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Chartered Tax Professional for California Residents

With this innovative online course, you can become qualified as a California Tax Preparer through the California Tax Education Council (CTEC) and start working and earning money while completing your course.

$2,095.00 (USD)

ENROLL NOW phone Call Us: 855.520.6806

schedule
                                200 Course Hrs
                            

                                Code
                                    GES220
                            
calendar_today
                                18 Months
                            
grid_onOpen enrollment
speedSelf paced

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Overview

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.

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.

Objective

Outline

California Income Tax Preparation
1. California CTEC Income Tax Supplement
  1. Electronic Filing
  2. W-2 and 1099 Forms
  3. Form 540 and 540A
  4. Filing Requirements
  5. Filing Status
  6. Exemptions and Dependents
  7. Dependent Care and Tax Credits
  8. Various Sources of Income
  9. Additions and Subtractions from Income
  10. Itemized Deductions
  11. Resident and Nonresident Returns
  12. Employee Business Expenses
  13. Sale of Real Estate
  14. Depreciation: MACRS and ACRS
  15. Community Property Rules
  16. Self-Employment
  17. Rental Property
  18. Capital Gains and Losses
  19. Ethics
  20. Penalties
  21. Extensions
  22. Amended Returns
  23. Political Activity Expenses
  24. Withholding on Nonresident Sales of Real Property
  25. Common Law Test for Employment
  26. Statutory Employees
  27. Independent Contractor Reporting Requirements
  28. Credit for Taxes Paid to Other States
  29. California Business and Professional Code
Individual Income Tax Preparation
1. Basic Income Tax Module
  1. Electronic Filing
  2. W-2 and 1099 Forms
  3. Form 1040 (1040 EZ/A)
  4. Interview Techniques
  5. Filing Requirements
  6. Filing Status
  7. Exemptions and Dependents
  8. Earned Income Tax Credit
  9. Due Diligence
  10. Child Care and Tax Credit
  11. Interest and Dividends
  12. Other Income
  13. Adjustments to Income
  14. Moving Expenses
  15. Itemized Deductions
  16. IRAs and Retirement Plans
2. Intermediate Income Tax Module
  1. Employee Business Expenses
  2. Sale of Real Estate
  3. Depreciation: MACRS and ACRS
  4. Self-employment
  5. Rental Property
  6. Capital Gains and Losses
  7. Education Expenses and Plans
  8. Education Tax Benefits
  9. Ethics
  10. Kiddie Tax
  11. Taxpayer Relief Act of 1977
  12. Tax Saving Ideas
  13. Alternative Minimum Tax
  14. Office-in-Home
  15. Injured and Innocent Spouse
  16. Penalties
  17. Extensions
  18. Amended Returns
3. Advanced Income Tax Module: Level I
  1. Earned Income Credit
  2. Clergy
  3. Investments
  4. At-risk Rules
  5. Passive Activities
  6. Injured and Innocent Spouse
  7. Tax Credits, Special Credits
  8. COGS, Business Start-up
  9. Depreciation, Amortization, and Section 179
  10. Employee Business Expense
  11. Office in Home
  12. Auto Expenses
  13. Self-employment Tax
  14. Statutory Employees
  15. Capital Gains and Losses
  16. Basis of Property
  17. Sale of Stock
  18. Installment Sales
  19. Rental Properties
  20. K-1s and 1099s
  21. Sale of Business Property
  22. Estimated Taxes
  23. Extensions
4. Advanced Income Tax Module: Level II
  1. Amended Tax Returns for Individuals
  2. Special Needs and Concerns of Seniors
  3. Tax Issues for High-income Taxpayers
  4. Net Operating Losses
  5. Schedule D: Special Issues
  6. Tax Issues for Divorced Taxpayers
  7. Tax Planning Tips and Strategies
  8. Responding to the IRS
  9. Part-year Resident State Tax Preparation Principles
  10. Nonresident Alien Returns: Form 1040NR
Small Business Income Tax Preparation
1. Introduction to Small Business Tax Preparation
  1. Business Types
  2. Accounting Methods
  3. Financial Statements
  4. Business Income
  5. Schedule C
  6. COGS and Inventory
  7. Depreciation
  8. Section 179 Deduction
  9. Contractor vs. Employee
  10. Sale of Business Property
  11. Partnerships
  12. Corporations: C, S, LLC
  13. Employee Taxes
  14. Excise Taxes
  15. Estate Taxes
  16. Extensions
  17. Estimates
  18. Employee Benefits
  19. Retirement Plans
2. Small Business Income Tax Course: Level II
  1. Understanding the Balance Sheet
  2. Partnership Issues
  3. Corporation Issues
  4. General Business Credits
  5. Tax Issues Related to Buying a Business
  6. Sale or Liquidation of Business
  7. Profit or Loss From Farming: Schedule F
  8. Amended or Corrected Business Returns
  9. What to Do When You Owe the IRS?
  10. Tax Preparation for Non-profits: 501(c)(3), 501(c)(4), 501(c)(6), etc.

