For practitioners who handle sophisticated tax planning issues, including ownership of closely held businesses, qualified retirement plans and complex estates.
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.
To become an ATA you must take and pass a 100 question exam. You must score 70% or better to earn the credential. Our exams are offered at PSI locations across the United States. Locate your testing site here.
For more information on the ATA credential, review the ATA Candidate Handbook