Beware the Scam: A Tax Fraud Victim’s Story
We’re starting to get emails and calls from taxpayers who have listened to our podcast, and they’re sharing situations they faced. On this episode of Taxpayer Beware, host Ray Davis speaks with Tom O’Saben, Enrolled Agent, CTEC board member and Governmental Relations expert with the National Association of Tax Professionals, and Rebecca Landeros with the […]
What to know about disaster relief scams
In January, Governor Newsom announced that the California Franchise Tax Board (FTB) will provide state disaster tax relief for individuals and businesses impacted by the wildfires. This has raised concerns about scammers who may take advantage of victims seeking professional assistance with their tax returns to claim disaster refunds. Protecting taxpayers against fraud is one […]
How to Spot Tax Scams and Avoid Fraud
Understanding taxes is complicated. Hiring a tax professional can help, and it’s something millions of people do. But what if the tax professional you hire is actually a scammer? On the latest episode of Taxpayer Beware podcast, hosts Ray Davis and Fernando Angell, chat with Antonio Vazquez, of the California State Board of Equalization, to […]
Exempt or Not Exempt? Understanding CTEC Requirements…
If you prepare California returns out-of-state, do you have to be registered with CTEC? What about employees who assist a CTEC-registered tax preparer (CRTP) with client returns? Do they have to register? And what does the law say about data entry? Exempt or not exempt, that is the question on the latest episode of “Tax […]
Choosing the Right Tax Preparer
California is one of the few states that has set standards for tax preparers. By state law, only attorneys, CPAs, enrolled agents or those registered with CTEC are considered California approved. But out of those four professionals, how do you know which one is right for you? A lot of it depends on individual financial […]
Registration for New Preparers is Now Open
Registration for new applicants starts November 1, 20223. New registrants must also pass a background check before their application can be approved. California Business & Professions Code Section 22251.3 was amended to require new applicants who would like to become a CTEC Registered Tax Preparer (CRTP) to pass a criminal background check and submit fingerprint […]
CTEC Renewals Due October 31st
Registered as a tax preparer with CTEC? Reminder! If you plan to prepare tax returns for a fee during the 2024 tax season, you must renew your CTEC registration no later than October 31, 2023 to avoid late fees. Registrants who fail to meet the renewal deadline will have until January 16, 2024 to pay […]
