“…in my 30 years in the profession, there has never been a more promising time for bright, ambitious young people to consider a tax career.”

-Kate Barton, EY Americas Vice Chair Tax (2016)

“…in my 30 years in the profession, there has never been a more promising time for bright, ambitious young people to consider a tax career.”

-Kate Barton, EY Americas Vice Chair Tax (2016)

6 MONTHS
Course Duration

10 MONTH ACCESS
Get Access to Bonuses

$60,293
Average Salary

$7,499
Affordable Tuition

Taxley Essentials: Become a licensed tax consultant

Most of us don’t grow up thinking, “I want to be a tax consultant!” But for the many of us who have stumbled into the profession, we quickly came to realize that it is truly a hidden gem in the professional world. 

Tax consultants are strategic thinkers who can navigate the seamless blending of accounting, finance and law to help their clients, whether individuals or organizations, achieve desirable outcomes. 

With a growing demand for trained tax consultants, your career options can be limitless. From a small town tax preparation shop to a highly sought after tax resolution specialist to an international corporate tax consultant traveling the world and strategizing with clients, you get to decide what your tax career will look like.

Becoming an Enrolled Agent is just the first step on the journey to a long, lucrative and exciting career as a tax consultant. With our ever-changing tax laws, the need for a strategist who can interpret them and help make decisions in the best interest of those they serve, will be invaluable for years to come.

ENROLL NOW

CURRICULUM OVERVIEW

Prerequisites: You must be at least 18 years old, compliant with your taxes and have no criminal background.  You will be required to pass a background check in order to earn your Enrolled Agent license and having a criminal history that involves fraud or financial mistrust will likely disqualify you from receiving an EA license.

June-August: Individual Tax Law

In this section we will introduce you to the world of taxation with a comprehensive training in personal tax law. Through this section, you will gain the knowledge to confidently sit for Part 1 of the Enrolled Agent Exam.

This section will cover:

  • Tax filing requirements and appropriate filing statuses

  • Types income and their tax implications

  • Allowable business deductions for self-employed individuals

  • "Above-the-line", itemized and standard deductions

  • Investment and retirement account transactions

  • Basis in property, inherited and stock assets for the proper calculation of tax

  • Income, deductions, exclusions and calculations of gift and estate taxes

  • Preparing 1040 tax returns

September-November: Business Tax Law

In this section we will introduce you to business taxation, preparing you with an understanding of complex business level tax regulations. Through this section, you will gain the knowledge to confidently sit for Part 2 of the Enrolled Agent Exam.

This section will cover:

  • Entity types and accounting methods

  • Business income and allowable deductions

  • Property transactions and depreciation methods

  • Partnership filing requirements, partner limitations, and disposition of partnership interest obligations

  • Corporate formation and tax filing requirements

  • Determine and calculate corporate income, losses and deductions

  • S-Corporation eligibility and entity pros and cons

  • Final tax obligations for individuals who have passed away

  • Small business retirement plans

  • Benefits, limitations and obligations of Exempt Organizations

  • Preparing entity level tax returns

November-December: Representation + Procedures

Becoming a tax professional, preparing returns, giving tax advice and representing taxpayers before the IRS is a huge responsibility, one that shouldn't be taken lightly.

This final section will focus on ethics, representation and procedures as it relates to tax preparation, practicing before the IRS and how to conduct yourself as an Enrolled Agent. Upon completion you will have the knowledge to confidently sit for Part 3 of the Enrolled Agent Exam.

This section will cover:

  • Tax preparer penalties and how to avoid them

  • Rules for handling tax returns and taxpayer records

  • Tax evasion vs avoidance

  • Safeguarding your clients' information

  • Who can and cannot represent taxpayers before the IRS

  • Requirements for maintaining your Enrolled Agent status

  • Professional disciplinary procedures and how to respond

  • Representing taxpayers before the IRS

  • IRS collections and examinations

January-April: BONUS

January: EA Exam Review + Tax Season Prep

In January we will spend a week in Cram Jam mode, conducting a final EA Exam review for those needing additional help with building the confidence to pass all 3-parts of the exam by the end of February, we gotcha covered!

During January, we will also spend a week helping you prepare for tax season by:

  • Helping you identify tax season job and internship opportunities, including within Taxley

  • Reviewing pre-tax preparation procedures and client consultations
  • Giving you a refresher on your legal responsibilities

February - April: Tax Season

Now's the time to put all of your education into action!

Spend this time in execution mode. We encourage you to secure a job or internship preparing tax returns for real clients who are relying on you to use your new skill-sets. This will be a great opportunity to help them maximize their savings, while ensuring they are better prepared for next tax season.

