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Accredited Tax Advisor (ATA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Accreditation Council for Accountancy and Taxation
Qualification and Educational Requirements

Three years experience in tax preparation, compliance, tax planning and consulting, of which 40 percent must be in tax planning and consulting (with a tax season from January through April being considered one year).

Education Requirements

None. Optional exam preparatory course

Examination Type

ATA exam (online, closed-book, proctored)

Continuing Education Requirements

30 hours per year or 90 hours within a three-year period

Verification and Complaints
Check Designation Status Online


Investor Complaint Process

Via email. See Complaints in Code of Ethics.

Published List of Disciplined Designees