General FAQs

What are some of the features of the course?


Our courses are online. Once you purchase the course you have immediate access to it. You can go in and out of the course at your convenience for up to six months (one year for Notary and Enrolled Agent Exam Review Course). The reading material is built within the course and is presented in an online E-Book format making the reading material portable if you prefer to work offline. Our tax and notary course features automatic grading, a detailed review of your missed quiz questions, and full instructor support. You will have unlimited number of tries to pass the quizzes and the final exams. Discussion forums are available within the course. Once you complete the course with a 70% or better, you have access to print your own certificate of completion.




Can I print the reading material?


The reading material is built within the course in an E-Book format with chapters and can be printed.




How long has your company been in business?


We have been in business since 1995. We have been online since 2001 and are one of the first e-tailers.




If I need additional support after I register for a course, what should I do?


You may email us at info@platinumprostudies.com or call us at 877 315 1772, Monday through Friday from 9:00am to 6:00pm, PT. We also offer Live Chat. We will try to return your email or phone call by the end of the business day.




What are your business hours?


Our business hours are Monday through Friday from 9:00am to 6:00pm, PT.




What is your refund policy?


If you are not completely satisfied with our course, we will offer you a full refund within thirty days of purchasing. No refunds are given for group orders or to students who have submitted more than quiz or any final exams.




How long will I have access to the course for?


You will have access to the course for six months from the date of purchase with the exception of the Enrolled Agent Exam Review Course and our Notary Courses which you will have access to for one year from the date of purchase.




Can I work at my own pace?


Yes, you will work at your own pace and will have access to the course for up to six months from the date of purchase (one year for Enrolled Agent Exam Review Course and Notary Course).





Tax Preparer FAQs

What is an Enrolled Agent?


An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.




What does the term “Enrolled Agent” mean?


“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.




How can an Enrolled Agent help me?


Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.




What are the privileges of an Enrolled Agent?


The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the Enrolled Agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.




What are the differences between EA’s and other tax professionals?


Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).




How do I become an Enrolled Agent?


There are two tracks to become an IRS Enrolled Agent, which are outlined in Treasury Department Circular 230, Regulations Governing the Practice of Attorneys, Certified Public Accountants, Enrolled Agents, Enrolled Actuaries, and Appraisers, before the Internal Revenue Service. All candidates are also subjected to a rigorous background check conducted by the IRS. The IRS website also provides information on the enrollment process. Prometric administers the exam process for IRS. The two tracks are: 1. You can become an enrolled agent by demonstrating special competence in tax matters by taking a online Enrolled Agent examination administered by Prometric. This track requires that you:

  • Apply to take the Special Enrollment Examination (SEE); see below
  • Achieve passing scores on all parts of the SEE;
  • Apply for enrollment on Form 23; and
  • Pass a background check to ensure that you have not engaged in any conduct that would justify the suspension or disbarment of an attorney, CPA, or enrolled agent from practice before the IRS.
2. You can become an enrolled agent by virtue of past service and technical experience with the IRS that qualifies you for enrollment. This track requires that you:
  • Possess the years of past service and technical experience specified in Circular 230;
  • Apply for enrollment Form 23; and
  • Pass a background check to ensure that you have not engaged in any conduct that would justify the suspension or disbarment of an attorney, CPA, or enrolled agent from practice before the IRS
Full information about how to register for the SEE can be found at http://www.prometric.com/IRS. There are three parts of the exam, which are: Part 1 – Individuals Part 2 – Businesses Part 3 – Representation, Practice and Procedures For quick reference, here are a few key details about the exam:
  • Exams will be offered May 1 through February 28 of each year. There is no testing in March or April.
  • Candidates may schedule each part of the exam at their convenience, in any order. It is not required to take all parts in one sitting.
  • Exam fees are $184.97 per part.
  • Prometric maintains approximately 300 test sites throughout the US and internationally. To enter the testing facility, you must present a valid, government-issued identification card containing both your signature and picture.
  • Each part of the new exam will have about 100 questions, along with a small number of experimental questions that will not be scored (you will not know which questions will count towards your score and which are included to gather statistical information on questions prior to being added to the exam).
The exam includes three types of multiple choice questions: direct question, incomplete sentence and all of the following except.
  • Exam results are scaled, by calculating the number of questions answered correctly from the total number of questions asked and converting to a scale that ranges from 40 to 130.
  • Test results are available immediately following the exam. Candidates who pass are not told their score, simply that they passed. Candidates who fail will be told their score, as well as diagnostic information to help prepare for re-examination.
  • Candidates who do not pass a part of the exam after four attempts during the May 1 through February 28 test window must wait until the next testing period before attempting the part again.
  • Candidates have a two year window from the time they pass the first part to pass the other two parts of the exam.




