Classified Ads

Are you a tax professional seeking employment?
Are you looking to buy or sell a tax practice?
If you would like to place an ad, click here to download the form. Click on an ad's title to view the complete ad information.

Practice for Sale - Palo Alto Area 

11/12/2020 
   Selling Palo Alto area tax practice. Gross annual revenue of $275,000. Asking $325,000. Willing to transfer all or part of this high-quality clientele. Approximate annual net income of $250,000.
   

Help Wanted - Seasonal Tax Preparer - Burlingame 

10/21/2020 
   CPA firm seeks tax preparer for 2020 season, Feb. - April 2021. Preparation of federal and state individual and trust tax returns. Full-time and part-time hours available. Knowledge of Lacerte, UltraTax and Excel a plus.
   

Help Wanted, Office Space Available - Tax Pro with Accounting Skills to Buy Practice - Seal Beach 

9/9/2020 
   Are you interested in owning your own tax, accounting and financial practice? I am a CPA, CFP, LPL Financial representative seeking the right individual to work with me and eventually buy my practice in Seal Beach, CA.
   

Continuing Education (CE) Requirements

Annual CE Requirements


Enrolled Agents

In order to maintain the license, enrolled agents must complete 72 hours within a 3-year cycle based on the last digit of their social security number. The IRS CE reporting period is by calendar year, January 1 through December 31. The IRS enforces a 16-hour minimum per year, and requires 2 hours on Ethics per year. Learn more.

Attorneys

California State Bar attorneys who are certified legal specialists in the area of Taxation Law must obtain 36 MCLE hours and must report their legal specialist education every three years. Learn more.

Certified Financial Planners (CFP)

CFP® professionals are required to complete 30 CE credit hours each two-year reporting period: 28 credit hours of General CE and 2 credit hours of CFP Board-approved Ethics CE. Learn more.

Certified Public Accountants (CPA)

CPAs are responsible for complying with all applicable CE requirements, rules and regulations of state boards of accountancy. Learn more about the CE requirements for CPAs by state.

CTEC Registered Tax Preparer (CRTP)

CRTPs must obtain 20-hours (10 hours federal tax law, 3 hours federal tax update, 2 hours of Ethics and 5 hours for State) of continuing tax education each year and must renew by October 31. Learn more .

CSEA

CSEA CE requirements exceed the Internal Revenue Service’s standards: Full Members and CA EA associates must acquire 30 hours of CE per calendar year.