Becker Individual Tax Consulting and Return Preparation Certificate


Be a stand-out with your tax clients. The Becker Individual Tax Consulting and Return Preparation Certificate consists of eight courses designed to specifically help you prepare individual tax returns and best utilize the tax return process to provide valuable consultative advice to your clients. You will learn not only what is new in tax but will be armed with solutions for approaching clients and understanding their specific issues. These courses are presented in a manner that walks participants through the entire thought process of providing the best overall value for their clients. A comprehensive example is represented throughout the courses to help solidify the understanding of the various and often complex concepts presented. Upon completion, participants will have at their disposal the necessary and most pertinent information to address with clients as well as physical references for how items are reported on the applicable tax forms. CPE credits are earned at the completion of each course. Total CPE credits earned after successful completion of all eight courses will be 16.5.

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What's included

  • Practical ways to effectively and efficiently interact with your clients
  • An approach to servicing your clients while increasing efficiencies for your firm
  • Advancement of core technical knowledge
  • Strategies for understanding your clients’ evolving and unique needs
  • CPE credits earned at the completion of each CPE course within the program (16.5 total) and receive a Becker certificate
Included courses
The Need for the Tax Organizer & Gathering Information

Credits 1.5

Filing Statuses in a Changing World

Credits 2

Do You Know Your Income Stream?

Credits 3

Deductions For or From AGI? Now that is the Question?

Credits 2.5

The Tax Impacts of Flow Through Entities

Credits 2

Clarifying Tax Issues Associated with Retirement

Credits 2

Clarifying Tax Credits

Credits 1.5

Ethics Checklist for Tax Practitioners

Credits 2


John Markez
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