California Tax Preparer Continuing Education
We are an approved Continuing Education Provider for California Tax Preparers. Our CTEC approval number is 6258. You can find us on the Approved Education Providers page as @ 1st Attempt.
We will report your CE credits to CTEC and you will be able to print out your certificate upon completion.
California 20 Hour Tax Preparer Continuing Education Course
This course will satisfy the required 20 hours of Continuing Education for California Tax Preparers for 2020. It will cover the required topics of ethics, federal updates, federal tax law, and California-specific tax law.
5 Hour California Tax Law Course
In this class we will specifically address 2020 California tax law. We will start with an overview of the federal tax changes which will affect tax returns, and look at how California does or does not conform to them.
2 Hour Ethics for California Tax Preparers
In our Ethics class, we'll cover terms that will be used when referencing ethics, ethical duties of tax preparers, unethical tax actions and their consequences, and what a sample code of professional responsibility for tax preparers looks like.
10 Hour Federal Tax Law Course
In our 10-hour class, we'll cover the federal tax topics of credits, adjustments to income, and schedules C, F, J and SE as they operate in the 2020 tax year. Credits are offered for a number of different things, including dependent family members, work-related expenses, qualifying elderly or disabled persons, and more.
3 Hour Federal Tax Law Updates
Our Federal Filing Requirements and Dates class will cover the basic guidelines and requirements for completing a compliant tax return in the 2020 tax year. The topics start with the basics of preparing a tax return, who must file and different filing statuses, as well as what forms and electronic filing options are available, alternative filing deadlines and extensions, and refunds and penalties.
Continuing Education Requirements for CA Tax Preparers
As a registered tax preparer in the state of California, you're subject to the rules and regulations laid out by the California Tax Education Council (CTEC). And that means you need to take the required California 60-hour tax course to get registered with CTEC and you need to take CTEC continuing education courses to renew your registration each year.
That might leave you with questions. How do you find a California tax preparer course CTEC has approved? What are the CE requirements for tax preparers in terms of hours?
That's why we built this guide. It's a resource you can use to learn about the California-approved tax continuing education training you need to maintain your registration.
CTEC renewal requirements
Every year, CTEC requires you to take at least 20 California tax preparer course hours. This CTEC continuing education (CE) needs to be taken from an approved education provider. 15 of the hours need to cover the federal tax curriculum, with the remaining five hours focusing on the California tax curriculum.
Fortunately, you have options to meet these CE requirements for tax preparers. You can take your California tax preparer course hours in person, or you can complete them online. Choosing online California tax preparer continuing education gives you the flexibility to knock out your hours whenever your schedule allows.
That's not the only tax preparer renewal requirement that affects you, though. In total, the things you need to do to renew your registration each year are:
- Complete 20 CTEC license renewal course hours (15 federal, 5 state)
- Renew your preparer tax identification number (PTIN) with the IRS
- Maintain the $5,000 bond you secured to get your registration
- Renew your registration with CTEC
- Pay the required renewal fee (it's $33 before October 31, $88 [including a $55 delinquent fee] after that date)
If you don't do these things by January 15 of the upcoming year, CTEC dissolves your registration. You'll be seen as a new tax preparer moving forward, which means taking the California 60-hour tax course again.
Is there a penalty for not registering with CTEC as a tax preparer?
Yes. If you're a non-exempt tax preparer and you don't register with CTEC before preparing taxes for a fee, they can assess a penalty of $2,500. If you get caught again, the penalty hikes up to $5,000.
What is a $5,000 California tax preparer bond?
Because you can take your 20 California tax preparer course hours online each year and submit your renewal online, too, the process is fairly streamlined. That might leave you with one question: what about the required bond?
Basically, this bond - called a surety bond - serves as protection for your clients. If you fail to properly serve a client, they can make a claim on your bond. If the surety company that issued your bond finds the claim valid, a portion or all of your bond can go to satisfy that claim.
Don't worry. You won't have to pay $5,000 to get this bond. The premium on your bond should range between 1-15%, meaning you should be able to get this bond for anywhere from $50 to $750.
Complete your 20 hours of California tax preparer continuing education, maintain your bond, renew your PTIN, and submit your renewal on time and you shouldn't have any problems maintaining your tax preparer registration.
California State Approval Letters
August 6, 2018
At Your Pace Online, LLC dba @ 1st Attempt
1383 2nd Ave. Gold Hill, OR 97525
Attn: Tony Bowers
RE: Correction submitted - 2018 New Provider Application for CE Self-Study Course – Provider #6258
As requested in our correspondence dated June 26, 2018, CTEC has received and reviewed the revised information submitted by At Your Pace Online, LLC dba @ 1st Attempt, regarding the above referenced course and has determined that the information submitted corrects the deficiencies identified during CTEC’s initial review. Your status as a CTEC approved education provider is, therefore, approved on condition you continue to abide by all CTEC education standards for this and other courses you offer. CTEC has the authority under CP28(e) to review, by audit, additional courses you offer.
Maintaining your status as an approved curriculum provider is dependent upon conforming to the policies, procedures and standards of the California Tax Education Council, including Chapter 14 (Sections 22250-22259) of the California Business & Professions Code, which can be found on our website.
- Your CTEC Provider number is 6258.
- You are authorized to offer Continuing Education (Self-study courses).
- This approval automatically expires on June 30, 2021.
If you have any questions not covered in this mailing, please contact Tabitha Bolkish in the CTEC office. We look forward to working with you to implement, enhance and enforce meaningful guidelines for the education of tax preparers.
Thank you for your continuing efforts to provide quality education to the tax preparer community.
Ruth H. Godfrey Chair, Curriculum Provider Standards Committee California Tax Education Council (CTEC)