Become a Certified Tax Planner

The Certified Tax Planner (CTP) license enables tax planners to distinguish themselves from their competition, builds credibility, validates knowledge, demonstrates skill, verifies experience, and confirms professional ethics.

Requirements

Tax planners obtain the license by completing the required Certified Tax Planner courses, certifications, training, experience, and agreeing to abide by the Certified Tax Planner Professional Code of Conduct.

CTP candidates must complete the Certified Tax Planner Program.

Accreditation

The Certified Tax Planner license is accredited by Consortia Accounting School.

Consortia is a registered Postsecondary Proprietary School providing post-secondary education for educational, vocational, or professional objectives.

Continuing Professional Education

Obtain 24 hours of CPE each year beginning the year after you obtain your license.

Annual Renewal

• Complete Annual Application for License Renewal
• Complete Annual CPE Reporting Certification Form (included in the Application for License Renewal)

Experience

• Individual Tax
• Business Tax
• Tax Planning
• Tax Preparation applications
• Tax Planning applications

Forms

• Application for Licensure
• Professional Code of Conduct
• Annual application for license renewal
• Annual CPE reporting certification

Other

•  Agree and abide by the Professional Code of Conduct
•  Complete application for licensure
•  Obtain 24 CPE credits

Application

To request an application or other form, please email or text us below.