California law requires anyone who prepares tax returns for a fee within the State of California and is not an exempt preparer to register as a tax preparer with the California Tax Education Council (CTEC).
FALL REGISTRATION NOW OPEN
WHY BECOME A TAX PREPARER?
If you're looking for a profession that features stability, flexibility, and high earning potential, there are several reasons to consider becoming a tax preparer, especially during the pandemic choosing a career in this profession is recession proof .
Course material provided by
CTEC 60 Hour
Qualifying Education
QE Credits: 45 Federal Tax Law, 15 California Tax Law
This course meets the 60-hour Qualifying Education requirement (45 hours of Federal Tax Law, which includes the required 2 hours of Ethics and 15 hours of California Tax Law) imposed by the state of California to become a California Registered Tax Preparer (CRTP).
In this beginner CA tax preparer course, you will learn…
• How to prepare a federal individual tax return
• Filing status
• Which form to use
• Credits the taxpayer qualifies for
This course contains 15 Chapters; after each chapter, the student will complete online review questions and a Practice Tax Return (PTR). PTR’s are based on the course content that has been covered so far and will have its own set of review questions. Returns that use the Schedule A are prepared with state income tax withholding on line 5 and the additional state-specific taxes such as CASDI.
IMPORTANT INFORMATION
This chapter will explain how to determine who qualifies as a tax return preparer, what representation rights a preparer has, how that individual is bound by the Circular 230 guidelines, and what it means for a tax preparer to behave ethically and responsibly.
Course Details
Delivery Method: Self-study
CTEC Vendor: #2080
CTEC Course: 2080-QE-001
To earn a certificate of completion:
• Pass Quizzes with 70% (or higher)
• Pass Each Final with 70% (or higher)
• Complete Course Survey
Included in this course
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15 Chapters (eBook)
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Videos
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Practice Tax Return
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Practice Tax Return Final
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Finals (3)
» Ethics
» Federal Tax Law
» California Tax Law
All CTEC Registered Tax Preparers (CRTP) must...
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First complete 60-hours (45 hours federal and 15 hours state) of qualifying tax education from a CTEC Approved Provider
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Obtain a PTIN (Preparer Tax Identification Number) from the IRS
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Purchase a $5,000 tax preparer bond
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Register with CTEC within 18 months from the completion date on the certificate of completion
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Registration Fee with CTEC $33
SELF STUDY
Learn at your own pace, read or watch the lessons, pass the exams.
MOBILE FRIENDLY
Learn on your phone, tablet, or computer.
BILINGUAL
All our courses are available in English y español.
CAREER PATHS
No matter where you’re at in your career, we have courses for you.
FAQ
How long does it take to complete a course?
This course is self study which means you take it at your own pace! Some courses do have deadlines, make sure to read the descriptions to know of any deadlines.
Can I change my course language after purchase?
If you want to change your English course to a bilingual course or vice versa, you need to contact us and we’ll make the switch. *please note, if you decide to switch language you will lose your progress.
What's my refund policy?
Students have the right to request a full refund of their purchase excluding taxes and shipping (if applicable) within seven (7) days of the purchase date if unsatisfied with the online course material. A request made after seven (7) days but no more than 30 days with 0% coursework completed will result in a store credit. If a textbook was purchased with the internet-based course, a refund will only be issued after the original textbook(s) have been received in a re-sellable condition. If the textbook is not shipped back only partial credit will be refunded. Any other requests outside of this policy will be denied. The request must be made in writing and sent to allthingsfinancialtax@gmail.com
How do I access my course?
Log into Prendo365.com with the email you used to purchase your course. If this was your first purchase from us, you should have received an email from edsupport@latinotaxpro.org with your log in credentials. If you have not received it, please check your spam. If not in your spam please reset your password.
Are you certified to offer continuing education?
Yes we are partners with Latino Tax Pro which are IRS, CTEC, and NASBA approved continuing education providers.
I'm new to taxes, which course should I take?
Looking for a new career? We recommend you start with our Tax Preparation course or the CTEC 60 hour course if you are from California.
