Insights

Growth Momentum Large-scale online tax education provider with national reach and ongoing product launches (2025 Comprehensive Tax Course) indicating a receptive market for expansion, cross-sell, and upsell opportunities to tax professionals, CPAs, EAs, and CFPs.

Enrollment Fit Diverse program catalog spanning short CPE seminars to extensive 180-hour CTP certification attracts both beginners and seasoned professionals, presenting opportunities to upsell bundle enrollments and enterprise training for firms expanding their in-house tax capabilities.

Tech Enablement Active tech stack including learning platforms and customer experience tools (WordPress, Zendesk, Asana, Sprout Social) suggests potential for selling integration partnerships, LMS enhancements, and analytics-driven training programs to optimize partner workflows.

Industry Position SCHEV private career school certification and national standard status bolster credibility for B2B partnerships with colleges, career schools, and professional associations seeking compliant tax training content and instructor materials.

Strategic Partnerships History of collaborations and scholarships (CPAmerica partnerships, industry awards) signals openness to co-marketing, sponsored content, and scholarship-funded programs that could expand reach in exchange for channel-based sales and lead generation.

Similar companies to Surgent Income Tax School

Surgent Income Tax School Tech Stack

Surgent Income Tax School uses 8 technology products and services including Visual Website Optimizer, Canva, WordPress, and more. Explore Surgent Income Tax School's tech stack below.

Media & News

Surgent Income Tax School's Email Address Formats

Surgent Income Tax School uses at least 7 email formats:
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

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.

How much revenue does Surgent Income Tax School generate?

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As of October 2026, Surgent Income Tax School's annual revenue is estimated to be $1M - $10M.

What is Surgent Income Tax School's SIC code and NAICS code?

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Surgent Income Tax School's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and 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 2026, Surgent Income Tax School has approximately 16 employees across 2 continents, including North America and Asia. Key team members include Vice President: M. M., Supervisor: L. S. and Customer Care Representative: A. P. 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 Visual Website Optimizer, Canva, WordPress, Dropbox, Zendesk, Asana, Sprout Social and Piwik PRO Core.

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 logo

Surgent Income Tax School

E-Learning ProvidersPennsylvania, United States11-50 Employees

Surgent Income Tax School (ITS) is an e-learning provider focused on tax preparation training for tax, accounting, and financial services professionals. It functions as a national standard for tax education, offering more than 40 online programs and publishing textbooks and instructor guides for use by firms, colleges, and career schools.
ITS is based in Radnor, Pennsylvania, and is certified as a private career school by Virginia's SCHEV. In addition to coursework, it provides a Career Center, internships, retreats for tax business owners, and tax practice management manuals to help entrants and practitioners. ITS originated in 1989 from Peoples Income Tax, Inc., with materials made available to individuals starting in 1993 and an online tax school launched in 2001; recent developments within the Surgent organization include the CPA Evolution model introduced in 2024.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
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

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