How to Become a Certified Tax Preparer in California
- 1). Complete 60 hours of qualifying tax education. Approved education course providers are listed on the CTEC website or available upon request from CTEC. Courses are offered involving traditional classrooms, home study or online classes.
- 2). Obtain a $5,000 tax preparer bond. Tax preparer bonds are available from most local insurance agencies.
- 3). Register with CTEC. Online registration is available on the CTEC website. Alternatively, a tax preparer may mail a form obtained from CTEC after writing or calling. The form is also available for download and printing from the CTEC website.