Become a Distinguished Financial Advisor Specializing in Tax and Bookkeeping Services

Featuring course development and direction by Canada’s most trusted tax and financial educator, Evelyn Jacks and a team of outstanding tax professionals with decades of experience in teaching tens of thousands of tax professionals.  

Select from a variety of interesting certificate courses to complete your 6-course program. Each course takes approximately 30 hours to complete and your study plan can be completely custom-designed to meet your schedule. Do all 6 in the summer months, or space out your studies to do 1, 2 or 3 courses a year.

Tax Services Specialist Program

Become certified in preparing personal and corporate tax returns at a high professional standard using a case study approach and professional tax software. Then get your foot in the door with a great new job in the tax accounting industry, or contract out your professional services to do a broad spectrum of personal and corporate tax returns for individual families or the clients of financial advisors and other professional practices in your own vibrant tax preparation services practice. All it takes is 6 in-depth courses to earn your DFA-Tax Services Specialist™ Designation, all taken online in the comfort and convenience of your own home or office.

• T1 Professional Tax Preparation - Basic
• T1 Professional Tax Preparation - Intermediate
• T1 Professional Tax Preparation - Advanced
• T1 Professional Tax Preparation - Proprietorships
• Final Returns on Death of a Taxpayer
• Cross Border Taxation

Bookkeeping Services Specialist

Add certified bookkeeping skills to your unique value proposition and offer a much-needed year round service to the lucrative small business market.  Earn the DFA-Bookkeeping Services Specialist™ Designation.   This prestigious designation signifies an advanced mastery of bookkeeping for small business, payroll, managerial accounting, transition and succession planning for owner-managers in a variety of business ventures.

• Basic Bookkeeping for Small Businesses
• Advanced Bookkeeping for Multiple Businesses
• Advanced Payroll
• Managerial Accounting
• Accounting for Business Transactions
• Advising Family Businesses