The Halon Financial Accountant Training Courses are the required curriculum and exams to earn the Certified Halon Tax Advisor Credential.  

The Certified Halon Tax Advisor Credential (CHTA) allows for access to Halon Tax software discounts, Halon Defender, use of the Halon CPA Tax Team, and much more.

Inside the course you will learn the key elements of providing financial accounting to S-corporations as well as cutting edge marketing strategies and practice management workflows.

The course outline:

  • Marketing 101
  • Practice Management (Launch Date: March 2018)
  • Advanced Accounting I (Launch Date: April 2018)
  • Advanced Accounting II (Launch Date: June 2018)
  • Halon Tax Overview (Launch Date: July 2018)
  • Advanced Marketing (Launch Date: September 2018)


As courses are launched you will be notified.  Inside each lesson are also downloads, discussion groups, and more.

We look forward to seeing you in class!

About the instructor

Founder, Halon Tax

Christopher Ragain, CPA

Christopher Ragain, CPA will guide you through several aspects of running your business utilizing Halon Tax.  Christopher develops several accounting applications and is the founder of Ragain Financial Inc.  A full-service CPA firm with over 400 small business clients.  The modules in the Small Business University are developed from years of learning what works and what does not in running small accounting practices.

Course Curriculum

  • 1

    Introduction To Marketing 101

    • Marketing 101 Introduction Video
  • 2

    Marketing 101: SEO

    • SEO Video

    • Sign Up For RankPay
  • 3

    Marketing 101: New Business Marketing

    • New Business Direct Mail Lesson Video

    • Reference USA Leads Video

    • Sales Letters & Postcards (Downloadable Content)

    • Direct Mail Checklist

    • Tax Act Whitepaper (lead magnet for letters)
  • 4

    Marketing 101: Networking

    • Networking Lesson Video
  • 5

    Marketing 101: Pricing

    • Pricing Lesson Video
  • 6

    Marketing 101: Selling Packages

    • Selling Packages Lesson Video #1

    • Selling Packages Lesson Video #2

    • 2018 Officer Comp Matrix
  • 7

    Marketing 101: Presentation Tips

    • Presentation Tips Lesson Video

    • Downloads