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.
Oregon Residents: This course is not suitable for Oregon residents. If you are looking to become licensed in Oregon, you must pass the Oregon Basic Tax Preparer Course and pass an exam through the Oregon Board to Tax Practitioners. You can find more details on the Oregon Board of Tax Practitioners website.
Instructor(s):Instructor support is provided through email by experienced practicing tax professionals employed by Peoples Income Tax, Inc., a sister company of The Income Tax School.
Requirements:
Hardware Requirements:
- This course can be taken on either a PC or Mac.
Software Requirements:
- PC: Windows 8 or later.
- Mac: macOS 12 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