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CALIFORNIA TAX INSTITUTE

 FEDERAL AND CALIFORNIA
INCOME TAX COURSE
TO BE REGISTERED AS A
CALIFORNIA TAX PREPARER
QUALIFYING EDUCATION ACCEPTANCE

 

CALIFORNIA TAX INSTITUTE #1022 has been approved by the California Tax Education Council (CTEC) to offer QUALIFYING INCOME TAX PREPARATION – 60 HOURS, 1022-QE-0004, which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer.  A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at PO Box 2890, Sacramento, CA 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Now, complete the enrollment form for your course package and return the form with your check or money order payable to:

CALIFORNIA TAX INSTITUTE
5281 LAUREL VIEW CIRCLE
YORBA LINDA, CA 92886
 

 

COURSES

 
INCOME TAX PREPARATION – 60 HOURS                          #1022-QE-0004

 

60 Hours Qualifying Education Credit (45 hours Federal, 15 hours Calif.)

This course is based on Federal Tax Law and includes Federal Income Tax Volume I, II, III, IV, California, and Partnership; written examination, answer sheet, and course evaluation by the student.  The course covers tax law related to 1040, 1040A, 1040X, Schedules A, B, C, D, E, SE, Forms 656, 2106, 2441, 2848, 3903, 4137, 4562, 4684, 4797,6251, 8283, 8606, 8615, 8582, Ethics, and California tax law.

The cost for this program is only $266.00 + Shipping & Handling.

Qualifying Education Course To Become A California Tax Preparer


CALIFORNIA TAX INSTITUTE is CTEC approved provider #1022.

A. SCHOOL ADMINISTRATOR

            W. J. McKnight
 

B. INSTRUCTOR AND QUALIFICATIONS

W. J. McKnight is a graduate of California State University, Long Beach. He has been an income tax preparer in California for 33 years and is the author of several income tax correspondence courses that have been approved by the California Tax Education Council, and the Director of Practice, Internal Revenue Service, namely:

Federal and California Income Tax Course I
California Income Tax
Corporations, Estate, Gift, and Fiduciary Tax
Qualifying Income Tax Preparation - 60 Hours


 

C. CORRESPONDENCE SCHOOL OPERATING DAYS AND HOURS 

Office Hours are 8:30 am to 5:30 pm - Monday through Friday (holidays excluded). Our “help line” is available most evenings until 5:30 pm at (714) 777-5939.

D. EFFECTIVE DATE OF CATALOG

January 1, 2010 to December 31, 2010

F. COURSE INFORMATION

The QUALIFYING INCOME TAX PREPARATION - 60 HOUR correspondence course (#1022-QE-0004) is designed to help you develop the professional and proficiency skills required in the preparation of Federal and California income tax.

The correspondence course is comprised of six sections: 

         Federal Income Tax Volume I, Volume II, and Volume III

       Federal Income Tax Partnerships

       Qualifying Income Tax Preparation 60 Volume IV

       California Income Tax

       Examination

       Student Evaluation

The Qualifying Income Tax Preparation - 60 Hour course is recommended to provide qualified education totaling 45 hours of federal tax law and 15 hours of California tax law.

THE HOURS ARE BASED UPON 100 MINUTES EQUALING ONE HOUR.

The course is self-taught by the student.  Competency of each student is determined by written examination that covers all sections of the course.

The course outline is as follows:

 

QUALIFYING INCOME TAX PREPARATION TOPIC

WHO MUST FILE PAYMENTS
1040 AND 1040A REFUND OR AMOUNT YOU OWE
FILING STATUS PLEASE SIGN HERE
EXEMPTIONS PAID PREPARER’S
INCOME FORM 1040A
ADJUSTMENTS TO INCOME  FORM 1040EZ  
ADJUSTED GROSS INCOME SCHEDULE A
TAX COMPUTATION SCHEDULE B
CREDITS SCHEDULE C PROFIT OR LOSS
OTHER TAXES SCHEDULE D
SCHEDULE E FORM 6251
SCHEDULE SE FORM 8283
FORM 2106 FORM 8615
SALE OF RESIDENCE FORM 8606
FORM 2441  
MOVING EXPENSE FORM 3903

FORM 4562
 
CASUALTIES AND THEFTS FORM 4684   
FORM 4797 GAINS AND LOSSES PROBLEM RESOLUTION  
FROM SALES OR EXCHANGES OF OFFER IN COMPROMISE
ASSETS USED IN A BUSINESS LIEN
AND INVOLUNTARY LEVY  
CONVERSIONS SEIZURES AND SALES
FORM 1040X ETHICS
POWER OF ATTORNEY FORM 2848  
FORM 4137 AND SCHEDULE U PARTNERSHIPS
QUALIFYING INCOME TAX PREPARATION –60 HOURS- VOLUME IV  
CALIFORNIA PERSONAL INCOME TAX A REVIEW FOR TAX PREPARERS  
EXAMINATION  

 

G. CORRESPONDENCE COURSE FEES  
 

Registration $20.00
Tuition $246.00
Shipping $9.00
 Total Fees $275.00

 

H. REFUND POLICY

Any student that is not satisfied with this course can receive a complete refund of tuition by returning all course materials in satisfactory condition within 30 days of receipt. Registration and Shipping and Handling charges are non-refundable.

 

I. ENROLLMENT REQUIREMENTS

Students may enroll any school day as instruction is offered in continuous modules allowing student entry at any time.

To be admitted, a student must be at least 18 years of age.

 

  J. GRANTING OF CREDIT FOR PREVIOUS EDUCATION

This course is an all-inclusive course comprised of Federal and California income tax instruction.  The course cannot be taken in part.

 

K. ATTENDANCE POLICY

The course is self-taught by the student.  Competency of each student is determined by written examination that covers all sections of the course.

The course should be completed within 365 days from initiation.

 

L. GRADING SYSTEM

The student should review text materials prior to taking the open book test, that is  composed of True or False and Multiple Choice questions.  Each question has only one answer.

After completing the test, please send the completed answer sheet to our attention.  The California Tax Education Council requires a passing score of 70%.

The answer sheet also has a comment section for the student to evaluate this correspondence course.  This section is required by the California Tax Education Council and will help us to continue to improve this correspondence course.

Upon receiving a passing score of 70%, you will receive your certificate, a notice to file with the California Tax Education Council and the correct answers to the test.  An additional test will be sent to any registrant that does not receive a minimum score of 70%.

 

  Sincerely,
  W. J. McKnight,
Administrator
   
 

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Copyright 2007 @ California Tax Institute
Tuesday February 03, 2009