Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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

Three years experience in tax preparation, compliance, tax planning and consulting, of which 40 percent must be in tax planning and consulting 

Designation Training Requirements


Designation Exam Type

In-person or online, closed-book, proctored exam

Continuing Education Requirements

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

Verification and Complaints
Online Designation Resource

Online at Find a Tax Pro

Investor Complaint Process

Online at Disciplinary & Complaints Policy

Published List of Disciplined Designees