Individual Tax Professional Certificate of Specialization

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Related Degrees & Certificates

Program	Units
AA Associate in Arts Degree Program
Accounting	60 units
CA Certificate of Achievement
Accounting	23.5 units
CS Certificate of Specialization
Accounting Assistant	10 units
Accounting Essentials for Business Professionals	6 units
Advanced Accounting Knowledge	12 - 15 units
Enrolled Agent Exam Preparation	13 units
Personal Financial Planning	6 units
Tax Preparer I	11 units
Tax Preparer II	15.5 units

Career Opportunities

This certificate prepares students to start their own tax preparation business or to work as specialized tax preparers in CPA and EA firms.

Program Learning Outcomes

Students completing this program will be able to:

Understand the relevant concepts and applications of accounting needed to succeed in future accounting classes and in the workplace.
Demonstrate knowledge of ethical standards established by relevant professional organizations.

Recommended high school preparation

Coursework in Mathematics, English, and use of microcomputers, including spreadsheet and word processing applications.

University Transfer Program

Use Assist to identify lower division major preparation for Business and Accounting for the California State University and the University of California systems. For independent or out-of-state colleges and universities use their catalogs to locate this information. Transfer Services can assist you to gather this information.

Meet with a CSM counselor to discuss how to achieve academic goals and to develop a comprehensive student educational plan (SEP).

University Transfer Program
60-70 transferable units

California State University
University of California
Independent Colleges and Universities

For students who wish to transfer as a Business Administration major, refer to Business.

Program Overview

The Certificate of Specialization in Individual Tax Professional Program provides students with the knowledge that is essential for being successful in preparation of taxes for individuals and bookkeeping for a small business.

Program Requirements

Requirements

Required Core Courses: 14.5 units		Units
ACTG 100	Accounting Procedures	3 units
ACTG 144	QuickBooks: Set-up and Service Business	1.5 units
ACTG 175	Volunteer Income Tax Preparation	2.5 units
ACTG 181	Taxation of Individuals Using Tax Software	4 units
ACTG 262	Depreciation, Business & Repair Expenses	0.5 units
ACTG 263	Taxation of Small Business	0.5 units
ACTG 264	Lacerte Tax Software Basics	0.5 units
ACTG 265	Taxation of Rental Real Estate	1 unit
ACTG 276	VITA Intermediate	1 unit

Required Selective Courses: 1 unit (select from the following courses)		Units
ACTG 277	VITA Advanced	1 unit
	OR
ACTG 261	Tax Research & IRS Representation	0.5 units
	AND
ACTG 266	Tackling K-1s and Common Tax Deductions/Credits	0.5 units

Total Required Units: 15.5