Continuing Education for Tax Professionals

This package was designed specifically for Oregon Tax Consultants and Preparers to renew their licenses. This course covers the Internal Revenue Service's Publication 17 with an introduction to ethics for tax profesionals, then moves into the federal filing requirements and dates, the different federal filing statuses, personal and dependent exemptions, gross income, and standard and itemized deductions. Our courses have been approved by the IRS to meet your CE needs.

This package will give California tax preparers 20 hours of continuing education credit, and will meet the requirements for license renewal. We include 15 hours on federal topics, and five hours on California topics. At the end of the package, you'll have met all of the requirements for license renewal, all at your own pace!

This 24-hour course is a great refresher for enrolled agents, and will satisfy the ethics requirement as you complete one-third of your CE requirements. In this course, we'll cover important topics such as

• amended returns
• filing and paying business tax
• various forms of income
• adjustments to income
• various business expenses
• inflation adjustments and the basis of filing
• self employed taxes and dependant exemptions
• gross income, capital exchanges, and property basis
• ethics for tax professionals

This course is designed for California state tax preparers. Our discussion covers the federal government’s response to the pandemic, including the American Rescue Plan and the CARES Act, along with their effect on California in 2020 and 2021. Additionally, we cover the Tax Cut and Jobs Act, and we’ll revisit basic California tax forms.