Insights

Growing E-Learning Platform Surgent Income Tax School has established itself as a leading provider of online tax preparation training with over 40 courses and a nationwide reach, indicating strong potential for expanding digital education tools and subscription-based services.

Recent Course Innovation The launch of Surgent IQ as an on-demand learning center and new courses like CPA Evolution and SECURE 2.0 updates showcase ongoing product development, presenting opportunities to introduce complementary e-learning solutions and advanced content delivery platforms.

Strategic Industry Partnerships Partnerships with organizations like CPAmerica and awards such as the Bronze Stevie demonstrate active engagement within the professional education community, creating avenues for collaborative sales and joint marketing initiatives.

Market Expansion Potential With a diverse learner base that includes beginners, CPAs, EAs, and CFPs nationwide, there is significant scope to tailor and upsell specialized training modules, certification programs, and workplace onboarding solutions.

Technology Integration Utilizing tools like Microsoft Dynamics CRM, Vimeo, and Google Pay, Surgent shows a readiness for advanced tech integration, offering opportunities to offer seamless learning management, personalized marketing, and payment solutions for enterprise clients and educational institutions.

Similar companies to Surgent Income Tax School

Surgent Income Tax School Tech Stack

Surgent Income Tax School uses 8 technology products and services including Microsoft Dynamics CRM, Microsoft 365, Chosen, and more. Explore Surgent Income Tax School's tech stack below.

  • Microsoft Dynamics CRM
    Customer Relationship Management
  • Microsoft 365
    Email
  • Chosen
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • Preact
    Javascript Libraries
  • Google Pay
    Payment Processing
  • Vimeo
    Video Players
  • AddShoppers
    Widgets

Media & News

Surgent Income Tax School's Email Address Formats

Surgent Income Tax School uses at least 2 format(s):
Surgent Income Tax School Email FormatsExamplePercentage
FLast@theincometaxschool.comJDoe@theincometaxschool.com
82%
Last@theincometaxschool.comDoe@theincometaxschool.com
9%
FiLast@theincometaxschool.comJoDoe@theincometaxschool.com
9%
LastF@surgent.comDoeJ@surgent.com
86%
First.Last@surgent.comJohn.Doe@surgent.com
5%
FirstL@surgent.comJohnD@surgent.com
6%
F.Last@surgent.comJ.Doe@surgent.com
3%

Frequently Asked Questions

Where is Surgent Income Tax School's headquarters located?

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Surgent Income Tax School's main headquarters is located at 201 North King of Prussia Rd, Suite 370 Radnor, Pennsylvania 19087, US. The company has employees across 1 continents, including North America.

What is Surgent Income Tax School's phone number?

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You can contact Surgent Income Tax School's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Surgent Income Tax School's official website and social media links?

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Surgent Income Tax School's official website is surgent.com and has social profiles on LinkedIn.

What is Surgent Income Tax School's NAICS code?

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Surgent Income Tax School's NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does Surgent Income Tax School have currently?

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As of October 2025, Surgent Income Tax School has approximately 16 employees across 1 continents, including North America. Key team members include Accounting Manager: M. D.Senior Curriculum Developer: L. X.Electronic Return Originator At Irs: L. M. S.. Explore Surgent Income Tax School's employee directory with LeadIQ.

What industry does Surgent Income Tax School belong to?

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Surgent Income Tax School operates in the E-Learning Providers industry.

What technology does Surgent Income Tax School use?

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Surgent Income Tax School's tech stack includes Microsoft Dynamics CRMMicrosoft 365ChosenChoicesPreactGoogle PayVimeoAddShoppers.

What is Surgent Income Tax School's email format?

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Surgent Income Tax School's email format typically follows the pattern of FLast@theincometaxschool.com. Find more Surgent Income Tax School email formats with LeadIQ.

When was Surgent Income Tax School founded?

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Surgent Income Tax School was founded in 1989.

Surgent Income Tax School

E-Learning ProvidersUnited States11-50 Employees

The Income Tax School (ITS) is the national standard for tax preparation training and provides e-learning to tax, accounting and financial services professionals. ITS also publishes student textbooks and instructor guides for classroom instruction by firms that provide in-house tax preparation training, as well as colleges and career schools.

ITS is certified as a private career school by the State Council of Higher Education for Virginia (SCHEV). The School currently offers more than 40 online income tax preparation training programs nationwide, ranging from 3-hour Continuing Professional Education (CPE) seminars to 30-80 hour courses, as well as the prestigious 180-hour ITS Chartered Tax Professional-CTP ® certificate program.

The Income Tax School also offers a Career Center, an Internship program, Retreats for tax business owners and Tax Practice Management manuals to help people get into the tax preparation industry and assist those who are already in the tax business.

ITS was originally developed in 1989 to meet the tax training needs of Peoples Income Tax, Inc. a tax preparation firm with multiple offices located in Richmond, Virginia. Charles McCabe, President and CEO of Peoples Income Tax, knew from past experience that it’s difficult to find qualified tax preparers on a seasonal basis. After working as Regional Director for a leading national firm for nearly 20 years, he knew training tax preparers in-house or “growing your own tax preparers” was the best solution. Starting in 1993 we made our tax school materials available to individuals as a way to learn taxes and to businesses as a way to train qualified tax preparers in-house.

In 2001, ITS launched its online tax school and now teaches tax education to students nationwide and beyond. Many students are beginners who are learning taxes for the first time. However, we also have EAs, CPAs and CFPs that take our courses for Continuing Professional Education.

Section iconCompany Overview

Headquarters
201 North King of Prussia Rd, Suite 370 Radnor, Pennsylvania 19087, US
Phone number
NAICS Code
6114 - Business Schools and Computer and Management Training
Founded
1989
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Surgent Income Tax School's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Surgent Income Tax School's revenue is estimated to be in the range of $1M$10M

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