|
|
|
Student Pricing GuideBasic Income Tax Course (10 Chapters, 3 Hours per Chapter) This Course will give you a solid start in tax preparation, enabling you to complete most standard individual tax returns and research tax issues. Ideal for RAL processors and short-form preparers. Also available in Spanish Cost = $299.00 Intermediate Income Tax Course (10 chapters, 3 Hours per chapter) This Course should be taken after completing the Basic Income Tax Class and will pick up where Basic left off and will enable you to prepare the more complicated tax returns that come later in the filing season such as Schedules C, D, E, Depreciation, etc. Cost = $299.00 Comprehensive Income Tax Course (20 Chapters, 3 Hours per Chapter) This Course encompasses the Basic Part I & Intermediate Part II ;there are no entrance requirements. This Course focuses on the majority of tax forms needed to complete tax returns for yourself and the general public. In the Course you should acquire the knowledge and skills necessary to complete federal income tax returns and research tax issues. Because "Practice makes perfect", the Course requires at least two tax returns prepared for most chapters. Cost = $499.00 California Comprehensive Income Tax Course (CTEC Approved - Qualifying Education) (20 Chapters, 3 Hours per Chapter) This Course includes everything in the Comprehensive course plus a piece for California to meet the requirement for the state, which satisfies qualifying education and continuing education requirements for CTEC. This California content includes: Differences Between Federal and California Tax Laws, Military Income, Resident Issues, Nonresident & Part-year Resident Issues, California State Disability Insurance (CASDI), Covenant Not to Compete, Community Property. Cost = $549.00 Advanced I Income Tax Course (10 Chapters, 3 Hours per Chapter) Students normally enroll in this Course after completing the 10-week Comprehensive Income Tax Class and working at least one season as a tax preparer. This Course will give you the confidence to take on more complex returns by reinforcing your existing tax knowledge and building on it. Cost = $399.00 California Advanced I Income Tax Course (CTEC Approved- Qualifying Education) (10 Chapters, 3 Hours per Chapter) Prior tax preparation experience/knowledge is required. This course includes a piece on California Small Businesses to meet the requirement for the state, which satisfies qualifying education and continuing education requirements for CTEC. Cost = $449.00 Advanced II Income Tax Course - Coming Soon! (10 Chapters, 3 Hours per Chapter) Part II of the Advanced Course: If you are an enrolled agent, accountant, lawyer, financial planner, business owner, experienced tax preparer, or just interested in increasing your tax knowledge, the Advanced Course Level II will enable you to prepare more complex individual tax returns. Cost = $399.00 Introduction to Small Business I Income Tax Course (10 Chapters, 3 Hours per Chapter) If you are comfortable with your knowledge of individual tax return preparation, the next step is Introduction to Small Business Income Tax Course. This Course is designed as an introduction to some of the issues involved in the preparation of tax returns for various forms of business entities, which will give you the information necessary to handle partnerships and corporations. Cost = $399.00 California Introduction to Small Business I Income Tax Course - CTEC Approved (10 Chapters, 3 Hours per Chapter) Prior tax preparation experience/knowledge is required. This course includes a piece on California Small Businesses to meet the requirement for the state, which satisfies qualifying education and continuing education requirements for CTEC. Cost = $449.00 Small Business II Income Tax Course - Coming Soon! (10 Chapters, 3 Hours per Chapter) If you are comfortable with your knowledge of individual tax return preparation, the next step is Small Business Level II Income Tax Course. This Course is designed as an introduction to some of the issues involved in the preparation of tax returns for various forms of business entities, which will give you the information necessary to handle business returns with knowledge and confidence. Cost = $399.00 Chartered Tax Professional Certificate Program To get the CTP designation, you must successfully complete The Income Tax School series of six 30-hour Income Tax Courses (four additional courses beyond the 60-hour Comprehensive Tax Course). After completing this comprehensive certificate program, you will be well prepared to handle almost any individual and small business income tax situations you encounter. Cost = $1,755.00 California Chartered Tax Professional Certificate Program To get the CTP designation, you must successfully complete The Income Tax School series of six 30-hour Income Tax Courses (four additional courses beyond the 60-hour Comprehensive Tax Course). After