Create Your Own 20-Hour California CTEC CE Package

(2 customer reviews)

$79.00

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FOR CALIFORNIA TAX PREPARERS

This Package contains all necessary credits for a California tax preparer to meet the 20-hour renewal requirements for CTEC.

20-hour CTEC Tax Seminar Selection (select 3) * 

Note: Those with an asterisk are also approved for Enrolled Agent CE

Product Description

Package Includes:

Upon purchase, the California State Tax Law, Tax Law Updates, Ethics, and Understanding Financial Reporting Seminars will be added to your learning account automatically while your chosen 3-hour seminars will be manually added to your learning account within 1-2 business days. You will receive login credentials and may start your CE right away. These courses are not webinars, so you can access the course content at any time and work at your own pace.

The base seminars for this package are 2020 version, which includes 2019 tax law.  The 2021 version of this course is expected to be release mid-year and will contain 2020 tax law.  Students who choose to take this course are eligible for IRS and CTEC CE credit upon completion of the course. 

Note:

  • The IRS requires you to complete with a passing score by 12/31 each year in order to be accepted. The Income Tax School strongly recommends you finish all AFSP required courses before 12/27 at 1pm EST so we can provide proper Instructor, Administrative, and Technical support. Courses completed prior to midnight on 12/31 will be reported to the IRS within 10 days of completion. The Income Tax School will report all credit hours and completed certificates to the IRS and/or CTEC (for California preparers).

Note to CTEC Students:

  • ITS students should complete CTEC CE by 10/21 each year to ensure timely reporting in order to meet the 10/31 CTEC renewal deadline.
  • CTEC students are responsible for verifying their own credits through their CTEC account before 10/21 to ensure complete and timely reporting of their CE before the 10/31 CTEC renewal deadline.
  • The Income Tax School will do its best to request PTIN and CTEC numbers from ITS students, but it is the student’s responsibility to provide them to ITS School Administrators to ensure timely CE reporting.
  • The Income Tax School is not liable for any delays caused by the CTEC.org website or the student’s failure to comply with the above requested actions.
  • CTEC does offer late renewal for an additional fee, in which case ITS students must complete CTEC CE by 1/5 of each year to meet the 1/15 CTEC late renewal deadline.
The Income Tax School Provider Numbers:
  • IRS provider number: EEZ75
  • CTEC provider number: 1071
  • NASBA provider number: 103388
View the Income Tax School’s Certifications and Credentials

Continuing Education FAQs

What are my Continuing Education (CE) requirements for the IRS?

There are no CE requirements to maintain your Preparer Tax Identification Number (PTIN) with the IRS.

For the IRS’s Annual Filing Season Program (AFSP), you must complete 18 hours of CE by December 31st annually, using an IRS Approved Provider (Don’t worry, The Income Tax School is approved!). These 18 hours must be made up of:

    • 10 hours federal tax law
    • 6 hours Annual Federal Tax Refresher (AFTR) course with a comprehension test
    • 2 hours ethics education


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What are my CE requirements as an IRS Enrolled Agent (EA)?

In order for Enrolled Agents to keep their designation from the IRS, they must obtain at least 72 hours of CE credits every three years (based on their renewal cycle). Of these 72 hours, a minimum of 16 hours must be completed each year, and of these 16 hours per year, a minimum of two hours must be on ethics.

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What are my CE requirements to renew my registration with the California Tax Education Council (CTEC)?

California residents must provide an active PTIN, maintain a $5,000 tax preparer insurance bond, and complete 20 hours of CE by October 31st each year to renew their registration with the California Tax Education Council (CTEC). They must also complete. These 20 hours must be made up of:

    • 10 hours federal tax law
    • 5 hours California state law
    • 3 hours federal tax updates
    • 2 hours ethics education


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Am I exempt from the Annual Federal Tax Refresher (AFTR) course?

Tax preparers who have successfully completed one of the following national or state tests would be exempt from taking the AFTR course with a comprehension test.

  • Registered Tax Return Preparers (RTRP)
  • California and other state based return preparer testing programs
  • Accredited tax preparers through Accreditation Council for Accountancy/Taxation
  • Part 1 of the Special Enrollment Exam during 2 year eligibility window
  • Successful VITA program reviewers and instructors


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What if I’m a credentialed tax professional or in the exempt group above and want to qualify for the AFSP?

Credentialed tax professionals (CPAs, attorneys, Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries) or the exempt group listed in the section above must have 15 hours of CE from an IRS Approved Provider to qualify for the AFSP annually. No CE credit will be given to Enrolled Agents for completing an AFTR course. The 15 hours of CE must include the following:

  • 10 hours federal tax law topics
  • 3 hours federal tax updates
  • 2 hours ethics education


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Do you report my CE credits to the IRS and/or CTEC?

