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Duration

3 months

Tuition

$895

 

Jul 1-Oct 1

Plus 5 other start dates

Aug 1 - Nov 1 2024

Sep 1 - Dec 1 2024

Oct 1 - Jan 1 2025

Nov 1 - Feb 1 2025

Dec 1 - Mar 1 2025

Commitment

Part-Time

Delivery

Online

Credential

Certificate

Year Founded

2003

Scholarships

no

Perfect for individuals who want to achieve the credentials needed to file income tax returns professionally out of their home or office. It is also suitable for those who wish to start a new career with a tax preparation, accounting or financial services firms. Growing tax accounting offices will find this to be the right course to train new employees as knowledgeable tax preparers or front desk staff. Graduates are thoroughly trained on the latest personal income tax changes using professional tax software in a case study approach. Research skills are honed as well, in the comprehensive online research library known as EverGreen Explanatory Notes. The sophisticated tax estimator tools from Knowledge Bureau provide plenty of opportunity to try “what if” scenarios prior to software updates for the next tax year.

Tax preparation is always timely, as it is the taxpayer’s legal right and duty to file a tax return for the entire family to the best benefit of the unit as a whole. From a tax and financial planner’s point of view, it’s critical to know the mechanics of tax preparation as a prerequisite to tax efficient financial planning. By knowing how to plan and file taxes accurately, you could help your clients realize double-digit returns in their real wealth management plans.

This personal income tax course introduces a proven process for providing consistently accurate T1 tax filing services. The process starts with a professional client interview and documentation management system, as well as a thorough understanding of tax filing for the five anchor profiles upon which every personal tax return is based: Low-income and credit filing, Employees, Families and children, Investors and Seniors.

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Next Cohort: Jul 1-Oct 1

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Student Reviews (15)

Write a Review

Knowledge Bureau

Superior to most courses I have taken

Melanie Adams

August 10, 2023

Graduated From

DMA™-Personal Tax Services Specialist Designation Program

Overall:

5 out of 5

Instructors:

5 stars

Curriculum:

5 stars

Job Assistance:

na

The content in each course at the Knowledge Bureau was superior to most courses I have taken at other institutions. Navigating the courses was easy and the online instruction, readings and exercises were geared towards real life, which made things easi...

The content in each course at the Knowledge Bureau was superior to most courses I have taken at other institutions. Navigating the courses was easy and the online instruction, readings and exercises were geared towards real life, which made things easier to understand.

Knowledge Bureau

Increasing my confidence

Tony Bosch

August 10, 2023

Graduated From

DMA - Retirement Income Services Specialist

Overall:

5 out of 5

Instructors:

5 stars

Curriculum:

5 stars

Job Assistance:

na

The MFA was able to deliver ... Increasing my confidence when consulting with advisors on how to help their clients meet their financial goals.

The MFA was able to deliver ... Increasing my confidence when consulting with advisors on how to help their clients meet their financial goals.

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