|
In This Issue...
- From the CSTC President
- 2023 Summer Symposium - Save the Date!
- Verifyle Demo for CSTC Members
- January Events
- Welcome New CSTC Members
- Legislative Advocacy
- News from the IRS
- Join CSTC!
CSTC Member Benefits
CSTC members have access to benefits such as free payroll processing services for your tax practice, and the opportunity to earn new revenue through their flexible partnership options.
CSTC is pleased to include the VeriFyle ProTM premium secure online document and message sharing service at no cost to CSTC members!
Wolters Kluwer: Discounts on Tax, Accounting & Audit Resources, Software, Information & Services.
CSTC members receive the TaxBook WebLibrary at a special price
Other Member Benefits Include:
$ Savings on all Society Educational Events
$ Savings on Contact, Correspondence & Self Study Education
$ Savings with member specialty CSTC Connects (previouslyYellow Pages) list
$ Savings with E & O Insurance, plus specialty coverage relevant to your profession
$ Online CSTC Find-a-Tax Consultant search to help promote your business!
$ CSTC Member Listserv
Office Depot has partnered with us to provide exclusive savings in-store and online, plus fantastic additional benefits. This program is all about providing preferred pricing to our clubs, and the savings extend to almost every item.
Savings include 20% to 55% off item office supply core list, 20% to 55% off retail on cleaning & break room items, 10% off branded; 20% off private brand ink & toner core list, Average 10% off retail on 200 technology core items, Free next-day shipping on orders of $50 or more, and SIGNIFICANT savings on copy & print. Become a CSTC member to sign up for our Office Depot Small Business Savings Program, administered by Excelerate America.
We are a professional full-service tax advisory firm in San Diego. Our goal is to provide a level of service for our clients that will exceed expectations in every possible way. We strive to offer a diverse level of services to meet the needs of the diverse community we have been working in for more than 30 years.
TaxMama's® EA Exam Course prepares tax professionals to do so much more than just pass the IRS' Special Enrollment Examination. This is an in-depth course that teaches tax law from the ground up. It explains how tax returns work, with examples of basic 1040s, Schedule Cs, 1065s, 1120s, and 1120Ss; you learn tax law, tax research, client representation for audits, appeals and collections.
If you are interested in buying or selling a practice, contact us today! ATB is operated by Enrolled Agents ensuring a complete understanding of our profession. Please give us a call at (855) 428-2225 or visit us online at www.ATBCAL.com for more information and to view our current listings.
CA DRE 02002824
CSTC Mission Statement
CSTC advances professionalism within the tax industry by:
- Providing quality education
- Creating networking opportunities
- Advocating professional standards
|
President's Column
A row of new pencils, freshly sharpened. A brand new eraser, untouched. A shiny, new pencil box to hold them. A pristine notebook, waiting to be written in. I’m all ready for the new school year to begin. And I can hardly wait!
That same feeling of anticipation washes over me now as I flashback to the excitement and anticipation I would feel at the beginning of each school year. Armed with my new supplies, I could hardly wait for school to begin. Surprisingly, the thing that caused that feeling of anticipation to bubble up in me today was the beginning of tax season!
Sure, tax season can be grueling. There will be lots of work and plenty of frustration. But as I sit here at the threshold, there’s a kind of exciting anticipation as well. How will the season go? What new situations will I see with my clients? Will my systems work well to get the returns processed timely? My supplies now consist of toner and copy paper, software programs and forms, but there’s still a newness to those blank forms waiting to be completed.
My policies have been updated, and my engagement letters prepared. My checklists have been revised and my log sheets are ready to go. I’ve reviewed the new law changes, and my reference materials are at the ready. I’ve even done a deep cleaning and some rearrangement of my office to make it more comfortable and more efficient.
So I take a few minutes to embrace this feeling – everything new and complete and ready to go, and a sense of anticipation and expectation. The anticipation of talking to and catching up with my clients. The satisfaction of saving them tax. The sense of achievement from completing a difficult tax return. The fulfillment from a job done well.
How refreshing it is to feel anticipation instead of dread, expectation instead of trepidation! I hope you too feel a heightened anticipation as we head towards tax season. Let’s change our focus from anxiety and apprehension to pleasure and fulfillment!
And don’t forget the resources CSTC has to make your tax season easier and therefore more enjoyable, including a free subscription to Verifyle secure email to protect your clients’ personal information, and a discount on The Tax Book reference materials. And, best of all, the ability to reach out to other CSTC members with your questions.
So let’s embrace it! Here’s to an exciting, satisfying, and enjoyable tax season!
Linda Dong
CSTC President
Save the Date for the 2023 Summer Symposium!
