The income tax courses below meet both the 20 hour continuing education CPE requirement for California Tax Preparers under the guidelines of the California Tax Education Council (CTEC) and the 15 hour IRS CE education guidelines for the AFSP Record of Completion.

Please note, if you have already completed Platinum Professional Services 15 hours of IRS federal CE, you can purchase and take our 5 hour California only CE course and we will report 20 hours of completed CE to CTEC. If you need to purchase the California State Only Course, click this link: California State Supplement 5 Hour CE Course. If you have not yet purchased a California CE course click the following link: CTEC CE 20 Hour Tax Course.

Platinum’s tax courses are available to you for six months upon registration. Our current tax courses are based on the IRS' most recently available tax laws, forms and schedules. We provide all students with tax updates throughout the year on our Platinum Blog site.

Platinum Professional Services tax courses offers automatic grading, feedback on your missed questions, reading material conveniently located within each tax course with an option to print it out if you prefer to work offline and unlimited tries to pass the quizzes and final exam(s). We even offer full instructor support. Learn 24/7, online and at your own pace. Best of all, your Certificate of Completion is emailed to you immediately following the successful completion of the tax course. Platinum will then report your completion electronically to the IRS.

Please note: Exempt or credentialed tax return preparers include IRS Registered Tax Return Preparers (RTRPs), Oregon, California CTEC and other state based return preparers required to pass a testing program, CPAs, attorneys and enrolled agents (EAs). Please note that residents of California, Oregon, and Maryland are required to complete a state registered tax preparation course. For the California Tax Education Council, Oregon, and Maryland, click the following links: CTEC Registered Tax Preparer CE Courses,Oregon Licensed Tax Preparer CE Courses,Maryland-IRS AFSP CE Courses. Platinum also offers IRS approved continuing professional education courses (CPE) for Enrolled Agents and continuing professional education (CPE) courses for CPAs that meet most state requirements. For EAs and CPAs click the following links: Enrolled Agent CPE Courses or CPA CPE Courses.

If you are a non-exempt or non-credentialed tax preparerer in any other state, you will need to purchase a CE course that includes the AFTR Course with comprehensive test. Link here for courses that meet this requirement: IRS AFSP Courses including AFTR Course.


  • The CTEC tax course is designed for tax preparers who are looking for a tax course that will meet both the 20 hour CTEC and 15 hour IRS Continuing Professional Education Income Tax Course requirement. This tax course (CTEC Provider #2052 and IRS Provider #JK8E2) is actually four tax classes in one. Tax Class #1 covers the personal income tax return including Form 1040 and related schedules and forms. Topics include income, adjustments to income, tax credits and tax payments (IRS course #JK8E2-T-00081-17-S), and provides ten hours of CE credit. Tax Class #2 covers 2017 personal tax updates. Topics include the Non-Business Energy Property Credit, IRAs, capital gains (including the new form 8949), and standard mileage rate updates (IRS course # JK8E2-U-00080-17-S), and provides three hours of CE credit. Tax Class #3 covers ethical issues for the tax practitioner. Issues involving the possession of tax records, charging of fees for the preparation of taxes and when is a tax practitioner acting in a disreputable or incompetent manner, are reviewed (IRS Course # JK8E2-E-00078-17-S), and provides two hours of CE credit. The first three combined classes will meet the IRS requirement for the minimum number of CE credit hours for 2018 including the tax updates and ethics requirements. Tax class #4 covers the California Franchise Tax Board form 540 and provides an additional 5 hours of CTEC CE credit (CTEC Course #2052-CE-53) completing the 20 hour CE requirement. A series of 200 quiz review questions will then test your understanding of key topics. In addition, one final exam of 100 questions will be given at the end of the course.

