How to Become a Certified Tax Professional (CTP)
Assure Clients of Your Tax Knowledge, Skill, Experience, and Ethics
Certified Tax Professional (CTP) Steps
1. Education
Fee
Complete NACPB Payroll Fundamentals (Bookkeeping) Course or equivalent
Complete NACPB Individual Tax Fundamentals Course or equivalent
Complete NACPB Business Tax Fundamentals Course or equivalent
2. Exam (Take an exam upon completion of each course)
Pass NACPB Payroll Certification Exam
Pass NACPB Business Tax Certification Exam
3. Experience (Work Experience Verification included in the Application for Licensure)
Verify one-year of Tax experience
4. Code of Ethics (Code of Professional Conduct Agreement included in the Application for Licensure)
Agree to abide by the CTP Professional Code of Conduct
5. Application
Fee
Complete NACPB Certified Tax Professional Application for Licensure
$100
Continuing Professional Education (CPE)
Obtain 16 hours of continuing professional education (CPE) each year beginning the year after you obtain your license.
Annual Renewal
Fee
Complete Annual Application for License Renewal
$25
Complete Annual CPE Reporting Certification Form (Included in the Application for License Renewal)