How can I prepare for the Exam?


With our EA Exam Review Course, you will study and review the tax knowledge required to successfully pass the IRS Enrolled Agent Exam (also known as the Special Enrollment Examination or the SEE). The course will highlight to you those subjects that you may need to gain additional knowledge in, and covers all of the key areas of taxation that is covered by the exam including individual returns, business entity returns, practice before the IRS and tax practitioner ethics. Enrolled Agent Exam Review Course




How do I keep my license?


Enrolled Agents renew their license on a staggered schedule, based on the last digit of the enrolled agent’s social security number. The current fee for renewal is $30 per year. To be eligible for renewal for the enrollment cycle, Enrolled Agents must complete 72 continuing professional education (CPE) credit hours for the three year cycle, with a minimum of 16 CPE per year. Two CPE credit hours per year must be in Ethics. Platinum Professional Services offers Continuing Professional Education (CPE) Tax Courses that are designed to enhance an Enrolled Agents professional proficiency in federal taxation or federal tax related matters. EA Continuing Professional Education (CPE) Courses





Enrolled Agent FAQs

What is an Enrolled Agent?


An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.




What does the term “Enrolled Agent” mean?


“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.




How can an Enrolled Agent help me?


Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.




What are the privileges of an Enrolled Agent?


The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the Enrolled Agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.




What are the differences between EA’s and other tax professionals?


Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).




How do I become an Enrolled Agent?


There are two tracks to become an IRS Enrolled Agent, which are outlined in Treasury Department Circular 230, Regulations Governing the Practice of Attorneys, Certified Public Accountants, Enrolled Agents, Enrolled Actuaries, and Appraisers, before the Internal Revenue Service. All candidates are also subjected to a rigorous background check conducted by the IRS. The IRS website also provides information on the enrollment process. Prometric administers the exam process for IRS. The two tracks are: 1. You can become an enrolled agent by demonstrating special competence in tax matters by taking a online Enrolled Agent examination administered by Prometric. This track requires that you:

  • Apply to take the Special Enrollment Examination (SEE); see below
  • Achieve passing scores on all parts of the SEE;
  • Apply for enrollment on Form 23; and
  • Pass a background check to ensure that you have not engaged in any conduct that would justify the suspension or disbarment of an attorney, CPA, or enrolled agent from practice before the IRS.
2. You can become an enrolled agent by virtue of past service and technical experience with the IRS that qualifies you for enrollment. This track requires that you:
  • Possess the years of past service and technical experience specified in Circular 230;
  • Apply for enrollment Form 23; and
  • Pass a background check to ensure that you have not engaged in any conduct that would justify the suspension or disbarment of an attorney, CPA, or enrolled agent from practice before the IRS
Full information about how to register for the SEE can be found at http://www.prometric.com/IRS. There are three parts of the exam, which are: Part 1 – Individuals Part 2 – Businesses Part 3 – Representation, Practice and Procedures For quick reference, here are a few key details about the exam:
  • Exams will be offered May 1 through February 28 of each year. There is no testing in March or April.
  • Candidates may schedule each part of the exam at their convenience, in any order. It is not required to take all parts in one sitting.
  • Exam fees are $184.97 per part.
  • Prometric maintains approximately 300 test sites throughout the US and internationally. To enter the testing facility, you must present a valid, government-issued identification card containing both your signature and picture.
  • Each part of the new exam will have about 100 questions, along with a small number of experimental questions that will not be scored (you will not know which questions will count towards your score and which are included to gather statistical information on questions prior to being added to the exam).
The exam includes three types of multiple choice questions: direct question, incomplete sentence and all of the following except.
  • Exam results are scaled, by calculating the number of questions answered correctly from the total number of questions asked and converting to a scale that ranges from 40 to 130.
  • Test results are available immediately following the exam. Candidates who pass are not told their score, simply that they passed. Candidates who fail will be told their score, as well as diagnostic information to help prepare for re-examination.
  • Candidates who do not pass a part of the exam after four attempts during the May 1 through February 28 test window must wait until the next testing period before attempting the part again.
  • Candidates have a two year window from the time they pass the first part to pass the other two parts of the exam.




How can I prepare for the Exam?


