Chartered Tax Professional

Chartered Tax Professional

Become a Tax Preparer in California

California has the strictest requirements to be a tax preparer, but also one of the greatest needs for these professionals come tax season. This 100% online course will train you to work as a California Tax Preparer and meet the standards required by the California Tax Education Council (CTEC).

Registration and Enrollment

This course is 100% online. Start anytime!

Course Details


  • Accumulate the required educational experience to qualify as a California Tax Preparer set by the California Tax Education Council (CTEC)
  • Gain the tax knowledge and experience needed to take the Enrolled Agent (EA) exam and Special Enrollment Examination (SEE), issued by the Internal Revenue Service (IRS)
  • Understand how to file tax returns for all individual U.S. taxpayers, small businesses, corporate partnerships and sole-proprietorships

CALIFORNIA INCOME TAX PREPARATION
How to prepare taxes for individuals in California; regulations and exceptions

INDIVIDUAL INCOME TAX PREPARATION
Accounting ethics and laws that affect tax laws in California; auto expenses, self-employment tax, capital gains and losses

SMALL BUSINESS INCOME TAX PREPARATION
Business types, accounting methods, and financial statements; general business credits, tax issues related to business, and the financial side of selling or liquidating a business

You must have a high school diploma or equivalent to take this course.

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or later.
  • Mac: macOS 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The following materials will be shipped to you approximately 7-10 business days after enrollment:

  • Federal Forms
  • Federal Worksheets
  • Instructions
  • Publication
  • Tax Preparer Resources
Peoples Income Tax, Inc.

This is a self-paced course with additional support provided by experienced tax professionals at Peoples Income Tax, Inc., a subsidiary of The Income Tax School.

$1,995.00 (USD) per person.

This course is 100% online.

Course HoursDurationStart Dates
200 Course Hrs18 MonthsStart anytime!

Job Outlook


Forbes found that California is one of the top states for tax preparers to earn the most money. The average annual salary for California Tax Preparers is approximately $60,000, according to the US Bureau of Labor Statistics.

San Diego County has one of the greatest needs for tax preparers in California, according to workforce analytics firm Burning Glass.

The demand for tax professionals in San Diego County is expected to grow 9% over the next decade.

FAQs


WHAT IS A CHARTERED TAX PROFESSIONAL?

HOW DO I BECOME A CALIFORNIA TAX PREPARER?

WHAT ARE THE CTCE REQUIREMENTS FOR BECOMING A TAX PREPARER IN CALIFORNIA?

IS THIS COURSE APPROVED BY THE CTEC?

WHY ARE THE STANDARDS FOR WORKING AS A TAX PREPARER IN CALIFORNIA SO STRICT?

It has been a very intense and wonderful program and I feel more confident relating to clients with the additional knowledge I have gained. The time spent on this course will be rewarding.

P.M., University of Georgia