Student Login

Help & Contact: 1 866 953 4769 Email Us

DMA- Personal Tax Services Specialist

[close]

More Info

How can we help you?

Let's Connect

Sorry, something went wrong. Please try again.

How did you hear about us? Training for yourself?
Training for your employees?

Thanks for connecting!

Feel free to reach out to us at
1-866-953-4769 for more information.

Subscribe to our weekly Knowledge Bureau Report

Work in the Tax, Accounting and Financial Services

Learn all aspects of personal tax filing on a deep level for employees, investors, small business owners, seniors and families who experience life events including new births, new personal residences, snowbirding, disability and death. Offer confident, high value advice preparing personal tax returns.

Courses:

Professional Income Tax Filing - Level 1
Professional Income Tax Filing - Level 2
Filing Proprietorship Returns
Filing T3 Trust Returns
Filing Final Returns at Death
Cross Border Taxation

Enrol in Designation Program

Download Designation Brochure

Professional Income Tax Filing - Level 1

This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.

Professional Income Tax Filing - Level 2

This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.

Filing Proprietorship Returns

This course for professionals focused on the self-employed business owner that is not incorporated.

Filing T3 Trust Returns

This course introduces the types of trusts that may be created in Canada and how each of them is taxed.

Filing Final Returns at Death

This course deals comprehensively with the taxation of individual’s final tax returns and the new relationship executors have in responsibilities with the CRA.

Cross Border Taxation

Cross border taxation issues are key for cross border employment, entrepreneurship or asset ownership, as is the issue of residency and U.S. citizenship.

Tuition fees paid to Knowledge Bureau qualify for the tuition fee credit, and for some students the Canada Training Credit which provides a refundable credit of up to 50% of tuition. View Funding options for more information.

“The content in each course at the Knowledge Bureau was superior to most courses I have taken at other institutions. Navigating the courses was easy and the online instruction, readings and exercises were geared towards real life, which made things easier to understand.”

Melanie Adams, ON

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

Not Quite Ready? Take A Course Trial

Try a Course

DMA- Personal Tax Services Specialist