Media Room

For media inquiries, please contact Gigi Jones at gjones@ctec.org or call 916.296.6913.

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Blog

Stay updated on CTEC requirements and podcast episodes.

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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

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

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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

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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

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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,

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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

Press Releases

Get CTEC updates and taxpayer tips.

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10 Apr 2025

How to Report Tax Scams and Tax Preparer Fraud

The California Tax Education Council provides tips on how to report questionable tax preparers.
04 Mar 2025

You’re Facing an Issue with Your Tax Preparer. Now What?

A victim of tax preparer fraud shares his story with the California Tax Education Council.
los angeles wildfire
31 Jan 2025

Los Angeles Wildfire Victims Should Beware of Tax Scammers

Taxpayers and businesses need to be vigilant about scammers pretending to be tax preparers.
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21 Mar 2024

The Scary Truth About Ghost Tax Preparers

Promising big refunds or not signing client tax returns are some of the most common red flags.
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22 Feb 2024

Common Ways Scammers Steal Your Tax Refund

The first sign your tax preparer is questionable often starts with taking a piece of your tax refund.
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25 Jan 2024

How to Know if Your Tax Preparer is Legitimate or a Fraud

Promising big refunds or not signing client tax returns are some of the most common red flags.

Taxpayer Tips

Learn how to choose a tax preparer and avoid fraud.

In California, only California certified public accountants, attorneys with the State Bar of California, tax preparers registered with CTEC, or enrolled agents with the IRS can prepare tax returns for a fee. All professionals should willingly provide proof of their license, enrollment, or registration. CTEC registrants are required to have their certificate in a visible location.

CTEC Registered Tax Preparers (CRTPs)
  • Look for a CTEC certificate in their office
  • Search “Verify a Preparer” on the CTEC website or call 877.850.CTEC (2832)
  • Ask to see proof of a $5,000 surety bond
Certified Public Accountants (CPAs)
  • Look for a wall certificate in their office
  • Go to cba.ca.gov and click on “License Lookup”
Enrolled Agents (EAs)
  • Look for a wall certificate in their office
  • Call the IRS Office of Professional Responsibility at (313) 234-1280 or verify through the IRS website at irs.treasury.gov/rpo/rpo.jsf
Attorneys
  • Look for a wall certificate in their office
  • Go to calbar.org and click on “Attorney Search”

Reasonable fees vary, but the cost of the tax preparation should never be based on the refund amount. It should be based on the complexity of your tax return.

Don’t be shy. Filing your tax return is the most important financial transaction you do each year. It is important you feel comfortable with the professional you hire.

Legitimate tax preparers will be available for clients year-round.

Refunds should go directly to you. Beware of tax preparers who claim refunds should go to their bank account instead of yours.

The answer should always be YES. Paid tax preparers are also required to obtain an IRS Preparer Tax Identification Number (PTIN) and include it on all tax returns they prepare for clients. Tax preparers who sign tax returns with a business label should also be questioned. A signature (typed or handwritten) and PTIN is required. Business labels do not meet federal or state standards.

More tips and warning signs
  • Anyone advertising guaranteed refunds may not be a reputable tax preparer. The only guarantee a tax preparer can provide is that you will either pay the least amount owed or get the most amount allowed based on current tax laws.
  • Beware of tax preparers who take a percentage of your refund as compensation.
  • The tax preparer should offer you an opportunity to ask them questions about your tax return before you sign.
  • Double check if your name, address, and social security number(s) are accurate. Also review the list of deductibles and dependents. This is where most fraud happens. In the most obvious lists. You may not know tax law, but you know your life. Always double check.
  • Do not be embarrassed to ask questions.
  • Verify they will assist you with any letters from the IRS or California Franchise Tax Board (FTB).
  • The filed tax return should be completed by a computer, typewriter, or written in ink—not in pencil.
  • Never sign a blank tax return.
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Podcasts

Download the Taxpayer Beware podcast. Also available in Spanish. To hear all seasons in English, visit taxpayerbeware.org. To hear all seasons in Spanish, visit contribuyentecudese.org.

Podcasts – Tab/Radion Filter
Spanish
22:57

Tiene un problema con su preparador de impuestos. ¿Y ahora qué?

Una víctima de fraude comparte su historia. Escuche qué hacer si esto le sucede a usted.
Spanish
27:28

Cuidado con las estafas fiscales en redes sociales

Fernando Angell conversa con Kenji Chavez, Enlace Senior con Partes Interesadas del IRS, para identificar las formas en que los estafadores utilizan las redes sociales para engañar a sus víctimas, cómo detectar una estafa y más.
English
17:20

Avoiding Social Media Scammers

Christella Sanchez, Senior Stakeholder Liaison with the IRS, joins Ray Davis on Taxpayer Beware to discuss how to avoid social media tax scams.
English
31:19 min

Beware the Scam: A Tax Fraud Victim’s Story

Tom O’Saben & Rebecca Landeros join Ray Davis on Taxpayer Beware to discuss the story of a real-life victim of tax fraud, & learn from his mistakes.
English
09:13 min

What to Know About Disaster Relief Fraud

Rebecca Landeros joins Ray Davis to discuss tax scams after disasters, spotting fake preparers, and how to report fraud to stay safe during tough times.
English
30 min

Disaster Relief Tax Scams

If you’re a victim of the LA wildfires, beware of scammers posing as professional tax preparers.

Videos

Get quick tips on how to choose a tax preparer and avoid fraud.

Podcasts – Tab/Radion Filter
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Know Your Tax Preparer

Never assume. Always verify. Licenses or CTEC registrations can be suspended or revoked without notice to you.
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Conozca A Su Preparador De Impuestos

Siempre verifique el estatus legal de un preparador de impuestos cada año. ¡Las licencias y registros pueden ser suspendidos o revocados sin previo aviso!
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If you pay, they must sign.

Tax preparers who charge a fee to do your taxes, but never sign your tax return are breaking the law.
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Si Usted Paga, Deben Firmar

Los preparadores de impuestos que cobran una tarifa por sus impuestos, pero nunca firman su declaración de impuestos están violando la ley.
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