Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

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
Prerequisites

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, Complaints and Accreditation
Check Designation Status Online

None

Investor Complaint Process

Via email. See Complaints in Code of Ethics.

Published List of Disciplined Designees

None

Accredited By

None