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All professionals

The following professionals can take our CPE courses for credit.

Click on the professional title to view details about specific CPE course requirements.

Professional Tax Preparer (PTP)

The Professional Tax Preparer (PTP) designation certifies individuals in personal and business tax return preparation.  The Professional Tax Perparer Program consists of four training modules, followed by the certification exam.  This program and certification was developed by Universal Accounting.  Universal Accounting was founded in 1979 and provides training for small business accounting and tax services and has created the following certifications:

How to become a Professional Tax Preparer

To achieve the Professional Tax Preparer designation, you must complete over 100 hours of training using a Universal Accounting home study, instructor supported correspondence course which covers:

  • Establishing the tax foundation
  • Becoming a 1040 expert
  • Profitable business returns
  • Building a successful tax practice
 
Students must pass a multiple choice final exam with a 90% or better grade. If an adequate score is not achieved at your first sitting, you are allowed to retake the test after 7 days.
 
 
After passing the exam, you receive a certificate of completion, as well as the PTP logo which you can add to your business cards, stationery and website.
 

Continuing Education

The Universal Accounting Professional Tax Preparer program does not require continuing education in order to maintain your certification. All CPE is optional, however you are encouraged to recognize the importance of professional education in maintaining and improving tax preparation skills as well as staying up to date on current tax laws.

UA does not require periodic renewal of the Professional Tax Preparer certification, and there is no deadline for completion of continuing education.

Accordingly, FunCPE courses in the following subject areas are recommended for CPE for PTPs:

  • Taxation
  • Advisory Services

We welcome Professional Tax Preparers to our site and would like to serve your needs better. Please contact us with any suggestions for new course topics for PTP CPE specifically.

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California Tax Education Council (CTEC)

FunCPE does not currently offer CTEC courses to California tax preparers.  We have partnered with our friends at TaxCourseCentral.com to offer students access to CTEC approved courses.  

California law requires anyone who prepares (or assists with) tax returns for a fee, and is not an attorney, Certified Public Accountant (CPA) or Enrolled Agent (EA), to register as a tax preparer with CTEC.