With our EA Exam Review Course, you will study and review the tax knowledge required to successfully pass the IRS Enrolled Agent Exam (also known as the Special Enrollment Examination or the SEE). The course will highlight to you those subjects that you may need to gain additional knowledge in, and covers all of the key areas of taxation that is covered by the exam including individual returns, business entity returns, practice before the IRS and tax practitioner ethics. Enrolled Agent Exam Review Course




How do I keep my license?


Enrolled Agents renew their license on a staggered schedule, based on the last digit of the enrolled agent’s social security number. The current fee for renewal is $30 per year. To be eligible for renewal for the enrollment cycle, Enrolled Agents must complete 72 continuing professional education (CPE) credit hours for the three year cycle, with a minimum of 16 CPE per year. Two CPE credit hours per year must be in Ethics. Platinum Professional Services offers Continuing Professional Education (CPE) Tax Courses that are designed to enhance an Enrolled Agents professional proficiency in federal taxation or federal tax related matters. EA Continuing Professional Education (CPE) Courses





Notary FAQs

What is a Notary Public?


A Notary Public is a public servant appointed by state government to witness the signing of important documents and administer oaths.




Why are documents notarized?


Documents are notarized to deter fraud and to ensure they are properly executed. An impartial witness (the Notary) identifies signers to screen out impostors and to make sure they have entered into agreements knowingly and willingly.




What are the requirements to become a California Notary Public?


Every person appointed as a Notary Public shall:

  • Be 18 years of age or older (there is no maximum age set by statute) and
  • Be a legal California resident
  • Complete a the mandatory 6 hour course of study approved by the Secretary of State
  • Satisfactorily complete and pass a written examination prescribed by the Secretary of State
  • Clear a background check (information on fingerprinting below)




How do I become a California Notary Public?


Platinum Professional Services offers the California Secretary of State approved Notary Public Course that is 100% online and meets the mandatory, six hour education requirement mandated by the California Secretary of State. This course is approved by the California Secretary of State and fulfills the State six hour education requirement for new and renewing Notary Publics. Click here to learn more about our Notary course.




What happens after I take the course?


After you take the mandatory 6 hour course, you must satisfactorily complete and pass a written examination prescribed by the Secretary of State. CPS administers the testing. Click here for current testing information and schedules.




What do I take to the Exam?


To take the exam you will need:

  • A current photo identification (e.g. California Driver's License or Identification Card issued by the Department of Motor Vehicles or U.S. Passport);
  • A complete and current Notary Public Application;
  • A 2" x 2" color passport photo of yourself;
  • The Proof of Completion certificate of your six-hour approved education course;
  • The registration confirmation letter; and
  • The $40.00 exam and application processing fee (or $20.00 exam fee for applicants who previously took the exam and failed). Payment must be by check or money order made payable to the Secretary of State (cash is not accepted at the exam site).




How many questions are on the test?


There are 45 multiple choice questions and you have 60 minutes to complete the test. You must get 70% or better to pass.




When will I receive my results?


Result Notification: Results from your Notary Public Examination will be emailed (if you provided an email address on the upper right corner of your application) or mailed via USPS approximately 15 business days following the examination. Result information will not be discussed over the phone.

If you listed an email address on your application, a message containing your user name and password will be sent to you from CPScontact@cpshr.us. Receipt of this message indicates we have processed your application.

This message is automatically generated and may not clear any “spam” filters. In this case, the message is likely to be in your “junk” mailbox. Exam results will be ready approximately 15 business days after the exam date.

To view your results notification online, select the “My Account” link located in the toolbar on the right side. Once logged in, select “View Notifications” to see a copy of your exam results letter. Exam results are available approximately 15 business days after the exam date.




What do I do after I pass the Notary test?


Fingerprints are submitted after you pass the state examination. Details are mailed with your testing results. You will need to submit fingerprints via live scan to the Department of Justice and FBI for your thorough background check. Click here for live scan fingerprint locations throughout California. Once you have done this you will wait for your commission paperwork to arrive (8 to 12 weeks from exam date). For renewing notaries, the commission paperwork for the new commission will be mailed out no sooner than 1 month prior to commission expiration.




Do I need any Notary supplies?


Yes, you will need to order your official Notary Public stamp and journal. You can not notarize any documents until you obtain your Notary Public seal and journal. Order your Notary Public Stamp and Journal




Do I need a bond?


Yes, you must obtain a Notary Public Bond. The bond is for the required four year term and $15,000. You must obtain your bond before you are sworn in as a Notary Public at your County Clerk Recorders office. Do not delay, you have only 30 days from the date of the Secretary of State's mailing to obtain your bond and be sworn in as a Notary. Notary Public Bond




How do I keep my commission?


