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Q. Are you a CPA who wants to pass the 2018 U.S. Tax Court Non-attorney Exam?

A. Then call us! TLI has a 75% pass-rate for CPAs who study with us.

All programs moderated by U.S. Tax Court Judge (Ret.) and former District Counsel, law professor, CPA/USTCPs, IRS Revenue and Enrolled Agents.
  • virtual 3-hour Saturday classes May 5th thru November 3rd
  • get started for just $2,125 then pay-as-you-go
  • learn about U.S. Tax Court litigation from former U.S. Tax Court judge and Court practitioners
  • participate in weekly group conference and U.S. Tax Court mock trial
  • have your license to "practice before the U.S. Tax Court" this time next year
  • increase your billable hours as consultant and true "expert witness" to attorneys and other tax professionals
Our Services
  • real-time Federal tax law conferences and problem-solving sessions
  • mock trials ~ small and regular tax cases
  • prior non-attorney exam reviews and practice testing
  • judicial guidance to help you learn tax evidence rules
  • opinion review, case assessment and litigation support
Our Mission
  • prepare you for successful testing on the 2018 U.S. Tax Court Non-attorney Examination
  • prepare you to write and submit documents necessary to prosecute small ("S" case) and regular U.S. Tax Court cases 
  • prepare you to engage approved procedures and practices of the U. S. Tax Court
Our Proof of Service
Meet Richard Cunha, Attorney, Swansea, Massachusetts, (admitted Commonwealth of Massachusetts and United States Tax Court), a 2010 graduate of TLI's U.S. Tax Court Trial Practice program. He sponsors successful test-takers for admission to practice before the U.S. Tax Court. Attorney Cunha is the legal representative of the Tax Law Institute and serves as Counsel to the Teaching Faculty.
Meet Charles Read CPA, USTCP, Lewisville, Texas. He likes to  talk about test-taking strategies and developing a solo practice.  He passed the Non-attorney Exam in 2014. Mr. Read currently practices before the U.S. Tax Court. He completed TLI's U.S. Tax Court Non-attorney Exam Prep Program in 2014 and U.S. Tax Court Apprenticeship Program in 2015. You should hear him talk about his very first case! Charles is the recipient of TLI's 2014 Judicial Certificate of Merit for the 2014 testing cycle.
Meet L.B. Carpenter, CPA, USTCP, Miami, Florida. He is a tough-talking professional who took on controversial cases before the IRS that often led to "win-win" decisions for his clients. He currently consults with local attorneys and other tax professionals and serves as a true expert witness in tax cases heard by the U.S. Tax Court. He completed TLI's U.S. Tax Court Non-attorney Exam Prep Program in 2016 and U.S. Tax Court Apprenticeship Program in 2017 in preparation for the Court's 2017-18 opening session. L.B. is the recipient of TLI's 2016 Judicial Certificate of Merit for the 2016 testing cycle.
Our Teaching Faculty
  • law professor
  • U.S. Tax Court judge, IRS District Counsel,
  • IRS enrolled agent, former IRS revenue agent 
  • United States Tax Court Practitioners
Our Programs
1. Non-attorney Test Preparation
  • begin Saturday, May 6, 2018, 3 pm ET
  • $8,500 fee (payment plans available 10% surcharge)
  • comprehensive 6-7-month weekends-only preparation program
  • meet Saturday afternoons from 3 pm to 6 pm ET
  • virtual program
  • inclusive of all e-books and study materials
  • inclusive of consultations with retired U.S. Tax Court judge
  • private faculty tutoring
  • includes Federal Bar Review¬© (intensive study) (see below)
  • 2018 Washington DC Pre-exam Review at Georgetown University
2. Federal Bar Review
  • open to all
  • begin Saturday, September 8, 2018, 3 pm to 6 pm ET
  • 60-day comprehensive preparation program
  • meets weekends only, Saturday afternoons, 3 pm to 6 pm ET
  • led by Teaching Faculty & former U.S. Tax Court judge
  • 2-3 hour virtual conferences/no physical classroom attendance
  • $3,200 fee (no payment plan available)
  • private tutoring
3. Apprenticeship Program
  • begin on or about May 1, 2019 (for those who pass the 2018 Non-attorney Exam)
  • $2,500 fee plus $750 fee for judicial advisory (no payment plans)
  • 45-60-day comprehensive preparation program
  • weekends only, Saturdays 3 pm to 6 pm ET
  • Mock Trials
  • virtual conferences/no physcial classroom attendance
  • inclusive of print and electronic study materials
  • small and regular tax case preparation
  • petition writing
  • stipulation and motion writing
  • Trial Advocacy training
  • faculty tutoring
  • inclusive of consultations with retired U.S. Tax Court judge
4. Document Writing
  • rolling admissions (non-attorneys and self-represented)
  • $1,500 fee (no payment plans)
  • 30-45-day preparation program
  • weekends only, Saturdays, 10:30 am to 12:00 pm ET
  • 90-min. virtual conferences
  • inclusive of all study materials
  • learn to prepare well-drafted Tax Court petitions
  • learn to prepare Tax Court motions and post-trial briefs
  • learn to prepare Tax Court memoranda of law
  • faculty tutoring and consultations with retired U.S. Tax Court judge
5. Tax Return Preparation
  • rolling admissions
  • $2,500 fee (payment plans 10% surcharge)
  • for those entirely new to taxes who want to learn basic federal tax
  • plain-English explanations of the Internal Revenue Code (IRC).
  • step-by-step instructions on how to prepare individual income tax returns, partnership and consolidated tax returns
  • private faculty tutoring for all three-parts of the Special Enrollment Examination required to become Enrolled Agent ("FAQ")
6. Preparer Penalty Defense
  • defense of Tax Return Preparers who are cited for violations pertaining to tax returns prepared by them for various taxpayers wherein improper deductions or mis-assignment of  tax credits, etc. are determined by the IRS and give rise to substantial civil and criminal penalties...
  • $195 fee per hour (no payment plans)

Our Distinguished Speaker
Honorable Judge John F. Dean
Judicial Contributor 2018 Testing Cycle

We strive to bring the guidance and support offered by noted tax jurists such as Judge John F. Dean and other regulatory officials of the U. S. Tax Court and Internal Revenue Service. Our speakers provide an opportunity for non-attorneys to talk first-hand with the rule- and decision-makers and gain insight into tax policy and U.S. Tax Court procedural practice. Through our various programs and live pre-exam review and tax forums at Gerorgetown University, non-attorneys and newly-admitted United States Tax Court Practitioners (USTCPs) can spend up to 26 weeks engaged in inter-active discussions with our legal and tax scholars.

Our U.S. Tax Court Representatives

There are currently two (2) United States Tax Court Practitioners and one (1) tax attorney affiliated with TLI. They are available to taxpayers for consultation and retention as U.S. Tax Court representatives. They may be retained for individual, partnership, corporate, trust or estate tax determinations of the IRS that you want to challenge.  (See "U.S. Tax Court Reps" for contact information)

Our Fees

Reasonable payment plans are made available to all and payment arrangements can usually be reached for those applicants on a tight budget. See "Fees".

For further information, write to michaeljerome.stuart@aya.yale.edu or call 1.888.317.4489

Information about U.S. Tax Court admissions and exam preparation and practice, certification, conferences, and individual tax tutorials, please call 1.888.317.4489 between 8:00 a..m and 8 p.m. ET Mon. thru Sat. or write to michaeljerome.stuart@aya.yale.edu.