How to Become a CTEC Registered Tax Preparer

What is a Tax Preparer?

The Internal Revenue Services defines a "tax return preparer" as "an individual who, for compensation, prepares all or substantially all of a federal tax return or claim for refund".

What are the fees to obtain a PTIN?

For 2021, the IRS has set a $21 fee per PTIN application or renewal (plus a $14.95 fee payable to a contractor).

What is the difference between an Enrolled Agent and an AFSP Record of Completion Holder?

An Annual Filing Season Program (AFSP) Record of Completion Holder may only represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service. They cannot represent clients whose returns they did not prepare and they cannot represent clients regarding appeals or collection issues even if they did prepare the return in question.

How do I become a California Registered Tax Return Preparer?

To become a Tax Preparer in California you must follow the state guidelines. The state of California requires all paid Tax Preparers to take and pass a California Registered Tax Preparer 60 hour Qualifying Tax Course as well as:

  • Pass a criminal background check and submit fingerprint images to CTEC
  • Obtain and maintain a $5,000 tax preparer bond
  • Obtain A Preparer Tax Identification Number
  • Register with the California Tax Education Council (CTEC)

Once you do this you will become a California Registered Tax Preparer CTRP. In addition, you will be required to complete 20 hours of continuing professional education annually.

Platinum is approved by the California Tax Educational Council CTEC to offer the CTEC California approved 60 hour Qualifying Tax Course as well as CTEC approved Continuing Professional Education Tax Courses.

How do I keep my registration current in California?

The California Tax Education Council (CTEC) requires that you complete 20 hours of continuing professional tax education CPE by October 31st of each year. Once you complete our CTEC Continuing Professional Education Tax Course you will receive a Certificate of Completion. Platinum will report your completion to CTEC electronically. You will then be able to register online at The fee is $33.00 to register with CTEC. Those who register with CTEC after October 31st will have to pay a late fee of $55. Additionally, CRTPs who do not renew their registration by January 15 will have to re-take the 60-hour qualifying education course and register as a new CRTP.

Course Features

We offer reliable, superior, quality tax classes at an affordable cost. Our IRS, CTEC, Maryland, and Oregon approved online tax preparation courses will provide you with the knowledge to excel as a tax professional. Platinum Professional Services Income Tax School is the only company to offer state supplements to further enhance your education. It does not get better than this. Learn how to become a tax preparer with our income tax class that will give you the confidence needed in obtaining the tax knowledge to prepare individual tax returns.   

Platinum Professional Services offers automatic grading, feedback on your missed quiz questions, printable e-books conveniently located within each tax preparation course and unlimited tries to pass the quizzes and final exam(s)*. We even offer full instructor support with each tax preparer course. Our tax preparation classes are available to you for six months (180 days) upon purchase and will expire after the six month term. Note: Enrolled Agent Exam Review Courses and Notary Public training classes expire after one year. Learn 24/7, online and your own pace. Best of all, your certificate of completion is emailed you immediately following the successful completion of the tax preparer class (*Note: The 6 hour AFTR course is limited to 6 attempts).

With Platinum Professional Services there is no confusion, only a direct path to success. Feel free to discover the most proficient way to deepen your education and be efficient, all while saving you time and money. Here at Platinum Professional Services, we make it easy for you without any added obstacles. Everyone wants to simplify their life and finally, we have the way.