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Requirements for California tax preparer (Out of state CPA)

PepeRoni
Level 2

Hello.

I am a Virginia CPA, and currently preparer taxes for VA residents/corporations only. Recently, a California corporation contacted me to prepare its 2023 income tax return (10% income from CA, 90% income outside USA). I am trying to determine if I fulfill the California requirements for tax preparers. I found some info at:

https://www.ftb.ca.gov/tax-pros/california-tax-education-council.html

1. Does the CTEC registration requirements apply to preparers that reside in California only? 

2. Is there any other requirements from the California Tax Franchise Board and/or the Department of Tax and Fee administration? (or other department/board)

Thanks.

 

 

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George4Tacks
Level 15
2 Comments 2
George4Tacks
Level 15
PepeRoni
Level 2

Thanks for your help.