Programs & Courses

Tax Services Specialist

Distinguished Financial Advisor

The successful graduate will demonstrate competencies in T1 Tax preparation and planning as well as a basic understanding of T2 preparation for micro businesses::

  • T1 Tax Preparation: For individual and family filers, low income credit filers, employees, pre- and post-retirees, disabled taxpayers, rental property owners, investors, proprietors including service and inventory-based businesses, professionals, partnerships, farmers, fishers and others, death of a taxpayer, cross-border taxation.
  • T2 Tax Preparation:   Specialists will be able to complete basic T2 returns for micro-businesses and small to medium sized businesses.

Select 6 courses below to register:

Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.

Optional Courses:

Courses above may be substituted by one or more courses listed below. 6 completed courses are required to earn a designation.

What Graduates Say

The DFA - Tax Services Specialist stream of courses teach not only the practical application of tax legislation and interpretation, but also what is probably the most advantageous skill set: How to Think. The courses give you the information required, but not on a platter. You need to develop the ability to think in order to apply the lessons learned in a practical manner. Alan Rowell, President The Accounting Place