  • The CTEC tax course is designed for tax preparers who are looking for a tax course that will meet both the 20 hour CTEC and 15 hour IRS Continuing Professional Education Income Tax Course requirement. The tax course (CTEC provider #2052 and IRS Provider # JK8E2) is actually four tax classes in one. Tax Class #1 covers small business tax and depreciation. Tax topics include Schedule C; Business Income and Expenses, and Depreciation - Form 4562 (IRS Course #JK8E2-T-00082-17-S) and provides ten hours of CE credit. Tax Class #2 covers 2017 personal and business tax updates. Topics include the Non-Business Energy Property Credit, capital gains (including the new form 8949), standard mileage rate updates and the Small Business Health Care Tax Credit (IRS course #JK8E2-U-00080-17-S) and provides three hours of CE credit. Tax Class #3 covers ethical issues for the tax practitioner. Issues involving the possession of tax records, charging of fees for the preparation of taxes and when is a tax practitioner acting in a disreputable or incompetent manner, are reviewed (IRS course#JK8E2-E-00078-17-S) and provides two hours of CE credit. The first three combined classes will meet the IRS requirement for the minimum number of CE credit hours for 2018 including the tax updates and ethics requirements. Tax Class #4 covers the California Franchise Tax Board form 540 and provides an additional 5 hours of CTEC CE credit (CTEC Course #2052-CE-55) completing the 20 hour CE requirement. A series of 200 quiz review questions will then test your understanding of key topics. In addition, one final exam of 100 questions will be given at the end of the course.

  • The CTEC tax course is designed for tax preparers who are looking for a tax course that will meet both the 20 hour CTEC and 15 hour IRS Continuing Professional Education Income Tax Course requirement. This tax course (CTEC Provider #2052 and IRS Provider #JK8E2) is actually four tax classes in one. Tax Class #1 covers business entities tax topics including partnerships and C and S corporations (IRS course #JK8E2-T-00083-17-S), and provides ten hours of CE credit. Tax Class #2 covers 2017 personal and business tax updates. Topics include the Non-Business Energy Property Credit, IRAs, capital gains (including the new form 8949), and standard mileage rate updates (IRS course # JK8E2-U-00080-17-S and provides three hours of CE credit. Tax Class #3 covers ethical issues for the tax practitioner. Issues involving the possession of tax records, charging of fees for the preparation of taxes and when is a tax practitioner acting in a disreputable or incompetent manner, are reviewed (IRS course #JK8E2-E-00078-17-S) and provides two hours of ethics CE credit. The three combined classes will meet the IRS requirement for the minimum number of CE credit hours for 2018 including the tax updates and ethics requirements. Tax Class #4, The California Franchise Tax Board form 540, is also covered in this course providing an additional 5 hours of CTEC CE credit (CTEC Course #2052-0054) completing the 20 hour CE requirement. A series of 200 quiz review questions will then test your understanding of key topics. In addition, one final exam of 100 questions will be given at the end of the course.

  • The CTEC tax course is designed for tax preparers who are looking for a tax course that will meet both the 20 hour CTEC and 15 hour IRS Continuing Professional Education Income Tax Course requirement. Our tax course (CTEC Provider #2052 and IRS Provider #JK8E2) is actually four tax classes in one. Tax class #1 covers advanced topics including Estates and Trusts. Topics include estate and gift tax returns, a summary of the most common trusts, the IRS appeals process, abusive and frivolous tax schemes, and military and international taxpayer topics (IRS Course #JK8E2-T-00084-17-S) and provides ten hours of CE credit. Class #2 covers 2017 personal and business tax updates. Topics include the Non-Business Energy Property Credit, IRAs, capital gains (including the new form 8949), and standard mileage rate updates (IRS course # JK8E2-U-00080-17-S and provides three hours of CE credit. Tax Class #3 covers ethical issues for the tax practitioner. Issues involving the possession of tax records, charging of fees for the preparation of taxes and when is a tax practitioner acting in a disreputable or incompetent manner, are reviewed (IRS course #JK8E2-E-00078-17-S) and provides two hours of ethics CE credit. The three combined classes will meet the IRS requirement for the minimum number of CE credit hours including the tax updates and ethics requirements. Tax Class #4, The California Franchise Tax Board form 540, is also covered in this course providing an additional 5 hours of CTEC CE credit (CTEC Course #2052-0057) completing the 20 hour CE requirement. A series of 200 quiz review questions will then test your understanding of key topics. In addition, a three part final exam consisting of 100 questions will be given at the end of the course.

  • The CTEC tax course is designed for tax preparers who are looking for a tax course that will meet the five hour CTEC State Tax Continuing Professional Education Income Tax Course requirement. Please note, this course is not eligible for IRS CE course credit as this is a State only tax course. This course will only meet the CTEC California State tax requirement for five hours of continuing education.