No pressure ;o)

If you need help, or get stuck, you'll be able to ask for help in the Academy community forum, where all of us in the Academy community will gladly lend a helping hand.

This Program Includes:

100% Online Access

All of our programs are held 100% online and include interactive elements that make learning interesting, convenient and flexible, no matter where you are in the world.

Expert Trainings

Our uniquely designed, fluff-free and interactive programs are taught by tax, financial and business industry experts who have spent over a decade working with individuals and businesses nationwide.

Live Online Sessions

Students have access to live, weekly instructor-led sessions, with the opportunity to ask questions, get guidance and dive deeper into our weekly topics, which is great for students who like the classroom feel.

Interactive Elements

Getting the most out of the Academy means having hands-on experiences, working through real cases and scenarios; therefore, we enhance learning and retention by adding interactive and collaboration-based learning elements.

Work Opportunities

Before and after completing the program, students will have the option to implement their training in the real-world with internship and employment opportunities at Taxley and with our growing number of business partners.

On-going Support

As an alumni, you’ll have the opportunity to join our alumni program and attend our “real-world” meetings, which are designed to help you think through how to use what you’ve learned to do your job successfully. 

ENROLL NOW

Frequently Asked Questions

No.

In the world of tax law, there are no stringent education requirements, outside of your needing to be proficient in tax law.  So how do you get proficient in tax law? Career training.

The level of tax law you will learn at The Taxley Academy goes far beyond what you will ever learn as an accounting or business major in college.

Many Enrolled Agents have undergrad and graduate degrees.  Therefore, depending on your career goals, it may be worth looking into combining your Enrolled Agent designation with a degree in accounting, finance, business, etc. in order to help open more doors in the corporate and government sectors.

Tuition Includes:

  • Welcome Packet
  • Academy designed curriculum, workbooks and templates
  • Third-Party Special Enrollment Exam preparation materials
  • Taxley certificate of completion

Tuition DOES NOT Include:

  • Fees associated with the Special Enrollment Exam
  • Government related registration fees

*While we don’t anticipate your needing to make any additional purchases to complete this program, we will notify you at least 30-days in advance if any third-party materials (e.g. books) are required to be purchased separately.

To become a licensed tax consultant you must:

  • Be at least 18 years old and compliant with your taxes
  • Be proficient in basic math skills and complex reading comprehension
  • Not have a criminal background, specifically involving fraud or financial mistrust
  • Pass a background check
  • Demonstrate a high proficiency in tax law
  • Earn a passing score on all 3-parts of the Special Enrollment Exam

Included in your tuition is up to 10 months of access to the Taxley Essentials program.  If you'd like to continue on as an alumni member, you'll can have access indefinitely for only $79/mo.

Often called accounting’s best kept secret, Enrolled Agents are the only professionals who’s licensing explicitly means they specialize in tax. EAs also are the only

Granted by the Department of Treasury, the Enrolled Agent (EA) designation is the highest designation the federal government gives to any tax professional, giving them permission to represent all taxpayers at every level of the IRS.

While most CPAs and attorneys do not specialize in tax law, all EAs do.  Unlike CPAs and attorneys, EAs hold a federal license, which means they are not land locked, they can relocated without the headache of re-qualifying in another state and they can work with clients nationwide and abroad.

Generally speaking: CPAs specialize in accounting and some of them do tax work.  EAs specialize in tax law and some of them do accounting work. Attorneys who choose to specialize in tax law are needed when the taxpayer is being criminally investigated, going to tax court or as a part of a strategy team, often in conjunction with EAs, when dealing with matters such as corporate tax strategy.

Absolutely!  Despite many from the general public having never heard of the designation, for those who have, including the IRS, the designation is well respected.

Enrolled Agents are the only tax professionals who have to prove their competency in tax matters to obtain and maintain their license to practice before the IRS. This goes a long way with representing clients and seeking employment.

Our program is fast-paced and intensive.  You will learn a ton in just 6-months, therefore we recommend preparing to dedicate at least 15 hours per week to this program.  This will allow you to absorb the lessons, complete the projects and collaborate with your instructor and cohort.

At the end of each section you will have a chance to sit for a part of the Enrolled Agent exam, which, if you pass all 3 parts by the end of the program, you'll be able to apply for your EA license in December.

We work to build relationships with employers of all sizes, and from around the country, to ensure our students are top of mind when tax consultants are needed. Throughout the program we will keep an eye out for job postings and share as we see fit.

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What better way to check out The Taxley Academy™ than to join us for a live tour! Learn about the Academy, ask questions and get exclusive scholarship opportunities. Sign up below to join an online tour date.

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