The California Society of Tax Consultants (CSTC) provides quality tax education for tax professionals, including CTEC-registered preparers, Enrolled Agents, CPAs, and attorneys. CSTC’s premier education event is the Summer Tax Symposium.
The 2023 Symposium will be a live event held June 11 through June 14, 2023 at the Sahara Hotel in Las Vegas, Nevada! Keep an eye on your emails for information about registration and more!
Verifyle Demo for CSTC Members
Take advantage of this free benefit for all CSTC members!
As you may have heard, CSTC and Verifyle have partnered to offer all CSTC members access to Verifyle ProTM, Verifyle’s premium secure online file sharing and messaging service at no cost to members.
Verifyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology available on the web (Cellucrypt®), using six unique encryption keys for each individual item stored or shared in Verifyle.
Not only does Verifyle help to keep your communications private and secure, it also provides a polished and professional way to present yourself to existing and prospective clients.
As a part of your free Verifyle Pro account, you’ll have unlimited access Verifyle’s digital signatures capability, where you can request to have your clients sign, date and initial documents inside Verifyle.
Information regarding this training has been emailed out to CSTC members. If you did not receive the information, please email [email protected].
Calendar of Events
January 2023
January 4, 2023
Situational Social Security
San Jose Chapter Virtual Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
January 5, 2023
Update for 2022 Returns!
Hosted by the San Diego Chapter
Materials provided by Brass Tax Presentations
8 hours federal tax update
Click here to learn more and register
January 6, 2023
Update for 2022 Returns!
Hosted by the East County San Diego Chapter
Materials provided by Brass Tax Presentations
8 hours federal tax update
Click here to learn more and register
January 7, 2022
Update for 2022 Returns!
Hosted by the North County San Diego and Temecula Valley Chapter
Materials provided by Brass Tax Presentations
8 hours federal tax update
Click here to learn more and register
Tax Year 2022 Update Workshop
Inland Empire Chapter In-Person Workshop
2 California hours (Topics covering California law issues)
6 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
January 10, 2023
Taxbook & Ethics
Central Valley Chapter In-Person Meeting
6 Federal Law hours (Topics covering existing tax law)
2 Ethics hours (Topics meeting the ethics requirements under Cir 230)
Click here to learn more and register
January 11, 2023
Schedule K2/K3 Update
San Francisco Bay Chapter Virtual Meeting
2 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
January 14, 2023
2022 Federal & California Update (part one of two, continued on January 21)
San Jose Chapter Virtual Meetings
2 California hours (Topics covering California law issues)
Click here to learn more and register
January 17, 2023
Update for 2022 Returns!
Hosted by the Central Valley Chapter
Materials provided by Brass Tax Presentations
8 hours federal tax update
Click here to learn more and register
January 19, 2023
Tax Updates and Getting Ready for Tax Season
Inland Empire Chapter Virtual Meeting
2 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
January 20, 2023
Round Table
Temecula Valley Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
S-Corporation Forms 1120-S Tax Preparation Workshop
Hosted by the Region Four Chapters
4 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
January 21, 2023
2022 Federal & California Update (part two of two)
San Jose Chapter Virtual Meetings
4 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
January 25, 2023
Employee Retention Credit (ERC): Eligibility, 2020 vs. 2021, and IRS Guidance
San Jose Chapter Virtual Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
2022 Tax Update
Wine Country Chapter In-Person Meeting
2 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
Click here to view the CSTC calendar.
Welcome New CSTC Members!
Please help us by joining our newest CSTC Members!
Elvia Castaneda
Inland Empire Chapter
Jay Chhabra
San Jose Chapter
Daksha Dave
San Diego Chapter
Consuelo Hernandez
Inland Empire Chapter
Miguel Hernandez
San Diego Chapter
Anne Lew
San Diego Chapter
Kevin McDowell
San Jose Chapter
Victoria Menzies
San Jose Chapter
Simon Siu
San Jose Chapter
Diana Whipple
San Jose Chapter
Stephanie Winchell
Central Valley Chapter
Tomas Zarate
Central Valley Chapter
Congratulations to our new CSTC members!
Legislative Advocacy
CSTC has been the leading Association in supporting legislation to provide protection for our profession, to support our profession, and to enhance our profession. CSTC continuously leads our industry through legislative advocacy, educational opportunities, and professional inclusion.
CSTC works closely with a Legislative Consultant to keep an eye on important bills that would affect taxpayers and small business owners.
Please click here to view the bills that CSTC is currently monitoring.
Join the California Society of Tax Consultants!
Click here to fill out an online application.
CSTC advances professionalism within the tax industry by:
- Providing quality education
- Creating networking opportunities
- Advocating professional standards
|