completing this comprehensive certificate program, you will be well prepared to handle almost any individual and small business income tax situations you encounter. The California CTP program has California state material that meets the requirements for qualifying and continuing education with CTEC. Cost = $1,755.00 CPE SEMINARS All CPE Seminars cost $39 and offer 3 hours of CPE credit Ethics Continuing Education CPE Seminar Learn the guidelines set by the Internal Revenue Service that governs the practices and behaviors of all tax professionals. Earned Income Tax Credit CPE Seminar Get the most up-to-date information on the Earned Income Tax Credit. Learn about requirements, qualifying children, and rules for foster children Rental Property CPE Seminar Learn what constitutes rental property, what expenses are deductible, and how to handle sales of rental property. Clergy CPE Seminar Study the various types of expenses related to clergy income and the forms necessary to deduct the expenses. Retirement Income CPE Seminar Learn the different types of retirement income, and the tax treatment of distributions received. Schedule C / Sole Proprietorships CPE Seminar Learn about developing a sole proprietorship, advantages and disadvantages of being one, maintaining records, inventory and costs of goods sold. Employee Business Expenses CPE Seminar Get the most up-to-date information on vehicle mileage allowance changes for employees. Discover tax saving tips for employees who have un-reimbursed business expenses. Amended Tax Returns for Individuals CPE Seminar Explore amended returns. Covered topics will include common reasons for amendments, statute of limitation when claiming a refund, 1040X preparation, fees for amended returns, and state income tax return amendments. Special Needs and Concerns for Seniors CPE Seminar Concentrate on issues that affect senior citizens such as required minimum distributions from IRAs, taxable social security and estimated tax payments. Review medical deductions for seniors such as assisted living, long term care insurance premiums and when these expenses are allowed. Estate planning and tax-free investments will also be covered. Tax Issues for High Income Taxpayers CPE Seminar Explore tax issues high income taxpayers face such as Alternative Minimum Tax, limitations on itemized deductions, IRA contributions, exemptions, deductible credits, and adjustments to income. Net Operating Losses CPE Seminar Explore tax issues high income taxpayers face such as Alternative Minimum Tax, limitations on itemized deductions, IRA contributions, exemptions, deductible credits, and adjustments to income. Schedule D - Special Issues CPE Seminar Learn how to assist your client with wash sales, puts and calls, employee stock options, like-kind exchanges, the sale of a personal residence, sale of personal residence, the sale of business property and capital loss carryovers. Tax Issues for Divorced or Separated Taxpayers CPE Seminar Concentrate on tax issues surrounding a separated or divorced taxpayer such as exemptions for children, itemized deductions, credits, filing status, community property issues, alimony, and child support. You will also learn how to handle asset transfers, qualified domestic relations orders (QDRO) and adjustments to income. Responding to the IRS CPE Seminar Given the choice most taxpayers would rather not deal directly with the IRS. This is where you step in with the knowledge you will gain to assist your taxpayer. Learn how to handle IRS letters which request information or explanations. Gain knowledge in handling audit issues and complex collection issues. Learn about offers-in compromise. Employment Taxes CPE Seminar Explore employment taxes and withholding issues for independent contractors and statutory employees. Review earned income tax credit. Form 941, Form 940, and tax deposits will be introduced. Tax Planning Tips and Strategies CPE Seminar- Coming Soon! Learn how to help your client save valuable tax dollars by offering tax planning tips and strategies. Discover how a contribution to an IRA may lower your client's tax liability. Help you client determine if he is utilizing the deductions and credits to which he entitled. Part-year and Non-resident State Tax Preparation Principles CPE Seminar - Coming Soon! Review the various issues for filing part-year and non-resident tax returns. Discover how your client may be affected by credits, adjustments, subtraction, additions, exemptions and deductions. Gain an awareness for common issues shared among many states and items that may be state specific. Non-resident Alien Returns - Form 1040NR - CPE Seminar - Coming Soon! Learn the difference between a non-resident alien and a resident alien. Discover when to use Form 1040NR and when Form 1040 is use is more appropriate. Explore tax treaties with other countries, filing requirements, credits, deductions and exemptions. |
   
  |
