Navigating California taxes for the Non-CA tax professional

This is not an all-inclusive California tax course. Instead, it is my personal “top hits” list of the common differences, intricacies, and potential problem areas tax professionals should understand when getting started with California returns.

Inside the course, you’ll learn how to:

• Recognize common differences between Federal and California tax law
• Identify California-specific adjustments on individual tax returns
• Navigate frequently encountered California residency and filing issues
• Understand key considerations when preparing California business returns
• Navigate researching California business registrations 
• Spot common mistakes before they become notices or client problems
• Approach California returns with greater confidence
• Know when an issue may require additional research or specialized guidance

This course is for you if:

• You prepare returns for California clients but are not based in California
• You are adding California tax preparation services to your practice
• You manage or train team members who are new to California returns
• You want a practical introduction without being overwhelmed by every possible California tax rule
• You want to strengthen your review process for California individual and business returns