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Chartered Tax Professional for California Residents with Workforce Development Kit

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Chartered Tax Professional for California Residents with Workforce Development Kit

With this innovative online course, you can become qualified as a California Tax Preparer through the California Tax Education Council (CTEC) and start working and earning money while completing your course. It also includes access to workforce and academic resources designed to help you be successful in your core program and become job ready.

WDK-Chartered-Tax-Professional-for-California

$3,900.00 (USD)

ENROLL NOW phone Call Us: 855.520.6806

infoCareer series
schedule
                                200 Course Hrs
                            

                                Code
                                    WDK220
                            
calendar_today
                                18 Months
                            
grid_onOpen enrollment
speedSelf paced

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855.520.6806

Overview

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.

Workforce Development Kit

The content in the Workforce Development Kit covers a variety of computer and life skills that are crucial for success in the modern workplace. You'll learn how to type faster and more accurately, manage files and protect your computer, and use popular Microsoft software like Word, Excel, PowerPoint, and Outlook. Additionally, you can improve your communication skills, build better relationships, and even develop your math and English language abilities. By utilizing these resources, you'll have the knowledge and skills you need to succeed in both your personal and professional life.

Objective

Outline

Chartered Tax Professional
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.
Workforce Development Kit

Workplace Skills
1. Computer Skills for the Workplace
2. Intermediate Microsoft Excel 2019
3. Intermediate Microsoft Word 2019
4. Introduction to Microsoft Excel 2019
5. Introduction to Microsoft PowerPoint 2019/Office 365
6. Introduction to Microsoft Word 2019
7. Keyboarding
8. Introduction to Microsoft Outlook 2019
9. Introduction to Windows 11
Soft Skills
1. Get Assertive!
2. Skills for Making Great Decisions
3. Achieving Success with Difficult People
4. Interpersonal Communication
5. Keys to Effective Communication
6. Listen to Your Heart, and Success Will Follow
Academic Support
1. Math Refresher
2. Grammar Refresher
3. Grammar Refresher II
Language Support
1. Grammar for ESL
2. Writing for ESL

Requirements

Prerequisites

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Our highly knowledgeable Enrollment Specialists will answer any questions you might have about the course and payment options.

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FAQs

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.

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 the student advising team to see what options you may have available to work out a suitable completion date. Please note that an extension fee may be charged.

What kind of support will I receive?

Our courses are designed to accommodate various learning preferences. Depending on the course structure, you may get different forms of support. Self-paced courses are designed to be user-friendly and independent, minimizing the need for external support. In courses with instructors, our direct platform support feature includes opportunities for questions, discussions, and remediation, with email and phone support available for select courses. Our student advising team is available to guide you on program requirements and administrative requests, but they do not provide assistance with course content. Our goal is to provide you with the necessary support for success, whether it's through self-paced exploration, direct communication, or guidance from our advising team.

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?

This course is non-credit, so it does 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 about financial assistance.

How can I get more information about this course?

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the "Contact Us" form.

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.

Will I get a Certificate of Completion for the Workforce Development Kit?

The Kit is a library of information and content to be used as a reference while completing your ACT. There are no Certificates of Completion for the content found within the Kit. Any activities completed within the Kit will not count towards completion of your ACT. Completion of your ACT should be your main goal.

Does the Workforce Development Kit prepare you for a certification?

The Kit is designed as a resource to help in your learning journey. There are no certifications available for this content.

How long will I have access to the Workforce Development Kit?

After you enroll and have a start date, you will receive 12 months of access to the content within the Kit. You may utilize any of the resources at your own pace, but should focus most of your goal toward completing your ACT in the 12 months allowed.

How will the Workforce Development Kit benefit me?

The Workforce Development Kit is designed to assist you with a variety of professional skills to enhance the specific-career training found in the ACT. Resources in the Kit are intended to aid you in employability, efficiency, and productivity in your chosen career path.

What kind of support will I receive for the Workforce Development Kit?

The Kit is available only as a reference to support your learning. There are no instructors available to answer questions on content found within the Kit. Some of the topics contained within the Kit may have a Discussion area where you can correspond with other students. Support from Student Services is available for general program questions.

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 the CTEC website for more information.

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 email 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.

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Chartered Tax Professional for California Residents with Workforce Development Kit

Overview

Objective

Outline

Requirements

Prerequisites

You've got questions.We're here to help.

Instructor

FAQs

You've got questions.We're here to help.

You've got questions.
We're here to help.

You've got questions.
We're here to help.