How to Get a Tax Preparer License in San Jose, California
Last updated: March 2, 2026
Quick Facts — San Jose
Median Salary (National)
$48,250/yr
Education Required
60 hrs
Total Cost
$1,200
City Population
1,013,240
Tax Preparer licensing in San Jose follows California's statewide requirements — the California Tax Education Council (CTEC) issues all tax preparer licenses regardless of which city you're in. You'll need to complete 60 hours of pre-license education , pass the CTEC Registered Tax Preparer (CRTP), and submit your application. The total cost ranges from $700 to $1,700. For the complete step-by-step process, see our California tax preparer license guide.
California Tax Preparer Requirements
| Requirement | Details |
|---|---|
| Minimum Age | 18 years old |
| Pre-License Education | 60 hours |
| Degree Required | No |
| Exam Required | Yes — CTEC Registered Tax Preparer (CRTP) |
| Passing Score | 70% |
| Background Check | Yes |
| Broker Sponsorship | Not required |
| Application Fee | $31 |
| Exam Fee | $0 |
| Governing Body | California Tax Education Council (CTEC) |
| License Reciprocity | Partial |
These requirements apply statewide in California, including San Jose and Santa Clara County. See the full California guide for step-by-step instructions →
Working as a Tax Preparer in San Jose
San Jose (1,013,240 population) is one of the largest cities in California, located in Santa Clara County. Tax Preparers in the San Jose area serve a large and diverse local population, creating strong demand for licensed professionals.
The national median salary for tax preparers is $48,250 per year. Actual earnings in San Jose may vary based on local cost of living, experience level, employer, and specialization. Larger metro areas typically offer higher compensation to offset the higher cost of living.
Once licensed by the California Tax Education Council (CTEC), your is valid throughout California — you can work in San Jose, Santa Clara County, or any other location in the state without additional local licensing . Your license must be renewed every 1 year with 20 hours of continuing education at a cost of $33.
How Much Does It Cost?
Education/Training
$681
Application Fee
$31
Total Estimate
$700 – $1,700
Costs are the same across California — San Jose residents pay the same state fees. Living expenses and school tuition may vary by location.
Frequently Asked Questions
How long does it take to get a tax preparer license in California?
Most people complete the process in 1-3 months total. The pre-license education (60 hours) takes the longest. After completing education, the exam and application process typically adds 2-6 weeks.
How much does it cost to get a tax preparer license in California?
The total cost ranges from $700 to $1,700, including pre-license education, the application fee ($31), and the no exam fee.
Can I get a California tax preparer license with a criminal record?
The California Tax Education Council (CTEC) evaluates criminal history on a case-by-case basis. Having a criminal record does not automatically disqualify you, but certain offenses may affect your eligibility. Contact the California Tax Education Council (CTEC) for guidance before applying.
Do I need a college degree to become a tax preparer in California?
No. California does not require a college degree. You only need to complete the 60 hours of approved pre-license courses.
Can I take the pre-license courses online in California?
Many approved education providers offer pre-license courses online, allowing you to study at your own pace. Check the California Tax Education Council (CTEC) website for a list of approved providers.
Complete California Tax Preparer License Guide
For detailed step-by-step instructions, exam prep tips, renewal information, and key considerations, see our comprehensive California guide.
Read Full California Guide →