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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 Training 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).

Designation Training Requirements

None. Optional exam preparatory course

Designation Exam 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
Online Designation Resource

None

Investor Complaint Process

Via email. See Complaints in Code of Ethics.

Published List of Disciplined Designees

None