Available* 

The ITS 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, as this course will teach students how to prepare a tax return from start to finish. This course is continuously updated with the latest IRS guidance and legislative changes to keep you informed of the latest tax laws.  

Course Information: 

• Filing Requirements – Who must file a tax return and which form must be used? 

• Types of Income – How are different types of income taxed? 

• Deductions and Credits – What tax benefits are available to maximize the client’s savings? 

• Responsibilities of Tax Professionals – What duties and responsibilities does a tax preparer owe to his or her clients? 

To learn more about the topics covered in this course, view Course Learning Objectives by Chapter 

After completing this course, students will have the necessary skill sets and confidence to prepare individual tax returns.  This is a great course if you are looking to train employees and staff in individual tax preparation.  

Small Business I Tax Course

For Current Tax Preparers – 2024 Edition for 2023 Returns 

Practitioners who have a basic understanding in tax preparation can broaden their knowledge base by completing the Small Business I Tax course. This course is designed to educate practitioners about a variety of tax issues experienced by business entities. This course is ideal for anyone looking to gain a basic understanding of small business tax issues. Like all ITS courses, this course is continuously updated with the latest IRS guidance and legislative changes to keep you informed of the latest tax laws. Some of the major topics covered in this course include: 

• Business Entity Types – What is the difference between a Sole Proprietor, Partnership, C Corporation, and S Corporation? What are the advantages and disadvantages of these entity types? 
• Business Income and Expenses – How are certain types of income and expenses reported and accounted for? 
• Business Property – How is business property depreciated and how is this information reported on the tax return? 
• Employment Taxes – What forms must be filed for employment tax purposes? 

Small Business I will help savvy practitioners expand their skill sets and client base. This course also works well to train employees and staff so you can expand your client base and revenue streams.   For more details on our course content- please review our 2024 Small Business I Income Tax Course-Learning Objectives 

Small Business II Tax Course

For Current Tax Preparers – 2024 Edition for 2023 Returns 

In becoming a tax practitioner, professionals must have a foundation in many basic areas to be able to exercise appropriate judgement and develop a plan for researching more complicated issues. Small Business II will continue focusing on essential knowledge necessary to provide tax services to a variety of clients. Specifically, customers will explore the following topics: 

• Fundamentals of corporate taxation along with the basics for preparing appropriate tax forms, 

• Amended return process along with when a corrected return should be filed and when new legislation or guidance warrants changing a previously filed return, 

• Principal issues regarding the income taxation of trusts and estates along with the basics for preparing appropriate tax forms, and 

• Regulation of tax preparers and practitioners 

Get the need-to-know essentials with Small Business II.  For more details on course content, view  Learning Objectives by Chapter for Small Business II