The Chartered Tax Professional for California Residents course will help you become qualified as a California Tax Preparer through the California Tax Education Council (CTEC). The course is composed of six modules in Federal income tax preparation that will prepare you for the Special Enrollment Examination (SEE), plus a California supplement. The Special Enrollment Examination (SEE) is a test that individuals can take to become an Enrolled Agent in the United States. The Enrolled Agent credential is issued and regulated by the Internal Revenue Service (IRS). After successfully completing the Federal and California lessons, you'll be qualified to prepare individual tax returns for almost all U.S. and California taxpayers.
Completion Time
200 hours
Access Time
548 Days
Outcome
Industry Certification
Language
English
Training Level
Beginner
Delivery Information:
Online
Asynchronous
Self-paced
Description
Learning Outcomes
What you will learn:
- Practice as a qualified tax professional
- Prepare tax returns for individuals, small businesses, corporations, partnerships, and sole proprietors
- Conduct a professional tax preparation client interview
- Provide tax planning for individuals and small business owners
- Meet the IRS e-File and due diligence requirements for tax practitioners
- Understand the ethical responsibilities of tax professionals
- Prepare for the Special Enrollment Examination (SEE) exam
- Complete the modules of the CTP course and accumulate the required 500 hours of experience as a tax professional to qualify for the prestigious Chartered Tax Professional designation
- Earn your CTP certificate
- Gain the tax knowledge and experience to prepare for the IRS Enrolled Agent (EA) exam
- Become qualified to prepare individual tax returns for almost all U.S. and California taxpayers
Additional Information
Note: If you do NOT live in California, you aren't required to take this California version of the course. If you don't need to or don't wish to learn California tax preparation, you should take the regular Chartered Tax Professional course instead of the California version.
Requirements
Technology Requirements
Hardware Requirements: This course can be taken on either a PC, Mac, or Chromebook.
Software Requirements: Software must be installed and fully operational before the course begins.
- 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. Cookies and JavaScript must be enabled
- The latest Adobe Reader/Acrobat Reader ( free download available at https://get.adobe.com/reader/ )
- Any modern Office suite: Microsoft Office, Apple iWork, OpenOffice, or LibreOffice
- Reliable internet connection. Broadband cable or highspeed DSL is recommended for optimal experience.
- E-mail account (to be able to register and to receive e-mail from the course system regarding registration, course status, etc.)
Prerequisites
A high school diploma or equivalent is a prerequisite for this course. Accounting and specific math skills aren't required, just the aptitude to work with numbers and people and to read and interpret the tax laws.
If you are taking this course to begin a career in taxation you will need to meet the following requirements:- Complete Comprehensive Tax Course (located within the course)
- Register with the IRS and get a PTIN
- Begin preparing tax returns as a tax preparer
- Please note that your continuing education requirements will begin once your PTIN has been issued.
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