JPL Dream Academy's Tax Preparation program (delivered in partnership with Surgent Income Tax School) is an educational training program. Completing any package of this course results in a
certificate of course completion issued by JPL Dream Academy and/or Surgent Income Tax School. This certificate is proof that you completed the training — it does not constitute certification, licensure, or endorsement by the Internal Revenue Service (IRS) or any state licensing board, and neither JPL Dream Academy nor Surgent certifies graduates as tax professionals.
- PTIN: Anyone who prepares federal tax returns for compensation is required by the IRS to obtain a Preparer Tax Identification Number (PTIN), issued directly by the IRS — this program does not provide or guarantee a PTIN.
- AFSP: The IRS's Annual Filing Season Program is a separate, voluntary program with its own continuing education and testing requirements, administered entirely by the IRS.
- EA (Enrolled Agent): Enrolled Agent status is granted by the IRS only after passing the Special Enrollment Examination (or through qualifying IRS experience) — it is not awarded by this program.
- CPA: Certified Public Accountant licensure is granted by state boards of accountancy after separate examination, education, and experience requirements — it is not awarded by this program.
Individuals interested in obtaining a PTIN, participating in the AFSP, or pursuing EA or CPA credentials should consult the IRS (irs.gov) or their state board of accountancy directly for current requirements.