Yes. The Income Tax School reports CE credits to the IRS once per quarter for the first 3 quarters of the calendar year.

  • CE credits earned from January 1st – March 31st: reported to IRS April 1st.
  • CE credits earned from April 1st – June 30th: reported to IRS July 1st.
  • CE credits earned from July 1st – September 30th: reported to IRS October 1st.

Beginning October 1st, The Income Tax School reports CE credits to the IRS every 10 days through the end of the calendar year.

For California residents seeking Qualifying Education (QE) and CE credits for CTEC, The Income Tax School reports to CTEC every 10 days throughout the calendar year. Beginning October 1st, The Income Tax School reports CE credits to CTEC daily.

CTEC students are responsible for verifying their own CE credits through their CTEC account before the 10/31 CTEC renewal deadline.

The ITS School Admin Team works diligently to report the influx of CE completions we receive near the deadline, as well as responding to students that reach out via email. While the School Admin Team may not be available to respond to inquiries right away during peak times, please know our students are always our top priority.

Should you need assistance from the ITS School Admin Team regarding CE credits, please first verify your CE credits by logging into your CTEC account. All reported CE credits will be listed in your CTEC account within the 4 main required categories and will include the name of the course and the number of CE hours earned. Any missing CE credits will also show up on this screen. Please take a screenshot of this information and include it in your email when you contact ITS School Admin Team for assistance with your ITS course information. Email ITS School Admin

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I’m buying a course on behalf of someone else, what should I do?

For business owners operating their own tax school who wish to license our courses for their students: email customercare@theincometaxschool.com or call 1-800-984-1040.

Many customers come to us and are buying a course or seminar for someone else. They could be buying the course for their spouse, or a business owner purchasing for an employee(s), or an employee signing up for a course that their employer is paying for. In those cases, use the following steps:

  1. Select your course(s)
  2. Proceed to checkout
  3. Fill the billing address and payment fields with the information of the person paying for the course.
  4. In the Additional Comments section: enter the names and emails of the person(s) taking the course(s)

Example: Jane is a business owner who wants to purchase the Comprehensive Tax Course for Megan and the CTP Program for Jeff. Jane puts both the Comprehensive course and the CTP Program in her cart and proceeds to checkout. Jane enters her information for the Name, Email, Billing Address, and credit card info, then specifies “Megan Smith – Comprehensive course. Email: megan@example.com, Jeff Jones – CTP Program. Email: jeff@example.com” in the Additional Comments section.

Jane will receive a receipt of purchase by email and will be given login credentials of her own by default. Our school administrators will then manually create student accounts for Megan and Jeff and add their respective courses to their accounts. Please allow up to 2 business days for this to take place.

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Refund Policy

The Refund Policy below is applicable only for courses students purchase directly from The Income Tax School or Peoples Income Tax School. Students who purchase any courses through third party schools or other organizations must address all refund issues with the entity through which they made that purchase.

Please note: Operator’s Starter Kit, License Renewal, Tax Practice Management Manuals (Marketing, Policies and Procedures, Personnel, and Expansion), Print/Hard Copy Books for Individual Course Purchase, the Guide to Start and Grow Your Successful Tax Business, and the two Business Start-up Guides are non-refundable.

Online for Individual Students

Payment Plan Terms & Conditions

Chartered Tax Certificate Programs for Online Individual Students

Virginia Student Enrollment Agreement

Surgent EA Review Refund Policy and Pass Guarantee

Academic Honesty Policy

Licensee Guarantee and License Agreement

Reseller License Agreement

2 reviews for Create Your Own 20-Hour California CTEC CE Package

  1. Steve Logan –

    Thanks to you and your staff, I was able to renew with CTEC without any problems. I just want to continue my education via Theincometaxschool. I will refer everyone to your course. I’m going to go ahead and sign up for the EA Exam Prep. I saw the presentation and if they are half as good as theincometaxschool, I know I should be okay.

    I will always remember the personal concern that your school actually shown in my darkest hour. I’m a person that has the answers to basically any questions however, I have always failed any or all test, it takes me about three tries before I could pass even though I know the answers it’s some sort of “test phobia’. The word “test” and I freeze. Anyway, it was pitiful to even think that I failed an open book test that I could not sleep on October 31st, which was the deadline for CTEC. So on Nov 1st around 1 or 2 a.m., I got up to sign up for more continued education and to my surprise, The Incometaxschool had already had a remedy in place for me when I sign-on!

    OMG! I just found the email! It was you! Look at the day and time: No School would help out a student on SATURDAY AT 10:10 PM! I think anyone seeing this should realize the difference in the quality of care and professionalism that anyone could ever expect to receive.

    Thank you, Again.

  2. Liam Ryan –

    I have been using the Income Tax School for the past 7 years for all of my continuing education requirements and they are great. Especially Maureen Scott who has helped us get all of the required classes we need to stay compliant.

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