To renew your commission, you will need to take a 3 hour mandatory course every four years. The 3 hour course has all the same knowledge points as the 6 hour course. Therefore, Platinum Professional Services only offers the 6 hour course. You then will be required to take the exam, and submit live scan fingerprints. Learn more about our California Notary Class





CPA FAQs

What is an Enrolled Agent?


An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.




What does the term “Enrolled Agent” mean?


“Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department.




How can an Enrolled Agent help me?


Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.




What are the privileges of an Enrolled Agent?


The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by the Department of Treasury’s Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the Enrolled Agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.




What are the differences between EA’s and other tax professionals?


Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).




How do I become an Enrolled Agent?


There are two tracks to become an IRS Enrolled Agent, which are outlined in Treasury Department Circular 230, Regulations Governing the Practice of Attorneys, Certified Public Accountants, Enrolled Agents, Enrolled Actuaries, and Appraisers, before the Internal Revenue Service. All candidates are also subjected to a rigorous background check conducted by the IRS. The IRS website also provides information on the enrollment process. Prometric administers the exam process for IRS. The two tracks are: 1. You can become an enrolled agent by demonstrating special competence in tax matters by taking a online Enrolled Agent examination administered by Prometric. This track requires that you:

  • Apply to take the Special Enrollment Examination (SEE); see below
  • Achieve passing scores on all parts of the SEE;
  • Apply for enrollment on Form 23; and
  • Pass a background check to ensure that you have not engaged in any conduct that would justify the suspension or disbarment of an attorney, CPA, or enrolled agent from practice before the IRS.
2. You can become an enrolled agent by virtue of past service and technical experience with the IRS that qualifies you for enrollment. This track requires that you:
  • Possess the years of past service and technical experience specified in Circular 230;
  • Apply for enrollment Form 23; and
  • Pass a background check to ensure that you have not engaged in any conduct that would justify the suspension or disbarment of an attorney, CPA, or enrolled agent from practice before the IRS
Full information about how to register for the SEE can be found at http://www.prometric.com/IRS. There are three parts of the exam, which are: Part 1 – Individuals Part 2 – Businesses Part 3 – Representation, Practice and Procedures For quick reference, here are a few key details about the exam:
  • Exams will be offered May 1 through February 28 of each year. There is no testing in March or April.
  • Candidates may schedule each part of the exam at their convenience, in any order. It is not required to take all parts in one sitting.
  • Exam fees are $184.97 per part.
  • Prometric maintains approximately 300 test sites throughout the US and internationally. To enter the testing facility, you must present a valid, government-issued identification card containing both your signature and picture.
  • Each part of the new exam will have about 100 questions, along with a small number of experimental questions that will not be scored (you will not know which questions will count towards your score and which are included to gather statistical information on questions prior to being added to the exam).
The exam includes three types of multiple choice questions: direct question, incomplete sentence and all of the following except.
  • Exam results are scaled, by calculating the number of questions answered correctly from the total number of questions asked and converting to a scale that ranges from 40 to 130.
  • Test results are available immediately following the exam. Candidates who pass are not told their score, simply that they passed. Candidates who fail will be told their score, as well as diagnostic information to help prepare for re-examination.
  • Candidates who do not pass a part of the exam after four attempts during the May 1 through February 28 test window must wait until the next testing period before attempting the part again.
  • Candidates have a two year window from the time they pass the first part to pass the other two parts of the exam.




How can I prepare for the Exam?


With our EA Exam Review Course, you will study and review the tax knowledge required to successfully pass the IRS Enrolled Agent Exam (also known as the Special Enrollment Examination or the SEE). The course will highlight to you those subjects that you may need to gain additional knowledge in, and covers all of the key areas of taxation that is covered by the exam including individual returns, business entity returns, practice before the IRS and tax practitioner ethics. Enrolled Agent Exam Review Course




How do I keep my license?


Enrolled Agents renew their license on a staggered schedule, based on the last digit of the enrolled agent’s social security number. The current fee for renewal is $30 per year. To be eligible for renewal for the enrollment cycle, Enrolled Agents must complete 72 continuing professional education (CPE) credit hours for the three year cycle, with a minimum of 16 CPE per year. Two CPE credit hours per year must be in Ethics. Platinum Professional Services offers Continuing Professional Education (CPE) Tax Courses that are designed to enhance an Enrolled Agents professional proficiency in federal taxation or federal tax related matters. EA Continuing Professional Education (CPE) Courses





 
 
 
 
 

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