2020 VIRTUAL 60 Hour Live QE Education

Education Materials Provided by the Income Tax School

This class is currently postoned until further notice. 

Class Information:

Basic skills for the 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.

Start & End Date:

Start Date: September 15, 2020
End Date: November 19, 2020
Time: 6:00 pm to 9:00 pm - Tuesday and Thursday Evenings


Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

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


David Eastis, CRTP

David A Eastis, CRTP, received his Bachelor- of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984. He completed his accounting degree in 2003 from Indiana University, South Bend, Indiana.

David joined the California Society of Tax Consultants in 2004. David has served as Secretary for the Greater- Long Beach Chapter, a 4-year- term as Secretary, a one-year term as 1st Vice President. and a two-year term as President of CSTC Society Board for 2015-2016. Currently, David serves as a Society Board Director- for Region Three.

David has been encouraged by CSTC to share his gifts of speaking and teaching as a presenter- for various chapter- meetings. the CSTC Summer Symposium, and the Fall Symposium. His topics have included: Non-Profits Form 990; S  Corporations; Preachers, Teachers, and other Tax Creatures (specialized vocational Fields}; Charitable Contributions; Reading Schedule K-1s; and Ethics. And in the Fall of 2019, David has completed his eighth year teaching the Fundamentals Tax Course (Contact) for CSTC. David lives with his wife, Ann, and their dog Archie, in La Habra California.

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