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THE CALIFORNIA TAX INSTITUTE has been a provider of self-study continuing professional education (CPE) courses in the field of taxation for CPAs, Public Accountants, Enrolled Agents, Certified Financial Planner TM , California Tax Preparers, Oregon Tax Consultants, and Oregon Tax Preparers since 1985.  We also provide qualifying education to become a California Tax Preparer.

 


CPAs AND PUBLIC ACCOUNTANTS

The Federal Income Tax Programs are self-study correspondence courses developed for CPAs and PAs. The learning objective is to improve your professional proficiency skills in the field of taxation based on current and pending federal tax law. Each continuing educational course meets the Board of Accountancy requirements for CPAs in the following states: AL, AK, AZ, AR, CA, CO, CT, DC,  GA, HI (97025-5), IA, ID, IL (158-000537), IN (CE92000137), KY, LA, MA, MD, MI, MN, MO, MS, MT, NC (9300001), ND, NH, NJ (302), NM, NY (000086),  OH, OK, RI, SD, TX (3661), UT, VA, VT, WI, and WY.  The educational courses may be repeated annually due to tax law changes and revised study materials. This program has been prepared in accordance with the Statement on Standards for Formal Group and Self-Study Programs established by the A.I.C.P.A.  Advanced preparation is not required.  The program level is basic federal taxation.  CPE credits have been based on a 50-minute hour or 100-minute hour as required by your board of accountancy.



ENROLLED AGENT

The Federal Income Tax Programs are self-study correspondence courses developed for Enrolled Agent. The learning objective is to improve your professional proficiency skills in the field of taxation based on current and pending federal tax law. Each continuing educational course meets the Office of  Director of practice requirements for Enrolled Agents in all states. Our IRS provider number is 181. The educational courses may be repeated annually due to tax law changes and revised study materials. This program has been prepared in accordance with the Statement on Standards for Formal Group and Self-Study Programs established by the A.I.C.P.A.  Advanced preparation is not required.  The program level is basic federal taxation. 
 


 

CERTIFIED FINANCIAL PLANNER TM

The Federal Income Tax Programs are self-study correspondence courses developed for the Certified Financial Planner TM .  The learning objective is to improve your professional proficiency skills in the field of taxation based on current and pending federal tax law.  Each continuing educational course has been accepted by the Certified Financial Planner Board requirements.  Our sponsor number is 3667.  The education courses may be repeated each renewal cycle due to tax law changes and revised study materials. The program level is basic federal taxation.
 


 

 


CALIFORNIA TAX PREPARERS
 

The Federal and California Income Tax Programs are self study correspondence courses.  Each continuing educational course and qualifying educational course meets the California Tax Education Council’s requirements for California Tax Preparers.  The educational courses may be repeated annually due to tax law changes and revised study materials.  This program has been prepared in accordance with the Statement on Standards for Formal Group and Self-Study Programs established by the A.I.C.P.A.  Advanced preparation is not required.  CTEC provider #1022.

 



 


OREGON TAX CONSULTANTS AND TAX PREPARERS
 

The Federal Income Tax Programs are self study correspondence courses.  Each continuing educational course meets the Oregon Board of Tax Service Examiners’ requirements for Oregon Licensed Tax Consultants and Oregon Licensed Tax Preparers.  The educational courses may be repeated annually due to tax law changes and revised study materials.  This program has been prepared in accordance with the Statement on Standards for Formal Group and Self-Study Programs established by the A.I.C.P.A.  Advanced preparation is not required.

After studying the course material you will then complete the open book examination containing multiple choice and true/false questions and mail or fax the answer sheet to the CALIFORNIA TAX INSTITUTE.  We will grade the answer sheet and send you, upon successfully passing the examination with a minimum score of 70%, the correct answers to all questions and a Certificate of Completion with recommended CPE credit hours.   

We provide an extremely fast turnaround time.  Orders and Certificates of Completion are sent out within 24-hours from receipt using priority mail for the course materials and first class for your Certificate of Completion.  We also provide a help line (714) 777-5939 that is available most evenings until 5:30 pm Pacific time and our Fax (714) 777-4267 is available 24-hours each day. 

Now, choose your courses and complete the enrollment form for your course package.  Return the form with your check or money order payable to:

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

Refund Policy:  Return the course materials in resalable condition within 30 days to receive a refund of purchase price.  Shipping & Handling charges are non-refundable.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 800.995.1747.


 

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Copyright 2007 @ California Tax Institute
Saturday July 12, 2008