Tax School

60 Hour CTEC Course

This class satisfy the CA State required 60-Hour Qualifying Education to become a California Registered Tax Preparer. The Live-Instructor webinar is taught by a live instructor who is an EA with over 16 years experience preparing taxes.  

We have 2 class options available: 

Live-Instructor Webinar or Self-Study

2023 Class Schedule 

(Live-In Person): 

Dates: TBA

Days: TBA 

Time: TBA

Cost: $750  or   

2-Payments of $375 

What's Included:

• Required CTEC 60 Hour
• 15 Live-Instructor Classes
• Online Videos, Practice Returns, & Quizzes
• Access to student portal up to 1 year
• Private Instructor Sessions/Tutoring (If needed & based on Instructor Availability) 
• E-book 
• Physical book (Included with Early-Bird Sign-up: or $150 after Early-Bird Sign-up)

Self-Study (a):

 60-Hour Self-Study Course

Cost: $475 

Days/Times: Since this is a self-study course and is based on your pace, you can start Anytime. After you register for this Self-Study program, this course must be completed by December 31, 2023.

Includes:

• Required CTEC 60-Hours Qualifying Education
• E-book (Physical book available for $150)
• Online Videos, Practice Returns, & Quizzes
• Access to student portal up to 1 year
• Four (4) 30-min Private Instructor Sessions (if needed & based on Instructor Availability)

20 Hour CTEC Course

This class is for Current Tax Preparers needing to renew 20-Hour CTEC CA State required registration.

Topics Include:

• Income: Taxable Income vs. Non-Taxable Income
• Sole Proprietor/Self-Employed
• Ethics and Best Practices
• Itemized Deductions
• Tax Credits
• Tax Updates
• Taxation of Business Entities: (Corporations, Partnership, LLC) 

Self-Study (b): 

20 Hour Self-Study Course 

Cost: $295

Work at your own pace. Start Anytime. Complete the course from home, or anywhere you have internet access through a computer or mobile device. After you register for this Self-Study program, this course must be completed by December 31, 2023.

Included:

• E-Book (Physical book can be purchased for $95)
• Online Videos & Quizzes
• Access to Student Portal (up to 1 year)
• Three (3) 30-min Private Instructor Sessions (if needed)
• Required 20-Hour CTEC Continuing Education

Basic Tax Practice Workshop

This workshop is for New Tax Preparers who would like to receive additional training in Preparing Taxes before the tax season starts. 

This is a In-Person 3-Day class that focuses on Basic tax preparation for Individuals, Independent Contractors, and Small Business Owners. Student will receive Tax Return Package Materials on Day 1 of the class.

This is not a required CTEC course and no continuing education credits will be available.  

Cost $225 (Early-Bird) or $300 after December15th, 2022

Session 5: 3 Day Class

Dates: TBA

Times: TBA

Location: San Bernardino, CA

Topics Includes:

• Day 1  Getting more familiar with tax forms for Basic Tax Preparation; Review of Taxable Income vs. Non-taxable Income; Utilizing child tax credits & Earned Income Credit; and Exercising Due-Diligence; Know who must file a tax return and how filing status affects the tax return.
• Day 2  Tax Preparation (Credits & Deductions):  Capital Gains & Losses; Focus on Federal and CA state Itemized Deductions and Adjustments to Income; Other Non-Refundable & Refundable Credits, and understand how to fill out Schedule 3.
• Day 3  Business Tax Preparation (Schedule C):  Get more familiar with Schedule C tax form and who qualifies for to file Schedule C; Other taxes and form Schedule SE, and understand how to fill out Schedule 2.

Corporations and Partnership

This workshop is for Individuals who would like to receive additional training in Preparing Corporate Taxes.

This is a Live-Instructor Webinar that focuses on Business Formations, Bookkeeping, LLCs, Partnerships, S Corporations, and C Corporations. Student can receive up to 18 hours of CE credit.

This course is offered by Latino Tax Professionals and is taught via live-webinar by 3 instructors: Pascual Garcia, EA, CEO of Golden Crown Tax Service; Ricardo Rivas, EA, CEO of RVR Taxes Corporation; Roberto Pons, EA, CEO of Pons & Associates Inc.  

Cost $875

Level I: Dates: TBA

Level II: Dates: TBA

Times: TBA 

Level I: Topics Includes:

• Day 1  Bookkeeping for Tax Preparers. Learn Accounting Concepts, focus on Bookkeeping, Depreciation &  Amortization, Payroll, and Sales Tax.  
• Day 2  LLC, Sole Proprietorship, Partnerships, Qualified Joint Ventures. Line by line review of Form 1065, K-1, General Partnership Agreement, and Advantages/Disadvantages.
• Day 3  C-Corporation. Formation of Corporation, Business Entities, Advantages/Disadvantages, Structure, and Taxation. Line by line review of Form 1120, and explanation of how to cancel corporation.
• Day 4 S-Corporation. Differences between S Corp vs. Sole Proprietor/Schedule C. Advantages/Disadvantages, discuss reasonable compensation, tax savings, and examples of converting clients to S Corp. Line by line review of Form 1120S, K-1. Overview of form 2553 and how to select S Corporation status.

Level II: Topics Includes: (Must have completed Level 1)

• Day 1  S-Corporations. Using Level I example, will introduce more complex issues re: S Corporations, Reasonable Salary, K-1 income, and how distributions are taxed. Compute shareholder's stock basis, and review taxable vs. non-taxable fringe benefits.
• Day 2  C-Corporations. Level II will advance your knowledge of C Corporations and S Corporations,.  Cover issues on paying tax liability, estimated payments, and a closer look at Net Operating Loan Carryback and Dividends in excess of basis. 
• Day 3  Partnerships. Focus on complex and mixed partnerships. Present issues on PPP Loans and discus implications of seeing partnership assets and general losses.