Membership

The nice thing about teamwork is that you always have others on your side. 

Become a Member - Your Membership Enriches Your Career

Click here to download a Membership Application

Keep abreast of the tax laws with our progressive continuing education program which includes seminars, workshops, monthly dinner meetings and the qualifying 60-hour tax course.

$ savings on all Society Educational Events
$ savings on Contact, Correspondence & Self Study Education
$ savings on Tax Resource Books, Software, Information & Services through group purchasing with The Tax Book and Wolters Kluwer/CCH Publications: Click here for the member log in to obtain more information (see also below)
$ savings with member specialty CSTC Connects (previouslyYellow Pages) list
$ savings with E & O Insurance, plus specialty coverage relevant to your profession (see below)
$ VeriFyle! Free to members of CSTC. Click here for more information. If you need assistance, please email: [email protected] or [email protected]
$ savings on ADP services: Click here for the member log in to obtain more information
$ online CSTC Find-a-Tax Consultant search to help promote your business!
* The CSTC Member Listserv. Click here for details!

Classes and Eligibility for Membership

There shall be six (6) classes of membership:

a) Active. Individuals actively engaged in the field of tax preparation and consultation, or accounting as defined:
- in Treasury Circular 230, or
- by State Regulatory authority, or
- by California Tax Education Council, or
- by the Accreditation Council for Accounting & Taxation, or
- by possessing an associate or baccalaureate degree with a minimum of 24
semester hours in accounting, or
- by having a minimum of 5 years bookkeeping experience in public practice.

b) Student. Individuals enrolled in a tax or accounting class/program but not actively engaged in the profession of tax preparation or accounting. Student members shall have all the privileges and responsibilities of membership except that of voting and holding office.

c) Inactive. Individuals who are no longer active in the field of tax preparation or accounting, for compensation during the membership year. Inactive members shall have all the privileges and responsibilities of membership except voting and holding office.

d) Honorary. Non-members who have performed outstanding service to the organization. These include, but are not limited to individuals who are educators, government employees, officers and employed accountants of banks and financial institutions. Honorary members shall have all the privileges and responsibilities of membership except that of voting, holding office and paying dues.

e) Associate. Any Individuals not eligible for one of the other classes of membership who wish to gain knowledge of tax and accounting matters. Associate members shall have all the privileges and responsibilities of membership except that of voting and holding office.

f) Member Emeritus. Members who have performed outstanding service to the organization. Members Emeritus shall have all the privileges and responsibilities of membership except that of paying dues.

Cost

Active and Associate Members
Dues $175 Application Fee $25

Student Membership $50

Join Us!

Membership Application (Hard copy of application)  Click here for Bylaws

*By Online Form: Membership Application

*By Phone : 949-715-4192

*By Fax  : Print and complete the member application form, then fax with your credit/debit card payment to 949-715-6931. 

*By Mail :  Print, complete, and mail the pdf form with payment to: 

CSTC, 65 Enterprise, Aliso Viejo, CA 92656

Integrity in the Tax Profession
To promote professionalism by providing quality education events for tax professionals, and encouraging networking opportunities for member and by advocating professional standards and positions with the tax industry.

The Tax Specialists Choice
Keep abreast of the tax laws with our progressive continuing education program, which includes seminars, workshops, symposium monthly dinner meetings, the qualifying 60-hour tax course, and more.

We Care to Share
Networking and learning opportuntiies are continually evolving. With CSTC’s new Website and membership platform, we will continue down this path, augmenting forums, listservs and more. Stay tuned!

Click here to see what CSTC members are saying!