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What to expect from your experience with RaineTax: |
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High Ethical Standards of the Profession
Attention to Detail
Consideration of your unique, personal situation toward preparing your income tax return |
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As a CTEC Registered Tax Preparer (CRTP) In Compliance with California State Law: |
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Annually Obtain 20 Hours of Continuing Education, Federal and California Taxation
Maintain a Tax Preparer Bond
Comply with Business and Professions Code Tax Preparer Requirements and Tax Preparer Code of Conduct and Responsibilities |
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Award for Professionals in Taxation |
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Coursework: Federal Income Taxation
Federal Tax Research
Income Taxation in Personal Financial Planning
Taxation of Corporations and Shareholders
Partnership Taxation
Pension and Other Retirement Benefit Plans
Estate Planning, Advanced Estate Planning
Estate and Gift Taxation
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Professional Designation in Personal Financial Planning |
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Coursework:
Financial Planning
Financial Analysis
Investments
Insurance
Income Taxation
Pension and Other Retirement Benefit Plans
Estate Planning, Advanced Estate Planning
Estate and Gift Taxation |
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Member of the Financial Services Industry since 1989; NASD Registered Series 7, 63, 65 & 31 |
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Member of the National Association of Tax Professionals |
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IRS eFile |
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California FTB eFile |