Train Tomorrow’s Tax Experts Today
Give your staff the training they deserve—on your
terms, with Surgent’s turnkey tax prep education.
Complete the form and an Income Tax School
expert will contact you to discuss your training
pathway.
Why Most Tax Firms Struggle to Staff & Train
Finding qualified tax preparers has never been harder—many firms compete for a shrinking talent pool. Meanwhile, tax codes change every year, raising the risk of errors. Rather than wait for perfect candidates, leading firms build their own—recruiting motivated learners and training them into top-performing preparers.
60%+
firms report large seasonal
staffing shortfalls.
95%
of trained in-house preparers stay
through multiple seasons.
What Sets Surgent’s Tax Training Apart
Fully Online & Flexible
Staff can learn anytime, anywhere.
Group Pricing & Licensing
Discounts for multi-user access.
Cutting-Edge Curriculum
Updated anually, written by seasoned tax pros.
Complete LMS Toolkit
Track progress, manage certificates and CE credits (group pricing option only for CE)
Turnkey for Firms
Use the Comprehensive Tax Course and/or Small Business I courses as your firm’s core training engine.
Choose the Training Model That Fits Your Firm
You Teach
We Teach
Instruction & Support
Your firm provides academic
support and manages certificates
Surgent handles instruction,
grading, CE reporting
Licensing & Materials
Operator kit + course materials at
reduced cost
Bulk licensing for teams (3-, 5-,10-person kits)
Best if your firm wants
Full control over instruction and
brand
Turnkey, low-lift solution where
Surgent assumes the training load
Note: Choose You Teach if you want full control and internal branding. Choose We Teach if you
prefer a ready-to-launch, low-maintenance solution for seasonal or large-scale training.
Getting Started Is Easy
1
Select Your Package
Choose between site-wide licensing or group kits.
2
Set Up via LMS
Assign classes, monitor progress, and manage performance.
3
Launch in 24 Hours
Staff access courses and begin training immediately.
4
Stay Compliant
All courses qualify for IRS, NASBA, and CTEC credits (group pricing
option only)
5
Reward & Showcase
Staff earn digital badges and certificates—clients see your
team’s expertise.
Explore Our Core Courses & Try It Free
Comprehensive Tax Course (You Teach):
Enhanced Comprehensive Career Package
Small Business I Course (You Teach):
Comprehensive (We Teach – Group Pricing):
Group Discount — Comprehensive
Small Business I (We Teach – Group Pricing):
Group Discount — Small Business I
Free Trial:
Download Our Free Resources to Build a
Smarter, Stronger Tax Business
Solve seasonal staffing challenges and keep your team tax-season ready with smarter training
and efficiency solutions
Streamline Your Tax Business: Solving the Seasonal Staffing Challenge
Discover practical strategies for tackling the shortage of qualified seasonal tax preparers. Learn how to reduce burnout, improve efficiency, and build a reliable in-house training system that keeps your team tax-season ready.
Strategic Business Planning Essentials for Tax Professionals
Take control of your firm’s growth with a step-by-step guide to building a successful business strategy. From marketing and financial planning to adaptability and long-term vision—this guide will help future-proof your practice.