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2019 Board of Directors
Congratulations to the 2019 California Society of Tax Consultants Board of Directors!
Pictured above from left to right:
Heather Santineau, Region 4 Director | Shari Hardy, Secretary | Jen Horton, 2nd VP Linda Dong, 1st VP | Gary Quackenbush, President | Rod Couts, Immediate Past President
President - Gary Quackenbush
1st VP - Linda Dong
2nd VP - Jen Horton
Secretary - Shari Hardy
Treasurer - Claudia Stanley
Region One Director - Karen DeVaney
Region Two Director - Carmen Hustad
Region Three Directors - David Eastis and Maria Elisa Ruzol Cruz
Region Four Director - Heather Santineau
Immediate Past President - Rod Couts
Parliamentarian - Ruth Godfrey
Save the Date!!
June 9-12 2019
Westgate Las Vegas Resort & Casino
Schedule coming soon!
Welcome New CSTC Members!
Please help us in joining our newest CSTC Members!
Cynthia Cordero
Sacramento Chapter
Rom De Guzman
Inland Empire Chapter
Ron Dowell
Los Angeles Chapter
Joan Falanga
Sacramento Chapter
JoAnn Glatthaar
San Diego Chapter
Rachel Ivanovich
San Diego North County Chapter
Donald Lewellen
Orange County South Chapter
Michelle McGuire
San Diego Chapter
Donald Meza
Inland Empire Chapter
Shahla Sohi
Orange County Chapter
Fredrica Turschmann
San Diego East County Chapter
Leonard Wyss
Orange County Chapter
Click here to view the Board of Directors page
Upcoming VeriFyle Demos
CSTC and VeriFyle have partnered to offer all CSTC members access to VeriFyle ProTM, VeriFyle’s premium secure online document sharing and messaging service at no cost to CSTC members.
VeriFyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology available on the web (Cellucrypt®), using six unique encryption keys for each individual item stored or shared in VeriFyle.
Not only does VeriFyle help to keep your communications private and secure, it also provides a polished and professional way to present yourself to existing and prospective clients.
January VeriFyle Demos:
VeriFyle Demo/Q&A session details:
Tuesday, Jan 15, 2019 10:30 AM - 11:30 AM PST
Wednesday, Jan 16, 2019 3:00 PM - 4:00 PM PST
Special Session! Tips For Experienced Users:
30 minutes of powerful tips for experienced users of VeriFyle Pro to optimize productivity.
Thursday, Jan 17, 2019 1:30 PM - 2:00 PM PST
Members will be notified of further details
60 Hour Online QE Course
45 Federal Law Hours & 15 CA Hours
Powered by The Income Tax School
If you wish to become a tax preparer in the state of California, you need to visit the California Tax Education Council (CTEC) website as you will need to register to become a California Registered Tax Preparer (CRTP).
How to Become a CRTP and Who Must Register?
All CTEC Registered Tax Preparers (CRTPs) must…
- First complete 60-hours (45 hours federal and 15 hours state) of qualifying tax education from a CTEC Approved Provider
- Obtain a PTIN (Preparer Tax Identification Number) from the IRS
- Purchase a $5,000 tax preparer bond
- Register with CTEC within 18 months from the completion date on the certificate of completion
Comprehensive Tax Course Package Includes:
- Online, self-study beginner tax course
- Study anywhere/anytime with an internet connection
- No prerequisites required.
- Divided into 4 modules, 5 chapters per module, a total of 20 chapters, a total of 60 CE credit hours
- FREE academic support from tax school instructors provided by email
Price: $299 online only or $351 online with books
With Books:
Order this course with books and you will receive all of the reading materials that are viewable online to be printed and bound for your easy reference while completing the course. (Prices of books are included in shipping costs.)
January Chapter Events
January 5, 2019
Topic: Running Start 2019
2 Hours California
6 Federal Update Hours
North County San Diego Chapter Seminar
Topic: Tax Year 2018 Update Workshop
2 Hours California
6 Federal Update Hours
Inland Empire Chapter Seminar
Topic: IRC section 199A Qualified Business Income Deduction (QBID) & "Planning for Security, Security and MORE Security"
1 Federal Law Hours
2 Federal Update Hours
San Jose Chapter Seminar
January 6, 2019
Topic: Round Table Discussion - Tax Update 2018
2 Federal Law Hours
San Gabriel Valley Chapter Meeting
January 8, 2019
Topic: TaxBook and Ethics Seminar | Independent Contractor or Employee: Classifying Your Workers
4 Federal Law Hours
2 Ethics Hours
2 Federal Update Hours
Central Valley Chapter Seminar
January 9, 2019
Topic: Roundtable - Fed and Tax Quiz
1 California Hour
1 Federal Update Hour
Orange County Chapter Meeting
Topic: Holiday Party
No CE Hours
Temecula Valley Chapter Meeting
January 10, 2019
Topic: Running Start 2019
2 Hours California
6 Federal Update Hours
San Diego Chapter Seminar
January 11, 2019
Topic: Individual and Business The TaxBook Workshop
4 Federal Law Hours
4 Federal Update Hours
Orange County Chapter Workshop
Topic: Running Start 2019
2 Hours California
6 Federal Update Hours
East County San Diego Chapter Seminar
January 12, 2019
Topic: A Preparer's Approach to Section 199A Simplified, Schedule A and 592 Pros and Cons
2 California Hours
4 Federal Update Hours
Sn Francisco Bay Chapter Meeting
January 19, 2019
Topic: Federal & State Update Review
2 California Hours
4 Federal Update Hours
San Jose Chapter Seminar
January 22, 2019
Topic: Overview of the 2017 Tax Cuts and Jobs Act
2 Federal Update Hours
Orange County South Chapter Meeting
January 23, 2019
Topic: Work Opportunity Tax Credit and Understand Audits on Credit card Merchant, W/C Insurance and W/C Policy Placement
3 Federal Law Hours
San Jose Chapter Meeting
Topic: From Your Client's QuickBooks Statements to a Tax Return
Hours TBD
Wine Country Chapter Meeting
January 27, 2019
Topic: 2019 Roundtable Discussion
1 Federal Law Hour
1 Federal Update Hour
1 California Hour
Greater Long Beach Chapter Meeting
Click here to view the CSTC calendar.
Board of Directors Meeting
Date: January 14, 2019
Time: 10:00 AM to 4:30 PM
Location: The American Red Cross | 714-481-5300
601 North Golden Circle Drive, Santa Ana, CA 92705
CSTC members are welcome to join.
CSTC Member of the Year
Congratulations to the 2018 Member of the Year Ingrid Chamberlin!
CSTC Member since 2009
2011-2018 North County San Diego Membership Chair
2019 North County San Diego Chapter President
Ingrid has devoted her time and resources over the past 8 years to develop a successful membership marketing plan for the North County San Diego Chapter and has also given encouragement and ideas to Society for the advancement of membership. She has devoted many hours participating not only at the Chapter level, but also in attending the Society Board meetings as well. As an enthusiastic member who believes in the mission Society promotes, she has diligently served on committees promoting the advancement of Society.
She sets lofty goals, has a humor dryer than the Sahara desert , gets the job done, and cares about the advancement of the tax profession. Her support of the organization has been unwavering. She has been instrumental in developing the changes needed to move our organization's future forward and has embraced the visions of taking Society forward into the next millennium.
Join the California Society of Tax Consultants!
Click here to fill out an online application.
CSTC advances professionalism within the tax industry by:
- Providing quality education
- Creating networking opportunities
- Advocating professional standards
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