Requirements

Prerequisites

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Our highly knowledgeable Enrollment Specialists will answer any questions you might have about the course and payment options.

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FAQs

Once I complete the course, how will I receive my certificate?

Once you've successfully completed each course (and your final exam has been graded), you'll need to fill out the Request for Certificate of Completion. Your instructor will then provide you with a certificate of completion by mail. Your CTP certificate will be issued after you've completed all courses with an average grade of 80% or more and have documented the 500 hours experience needed to qualify for the CTP designation.

When can I start the course?

This course is open enrollment, so you can register and start the course as soon as you are ready. Access to your course can take 24-48 business hours.

How long does it take to complete this course?

This course is self-paced and open enrollment, so you can start when you want and finish at your own pace. When you register, you'll receive eighteen (18) months to complete the course.

What if I don't have enough time to complete my course within the time frame provided?

The time allotted for course completion has been calculated based on the number of course hours. However, if you are unable to complete the course, contact the student advising team to see what options you may have available to work out a suitable completion date. Please note that an extension fee may be charged.

What kind of support will I receive?

Our courses are designed to accommodate various learning preferences. Depending on the course structure, you may get different forms of support. Self-paced courses are designed to be user-friendly and independent, minimizing the need for external support. In courses with instructors, our direct platform support feature includes opportunities for questions, discussions, and remediation, with email and phone support available for select courses. Our student advising team is available to guide you on program requirements and administrative requests, but they do not provide assistance with course content. Our goal is to provide you with the necessary support for success, whether it's through self-paced exploration, direct communication, or guidance from our advising team.

What happens when I complete the course?

Upon successful completion of the course, you will be awarded a Certificate of Completion.

Am I guaranteed a job?

This course will provide you with the skills you need to obtain an entry-level position in most cases. Potential students should always do research on the job market in their area before registering.

Can I get financial assistance?

This course is non-credit, so it does not qualify for federal aid, FAFSA and Pell Grant. In some states, vocational rehab or workforce development boards will pay for qualified students to take our courses. Additionally, some students may qualify for financial assistance when they enroll, if they meet certain requirements. Financing is available from select schools. Learn more about financial assistance.

How can I get more information about this course?

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the "Contact Us" form.

Does this course qualify for Continuing Professional Education (CPE) credit?

Yes. This course qualifies for CPE credit for CPAs.

Are you approved by CTEC?

Yes. This California version of our CTP course includes the curriculum approved by the California Tax Education Council (CTEC) for qualifying education required for tax preparers to become licenses to practice in California.

What course should I take to become a tax preparer in California?

This California CTP course is approved by CTEC as a qualifying course for California. There are additional requirements to become a tax preparer in California. Please visit the CTEC website for more information.

How would you compare your school to other tax schools?

The Income Tax School is certified by the State Council of Higher Education for Virginia (SCHEV) as a private career school and is subject to the same standards as Virginia colleges governed by SCHEV. We are also a sponsor of the National Association of State Boards of Accountancy (NASBA) to provide CPE for CPAs. We're approved by the Office of Professional Responsibility at the Internal Revenue Services as provider of qualifying continuing education for IRS Registration Tax Return Preparers (RTRPs) and Enrolled Agents (EAs). This approval does not extent to licensees of The Income Tax School. We're approved by the Oregon Board of Tax Service Examiners.

The Income Tax School's programs were developed initially 19 years ago to recruit and train tax prepares for our multi-office practice in Virginia. Our curriculum is written and updated annually be experienced practicing tax professionals. All of the Income Tax School's programs are provided online in an interactive format with instructor support by email rather than by traditional home-study correspondence. We provide learning objectives, lesson quizzes with instructional feedback, and auto-graded exams. Although all of the student textbook content is online, we also provide a hard copy of the student text for convenience and future reference at no additional charge. Our programs are high-quality and are designed to provide students with the knowledge necessary to prepare tax returns professionally.

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Chartered Tax Professional for California Residents

With this innovative online course, you can become qualified as a California Tax Preparer through the California Tax Education Council (CTEC) and start working and earning money while completing your course.

Overview

Objective

Outline

Requirements

Prerequisites

You've got questions.We're here to help.

Instructor

FAQs

You've got questions.We're here to help.

You've got questions.
We're here to help.

You've got questions.
We're here to help.