Courses Courses Arts and Design Arts and Design Animation Graphic Arts Photography Web Design Business Business Accounting Administrative Communication Finance Marketing and Sales Operations Project Management Small Business Soft Skills Career Online High School Career Online High School Online High School Diploma Computer Applications Computer Applications Autodesk Microsoft QuickBooks Windows Computer Programming Computer Programming Programming Classes Construction and Trades Construction and Trades Construction Environmental and Energy Trades Health and Fitness Health and Fitness Alternative Medicine Dental Fitness Medical Veterinary Wellness Hospitality Hospitality Hospitality Service Information Technology Information Technology Cloud Computing Networking Other Security Language Language Languages Legal Legal Legal Studies Math and Science Math and Science Mathematics and Science Teacher Professional Development Teacher Professional Development Child Development Classroom Technology Math and Science Reading and Writing Test Prep Test Prep Exam Prep Writing Writing Writing and Editing Skill Map How It Works How It Works About ed2go Externship Programs Financial Assistance Corporate Training Find a School Student Blog Military

CONTACT US

(855) 520-6806

See all results for ""

See All Courses

ed2go Business Accounting Chartered Tax Professional for California Residents
Return to Accounting
tax-preparation-in-california

Chartered Tax Professional for California Residents

The California Chartered Tax Professional Online Certificate Program will help you become qualified as a California Tax Preparer through the California Tax Education Council (CTEC). The California Chartered Tax Professional Certificate Program is composed of six modules in Federal income tax preparation, plus a California supplement.

After successfully completing the first two Federal programs and the California lessons in the California CTP Certificate Program, you'll be qualified to prepare individual tax returns for almost all U.S. and California taxpayers. This online certificate program is offered in partnership with major colleges, universities, and other accredited education providers.

Notice: If you do NOT live in California, you aren't required to take this California version of the CTP program. If you don't need to or don't wish to learn California tax preparation, you should take our regular Chartered Tax Professional Online Training course instead of the California version of the course.

18 Months / 200 Course Hrs
Open enrollment

Offered in Partnership with your Preferred School

Association of Executive and Administrative Professionals

Why this school? It's been chosen based on your location or if you've visited this school's website. Change School

Learning Method

Instructor-led

Self-Paced. Study on your own schedule

Contact Us for additional information

Chartered Tax Professional for California Residents

Contact Us

Details + Objectives

Course Code: GES220

What You Will Learn
  • Practice as a qualified tax professional
  • Prepare tax returns for all individual U.S. taxpayers
  • Prepare small businesses corporate, partnership, and sole-proprietor tax returns
  • 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 IRS Enrolled Agent (EA) examination
How the course is taught
  • Self-paced, online course
  • 18 months to complete
  • Open enrollment, begin anytime
  • 200 course hours
How you will benefit
  • 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

Outline

Expand All
California Income Tax Preparation

Master an understanding of how to prepare taxes for individuals in California. This section of the course will take a deep look into the W-2 and 1099 forms.

California Income Tax Preparation (Continued)

Learn about the many regulations and exceptions that your future clients may be eligible for. Understand employee business expenses as well as California business and professional codes.

Individual Income Tax Preparation

Explore the basic income tax module as well as the intermediate income tax module. Understand accounting ethics and study the different laws that affect tax laws in California.

Individual Income Tax Preparation (Continued)

Move on to study the advanced income tax module, including auto expenses, self-employment tax, capital gains and losses, and more.

Small Business Income Tax Preparation

Receive an introduction to small business tax preparation. Understand various business types, accounting methods, and financial statements. You’ll also learn about various kinds of taxes including employee, excise, estate, and more.

 

Small Business Income Tax Preparation (Continued)

Complete the course by understanding the balance sheet, and studying partnership and corporation issues. You’ll also study general business credits, tax issues related to business, and the financial side of selling or liquidating a business.

Details
  1. 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
  2. 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
  3. 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.
View All Sections

Instructors & Support

Peoples Income Tax, Inc.

Instructor support is provided through e-mail by experienced practicing tax professionals employed by Peoples Income Tax, Inc., a sister company of The Income Tax School.

Requirements

Prerequisites / Requirements

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.

Requirements:

Hardware Requirements: 

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

Software Requirements: 

  • PC: Windows XP or later.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Email capabilities and access to a personal email account.
  • Software must be installed and fully operational before the course begins.
Instructional Materials

Each of the four modules is accompanied by a student text. The entire text is provided online; however, hard copies of student texts are also provided at the start of each course for your convenience and future reference.

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 

About Certification

income-tax-school-its

The Income Tax School (ITS) is a national leader in tax preparation programs and training. ITS publishes educational materials as well as management manuals and webinars. The school also offers numerous tax training courses, such as continuing education seminars and tax certificate programs. Its Chartered Tax Certificate Program can help you master complicated tax preparation concepts and will give you a competitive advantage with any employer—and you can prepare for it through a certified course with us.

FAQs

Expand All
Can I register for a course if I am an international student?

Yes, ed2go courses are online, so you never have to actually travel to the school. Most schools offer telephone or online registration.

Does this course prepare for a certification?

No.

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 your Student Advisor to help you work out a suitable completion date. Please note that an extension fee may be charged.

What kind of support will I receive?

You may be assigned with an instructor or team of industry experts for one-on-one course interaction. Your support will be available (via e-mail) to answer any questions you may have and to provide feedback on your performance. All of our instructors are successful working professionals in the fields in which they teach. You will be assigned to an Advisor for academic support.

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?

ed2go courses are non-credit, so they do 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: https://www.ed2go.com/career/financial-assistance

How can I get more information about this course?

If you have questions that are not answered on our website, please feel free to contact us via LIVE CHAT or by calling us at (855) 520-6806. If you are visiting us during non-business hours, please feel free to send us a question using the Contact Us form.

Are your tax courses something that an individual can study and do at home on their own, like a correspondence program? If so, are all the materials needed included? What does each course cost? How long does it take to complete each course?

Our courses in income tax preparation are available for home study online, anywhere, anytime, 24/7. The courses are interactive, with instructional feedback and support from qualified instructors provided by e-mail. Everything you need to complete each course is available online, including the student text. The hard copy of the course isn’t a requirement; all materials needed are downloadable. However, we do include a hard copy so all students have it for future reference and for convenience.

After successfully completing the COMPREHENSIVE course (the first course in the Chartered Tax Professional course), you’ll be able to prepare most individual tax returns for the general taxpaying public. You can gain practical experience while completing the advanced and small business tax courses.

I just registered yesterday and got my user ID and password today. I'm excited to get started but was wondering if you recommend I wait for my book?

You can if you want to; however, everything you need is available online. The book is a great tool to have while taking the course so you don’t have to print everything out. It’s also a great reference after you finish the course. Feel free to start your course now and just download anything you need until your book comes. It should only be a few days.

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 CTEC Web site for more information.

Will I be able to complete an online assignment more than once?

Yes. You must successfully complete each section with a score of 70% or better before you're able to move on to the next one.

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. 

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 e-mail 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.

Browse All