CSTC Mission Statement
CSTC advances professionalism within the tax industry by:
- Providing quality education
- Creating networking opportunities
- Advocating professional standards
"Improving the tax industry, one professional at a time"
Contact Us
Jenn Baker
Executive Director
Contact for: board meetings, leadership questions, leadership training, setting up a chapter event, member issues, articles for the Reporter, staff issues, chapter issues
[email protected]
Patricia Freeman
Office Administration/ Project Coordinator
Contact for: membership inquiries, membership renewals/ applications, updated chapter event registration lists (chapter leaders only), general inquiries
[email protected]
Alex Kerstner
Event Coordinator
Contact for: post-chapter event inquiries, post-event education reporting*, chapter remuneration reports, Summer Symposium continuing education reporting
[email protected]
*If you are missing continuing education, please email [email protected] and include the event date, title, hosting chapter, and hours missing.
Rosemary Loggia
Summer Symposium Coordinator
Contact for: information regarding exhibiting or sponsoring the Summer Symposium
[email protected]
Derek Kozaites
Communications
Contact for: webpage updates, updating the CSTC calendar, updating leadership permissions
[email protected]
Pam Ramirez
Bookkeeper
Contact for: financial reporting
[email protected]
Andrea Casillas
CEO of Group Concepts*
[email protected]
*Group Concepts is the California Society of Tax Consultants management company
Office Hours:
Monday through Friday, 9 AM to 5 PM
Mailing Address:
California Society of Tax Consultants
PO Box 10
Manhattan Beach, CA 90267
Contact Information:
Phone: 949-715-4192
Fax: 714-632-5405
Email: [email protected]
The California Society of Tax Consultants, Inc, (CSTC) has been a nonprofit organization for the benefit of tax professionals throughout California since 1966, (formerly known as ISTC), and delivers quality education and other benefits. As a bookkeeper, accountant, Enrolled Agent, or CPA you can take advantage of everything CSTC has to offer. Programs cover a wide spectrum of tax topics that are approved for CTEC, EA & CPA credit. CSTC members receive discounts on events. Non-members are welcome to attend any of the meetings, seminars, subscribe to our newsletter, etc.
WHEN? Each of our Chapters in California has monthly meetings in their area. Meetings provide valuable education credits, dinner & networking opportunities.
WHO? People who wish to learn more about tax laws, preparation, and tax-related subjects.
PROFESSIONALISM: Achieve professional status by belonging to a respected organization founded in 1966. CSTC members are known for their code of ethics and quality education.
EDUCATION: Keep abreast of tax laws with our professional education monthly meetings, seminars, workshops or a basic 60-hour tax course. We also offer tune-up workshops just prior to tax season. Education is discounted for members and is offered in locations throughout California. Members also receive a monthly newsletter from their chapter.
NETWORKING: Receive assistance from other tax professionals with: researching tax laws, dealing with IRS, FTB, SBOE and EDD issues, practice management techniques to expand your business, professional assistance in selecting library, software & hardware products.
CODE OF ETHICS
1. No member shall engage in business dealings, which take unfair advantage of clients because of the
member’s knowledge of client information.
2. No member shall charge contingent fees except where allowed by law and then these fees will be
within the prescribed limits.
3. No member shall violate client confidentiality except where required by law.
4. No member shall repress, omit or cover up material facts or make false, incomplete, or misleading
reports to members, clients or government agencies.
5. No member shall advertise in a manner not sanctioned by Circular 230.
6. It shall be considered unethical to solicit business from the clientele of another Society member.
7. It shall be considered unethical to solicit employees from another member without discussing it with
that member.
8. No member shall use a business name, which indicates services or associations, which do not exist.
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