Training for Tax Season 2027

Want to learn more about providing professional tax services in your community? Train new team members to meet the demand for tax season 2027?   Check out the DMA-Personal Tax Services Specialist Program. This is an industry-recognized professional credential designed to help tax professionals, seasonal preparers, and financial advisors master the complexities of personal tax preparation and planning.  It is ideal for:

• Aspiring tax professionals looking to start a career or launch a home-based tax practice.
• Seasonal tax preparers and front-desk staff in need of formal training.
• Established accountants, bookkeepers, and financial advisors wanting to deepen their expertise and provide higher-value, after-tax planning.

The program covers deep-level tax theory, filing protocols, and strategic tax planning using professional industry software. The core curriculum includes courses like

• Professional Income Tax Filing (Levels 1 & 2):  Level 1 covers the five foundational tax profiles (credit filing, employees, families, investors, and seniors) and then Level 2 delves into capital gains, advanced deductions, and tax calculations.
• Filing Proprietorship Returns: Strategies for preparing taxes for unincorporated self-employed business owners.
• Filing Final Returns at Death: Navigating the final tax returns of individuals and the responsibilities of executors.
• Filing T3 Trust Returns: Understanding the creation and taxation of trusts.
• Retirement Income Minimization Strategies: You’ll learn a process for helping your clients envision their plan for the three stages of retirement based on a holistic, values-based strategy

How to Register:

Not sure you are ready for a full designation program?  Get started with Canada’s Income Tax Fundamental’s Course.  It’s an introductory, 20-hour, stand-alone certificate course designed to teach the foundations of the Canadian personal tax system, with personal instructor support, including:

• About Canada's Digital Tax System
• What is Taxable? What is Not?
• Reporting Income from Employment, Pensions
• Claiming Deductions
• Claiming Non-Refundable and Refundable Tax Credits
• Reporting Income from Self-Employment
• Reporting Capital Gains from Investments and Properties
• Filing the T1 & Responding to CRA's Communications

You will also receive practical experience preparing basic personal T1 tax returns using professional tax software.

Register Online!