Just as a reminder, an individual preparing taxes for a fee may also be a licensed CPA with the California Board of Accountancy (www.dca.ca.gov/cba), an Enrolled Agent (www.irs.gov), or an attorney (www.calbar.ca.gov). You may wish to check the websites indicated to be sure the individual in question is not a CPA, EA or attorney, and, therefore, exempt from registering with CTEC. If you have any questions or concerns feel free to contact CTEC.
California law says only an Attorney, Certified Public Accountant (CPA), CTEC Registered Tax Preparer (CRTP) or Enrolled Agent (EA) can prepare tax returns for a fee. Learn More >
Did you know California is one of the few states to have set requirements for paid tax preparers? Before you hand over your private tax information, get tips on red flags to know and how to find a legal tax preparer. Learn more >