60 Hour Live Webinar QE Education
Education Materials Provided by Surgent Income Tax School
Class Information:
Basic skills for preparation of individual income tax returns will focus on beginners who want to become tax preparers Classroom presentation, homework and exams combine to ensure you will be able to handle most commonly encountered tax situations. Education materials are provided by the Income Tax School.
Homework assignments, mid-term and final exams must be completed to receive credit. Attendance is mandatory and will be strictly enforced.
*60 Hours of education is required to become a registered tax preparer in California.
Upon successful completion of this course, you will be able to
- Prepare most individual tax returns
- Perform a thorough interview with a taxpayer
- Determine a taxpayer's filing status and eligibility for exemptions
- Accurately report income and deductions for a taxpayer
- Determine a taxpayer's eligibility for credits and deductions
- Complete Schedules C-EZ, C and E
- Compute depreciation for assets and eligibility for Section 179
- Accurately calculate a taxpayer's refund or balance due
- Advise a taxpayer in tax planning strategies
- Become a California CTEC Registered Tax Preparer if you completed the state supplement with this course for that specific state.
Class Dates and Time:
September 20th, 23rd, 27th, 30th
*October 4th, 7th, 18th, 21st, 25th, 28th
*NO CLASS the week of October 11-15 for the completion of Tax Season.
*November 1st, 4th, 8th, 11th, 15th, 18th, 22nd, 29th
*NO CLASS on November 25th
December 2nd, 6th, 9th, 13th
Time: 3:00 pm to 6:00 pm - Monday and Thursday Evenings
Location:
Online via Zoom. You will receive the Zoom link in your confirmation email.
Cost (Books Included):
Member: $450.00
Non-Member: $525.00
Knowledge level: BASIC
Refund Policy: Full fee less $50 will be refunded if the reservation is canceled prior to the first class meeting. NO REFUNDS after the first class.
Please note that if the minimum number of registrants is not reached prior to the start of the class, we will notify you in writing and a full refund will be issued.
Course Hours:
CTEC: 1000-QE-4699
45 Federal Law Hours
15 California Hours
Instructor:
 David Eastis, CRTP has been teaching classes and conducting seminars for CSTC since he joined CSTC in 2003. He obtained his accounting degree from Indiana University, South Bend, specializing in taxes and not-for-profit organizations.
Why Use CSTC?
Basic training is just the beginning. Tax Preparation is a lifetime of learning and problem-solving. You will always be looking for solutions to client questions and problems. Where do they come from? Many resources exist but none will help you like membership in CSTC.
This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.
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