Income Tax School

Basic Income Tax Preparation Course

To become a tax preparer in the state of California, you must complete 60 hours of qualifying education by an approved education provider. Our office offers a vigorous 10-week course that requires the student to complete homework and quizzes. All the work will be done online. This course will have an open-book final exam due online. After the course is completed, students will be able to obtain a PTIN and register with CTEC (state of California requirement).

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Continuing Education (CE)

All California tax preparers must remain current on their education every year to maintain CTEC eligibility. To meet CTEC requirements you must complete 20 hours of Continuing Education. The 20 hours must consist of 10 hours Federal Tax Law, 3 hours of Federal Tax Updates, 2 hours of Ethics, and 5 hours of State. Our office provides a variety of subjects to choose from that qualify as continuing education. All training will be reported to CTEC and the IRS within 48 hours of completion.

More information: (PDF)

ALL COURSES ARE ONLY OFFERED ONCE THROUGHOUT THE YEAR. COURSES BEGIN IN SEPTEMBER AND REGISTRATION OPENS IN AUGUST.