Online Tax Courses
DFA-Tax Services Specialist™ Designation

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Personal Income Tax Courses for Individuals and Businesses

Your Pathway to the
(Test) DFA-Tax Services Specialist Designation Designation

EARN YOUR DESIGNATION
Take six courses: Save 34%

As a designated specialist, provide high level advice with deep knowledge and top skills in your field. Study time is flexible—take up to 18 months to finish.

EARN A DIPLOMA
Take three courses: Save 25%

As a certified practitioner, earn the technical competencies you need to provide high-value services in your field. Study time is flexible—take up to 9 months to finish.

EARN A CERTIFICATE
Take one course: $895

A great way to start. Earn a respected Certificate of Achievement in a course of your choice and up to 30 CE/CPD Credits. Take up to 3 months to complete your studies.

Design Your Study Path

Take 3 Courses to Earn Your Diploma

Learn Practical Skills for a New Economy

Save 25% on tuition when you enrol in all 3 courses

($665/course)


With these three comprehensive courses you will be able to prepare tax returns for a broad profile of individual filers. You will have the knowledge and skills to confidently conduct interviews, use professional tax software and review results with clients.


Professional Income Tax Course - Entry Level

Income tax preparation is always timely; an essential service for families to obtain tax refunds, refundable tax credits and make tax-efficient investment decisions. In this comprehensive, yet easy-to-learn professional income tax course, learn using true-to-life case studies and student versions of professional income tax filing software. Learn how to use income tax provisions to the best benefit of each individual and the household as a whole, filing their income tax returns accurately and with confidence.


Professional Income Tax Course - Advanced Level

The 2020 Professional Advanced Tax Filing Course for 2019 tax returns is The 2020 Professional Advanced Tax Filing Course for 2019 tax returns is a certificate course that qualifies you to prepare advanced level tax returns for individuals, investors and unincorporated small business owners. Perfect for experienced tax practitioners, it takes a deep dive into the changes on the federal and provincial tax returns, but in addition, provides an advanced theoretic journey into complex investment and small business topics. A detailed table of contents follows.


Filing Proprietorship Returns

This course is designed to teach professional advisors tax preparation for proprietorships, using CRA’s prescribed forms—Statement of Business or Professional Activities, Capital Cost Allowance statements, worksheets for reporting home office, automobiles, other assets, inventory control, and cost of goods sold. Students may use their own tax preparation software to complete the course. For those without tax preparation software, student versions of leading software are provided.


Take 3 More Courses to Earn Your Designation

Differentiate Yourself As a Specialist

Save 34% on tuition when you enrol in all 3 courses

($595/course)


With your specialization in personal taxation, you’ll provide sound advice and prepare a broad range of returns—from simple to complex—and then help families accumulate, grow, preserve and transition wealth with tax-efficiency.


Filing Final Returns at Death


This course deals comprehensively with the taxation of individuals at death. The student will gain a thorough understanding of how income, as well as capital accumulations, are taxed when the taxpayer dies as well as strategies to minimize those taxes.


Filing T3 Trust Returns



This course introduces the types of trust that may be created in Canada and how each of them is taxed. You will learn how to prepare T3 returns as part of the case study exercises in the course. Case studies include the filing of trust returns, slips, and slip summaries for trusts.


Canada - U.S. Cross Border Taxation

This course focuses on emerging issues as baby boomers age, technology makes it possible for people and businesses to operate globally, and economic changes make it appealing for people and businesses to purchase investment property globally. As well as the increase in the sharing of financial information between countries, cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship.


Preferred Tuition Rates for Designates and Graduates

(to be added to All Inclusive Resources once going live)

  • Designates: $595 per Certificate Course
  • Graduates: $695 per Certificate Course


Your Tuition Includes
These All-Inclusive Resources

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation

Learn Your Way

Online 24/7

Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.

In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.