Frequently Asked Questions


Are your Courses Approved?


The Tax Institute has been recognized as an approved curriculum provider by the California Tax Education Council. Successful completion of our courses may be reported to fulfill the continuing education requirements of the California Business and Professional Code Section 22250-22259. This does not constitute an endorsement by the California Tax Education Council as to the quality of the course or its contribution to the professional competence of the preparer.



Concerned about CPE for the upcoming National Tax Preparer Registration?


Don't be! The 15 Hour IRS tax preparer CPE requirements are not effective until the second renewal cycle, which is expected to begin on January 1 2012. We are already developing a course that will meet both the 15 Hour IRS requirement and the 20 hour CTEC requirement. In the mean time . For 2011 , it is business as usual. CTEC requirements had not changed and this year a new rule was put in effect, everybody will have just 10 weeks after October 31 2012 to renew the CTEC registration, otherwise you might find yourself getting the 60 hour course.


Can I fax you the answer sheet or what is your fax number?


Yes, you can fax your test to us. Our fax number for tests is 661-633-2119. If you want to check with us to see if we have received your fax, please give us 24 hours after faxing your test. Your fax will not appear on our automated system until after 24 hours. In most cases we will grade your test within 72 hours.


I have not registered and would like to for the first time or I was registered but it expired 2 years ago and I didn't renew it.


To register as a tax preparer in California for the first time you need to take a 60 hour course. Futhermore, if you registered in the past and it has been over 12 months since it expired you will also need 60 hours of education (45 hours federal + 15 state). Call the Council of Tax Education at 877-850-CTEC for further information or click on their web site below. The Tax Institute offers a 60 hour course (Check our home study courses page or the order form).

CTEC Home Page

Do you carry any courses to prepare one to take the enroll agent exam.


We are excited to offer you software to prepare you to take the enrolled agent exam. You will find it to be an economical and efficient way to prepare for the exam. Our easy to use PC software gives you a head start. Actual IRS EA Exams from the last 3 years, with answer and explanations. A Single study guide all on one CD. More than 1,000 questions and answers in plain English. A real time saver. All the explanations and references to IRS publications at your fingertips. Study at your own pace. Read a question, choose an answer, see the explanation, or go on. Choose questions by exam part, year or topic. You set the pace start, stop & continue at will.

FASTAX Software

Affordable at only $69.95 includes shipping and sales tax tax.

System Requirements: Windows 98 or later, CD Drive


5- I purchased the enrolled agent FASTAX software last year. I would like to purchase it again this year, can I get an update or discount?


Yes, You can order just the part that you need. Please click on the following link to take you to our FASTAX software page. FASTAX Software


How long has the Tax Institute been providing continuing education?


The Tax Institute has been providing continuing education for Tax Professionals since 1989.


I need an application to renew my registration or where do I get additional information?


Go to the CTEC web site at www.ctec.org or click on the following link: CTEC Home Page


Is there a deadline for renewing my registration?

You need to renew your registration by Oct. 31 of each year. After this date you can still renew your registration but you will have to pay a penalty.


Do I need Publication 17?

No


I lost my answer sheet can you mail me another one?

You can download the answer sheet here Forms


Do you submit your information to CTEC electronically?

Yes we do. Every Friday we send test results to CTEC. All tests received for the week up until Thursday night are uploaded to CTEC's server by Friday at 6:00 P.M.


I need more information regarding the enrolled agent course or where do I register to take the test?

Enrolled agent information

Enrolled agent testing sites and registration


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