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.

Who Should Attend

Anyone interested in helping other people by making the intimidating task of tax preparation a pleasant experience, while saving their clients’ money by minimizing their tax liabilities.

Certificate Completion

Upon completion of this program you will receive a Certificate of Completion from California State University, San Bernardino.

Career Pathways

Careers include but not limited to practicing as a qualified tax professional for individuals, small businesses, corporate, partnerships and sole proprietors.

Delivery Format

  • The entire program is offered online
  • Instructor-facilitated online courses
  • Start anytime during the quarter
  • Learn from the convenience of your home and at your pace


Course Information
Course No. GES 220
Units NC
Fee $1,995

Outline

Training Time

200 hours; 6 months

expand 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
expand 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
expand 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.

Skill Sets

  • 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

Requirements

This program is compatible with the Windows XP and later operating systems and IE 7 and later browsers.

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 program for your convenience and future reference. You will receive the following materials:

  • Federal Forms
  • Federal Worksheets
  • Instructions
  • Publication
  • Tax Preparer Resources

Prerequisites

A high school diploma or equivalent is a prerequisite for this program. 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.

This program is suitable for all adults who seek a fast track to a professional white-collar career. Tax preparation is especially appealing to those who would enjoy helping other people by making the intimidating task of tax preparation a pleasant experience, while saving their clients money by minimizing their tax liabilities.

Tax preparation is also an ideal career choice for those looking for part-time income. Homemakers with young children find tax preparation a convenient profession, as they're able to be off when their children are out of school for the summer, yet maintain their professional skills. College students prepare taxes as an opportunity to gain professional work experience and credentials to strengthen their resumes. Moonlighting professionals use tax preparation a source of extra income during winter months.

Many employed and self-employed individuals such as financial services and real-estate professionals find tax preparation a complementary profession to earn extra money and generate leads for their other professional activities, while also enabling them to better serve their clients through knowledge of the tax consequences of their clients' decisions.

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 program)
  • Register with the IRS and get a PTIN
  • Begin preparing tax returns as a tax preparer