California law requires anyone who prepares tax returns for a fee and is not an exempt preparer to register as a tax preparer with the California Tax Education Council (CTEC). Exempt preparers are California certified public accountants (CPA’s), enrolled agents (EA’s), attorneys who are members of the State Bar of California, and certain specified banking or trust officials.
To become a CTEC registered tax preparer (CRTP), you must do the following:
Note: The individual is responsible for completing the registration requirement whether or not the employer provided or paid for a surety bond and CTEC registration. The unregistered tax preparer is personally liable for any penalties, not the employer.
You must renew your registration with CTEC annually to legally prepare income tax returns. Go to ctec.org for complete information and requirements.
To annually renew CTEC registration, you must do the following:
Note: if you fail to renew your CTEC registration by January 15 of the following year, you are considered a new tax preparer and subject to the new preparer registration requirements.
For questions about the CTEC licensing process & requirements, please contact CTEC directly: (877) 850-2832 or www.ctec.org
I was able to pass the exam on my first try. Thanks to Mike Russ for the crash course lesson!