Accredited Tax Advisor® (ATA)

For practitioners who handle sophisticated tax planning issues, including ownership of closely held businesses, qualified retirement plans and complex estates.

ATA Accreditation

The ATA is a premier national tax credential for practitioners who handle sophisticated tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate tax planning. Their expertise covers tax returns for individuals, business entities, fiduciaries, trusts and estates, as well as tax planning, tax consulting and ethics.

You must have five years of experience in tax preparation, compliance, tax planning and consulting, of which 40% must be in tax planning and consulting. A tax-season (January through April) is considered one year. Application fees are fully refundable if your application is not approved.

ACAT is currently developing an exam for the Accredited Tax Advisor credential.

In order to prepare for the upcoming exam ACAT has partnered with NSA to offer you the

Accredited Tax Advisor Preparatory Course

This course, written by experts in the field, comprehensively covers taxes and tax planning for businesses, corporations and partnerships, estates and trusts, consulting and ethics. Each chapter has review questions at the end.The ATA Preparatory Course will also provide participants with the tax knowledge necessary to easily pass the IRS minimum competency exam for the level of tax returns they prepare.

Click here to order online or download the order form

The Accreditation Council for Accountancy and Taxation^® (ACAT)
1010 N. Fairfax Street, Alexandria, VA 22314-1574 888.289.7763 x 1343 info@acatcredentials.org