If you're an accounting or tax professional in California, then you need to be a member of CSATP!
Qualifications
Active Member. Meet one of the following criteria:
- Possess a valid license as a Public Accountant or Certified Public Accountant - Be accredited in accountancy or taxation by the Accreditation Council for Accountancy & Taxation (ACAT) - Be enrolled to practice before the Internal Revenue Service - Be registered by the California Tax Education Council (CTEC) - Possess an associate or baccalaureate degree with a minimum of 24 semester hours in accounting. - Have three years of bookkeeping experience - Meet existing requirements for Active Membership in the National Society of Accountants (NSA) - Be a Life Member (designated by a vote of 3/4 of the Board of Directors) Associate Member. Meet one of the following criteria:
- Be an employee of an accounting or tax practitioner firm - Be an employee of a government, financial institution, private sector business or nonprofit entity, with primary duties in the field of accountancy or taxation for no fewer than three years - Be an instructor or teacher of accounting at an accredited college, university or business school - Be an Honorary Member (designated by a vote of 3/4 of the Board of Directors - Be an out-of-state member (a person who does not reside in the state of California) Retired Member.
- Be a person who has retired from practice but otherwise meets the requirements of Active Membership, except for continuing education Student Member.
- Be a student pursuing a course of study in accounting, business adminstration or related subjects at an accredited post-secondary school Charter Member.
- Be an individual who became a member during the society's inception period of November 1, 1985 to September 1, 1986 and has maintained uninterrupted membership
To join:
Click on the link below and complete the application.
Submit online, mail or fax the application, your payment, and your business card or letterhead to:
CSATP
1734 Bluestone Ln
Monterey Park, CA 91755
Tel: 800-894-8995
Fax: 626-573-1724
Your business card or letterhead must accompany your application. If you submit your application online, please mail, fax, or email your business card or letterhead to us.
Click here to apply online.
Click here for an application (PDF).
Benefits
Representation:
We are watching for any California legislation that could impact the right of CSATP members to practice their profession and earn their living
We continually monitor the California Board of Accountancy
We have a representative serve on the California Tax Education Council (CTEC)
We attend IRS Stakeholder Relationship meeting throughout the State to gather information to share with members, and to communicate problems to the IRS representatives
Seminars:
Qualified Continuing Professional Education credit for CPAs, EAs, CRTPs, and ACAT credentialed professionals
Classes offered at local Chapter meetings and statewide at the Annual Wine Country Accounting & Tax Symposium, as well as periodic regional sessions
Highly-qualified instructors on pertinent and challenging topics
Reasonably priced sessions and handout materials
Newsletters:
The Monitor, an award winning bimonthly newsletter, available in an on-line or paper format and distributed free of charge to all CSATP members
Local Chapter monthly newsletters
The Grapevine, a bi-weekly CSATP News email to keep you informed of current activities and news for the profession
Networking:
Opportunities to meet many other tax and accounting professionals, to make and get referrals, to share tips and experiences, and receive input on particular practice problems you might have at:
Local Chapter meetings
The Annual Symposium
Via personal contacts with other members in the Directory
Web Site:
A listing on the site as a Member with your contact information
An opportunity to promote your practice with a link from the CSATP web site to your web site
A free classified ad in The Monitor
Discounts:
A discount on the Tax Preparer Bond
A discount on the Symposium education & events
A discount on Chapter meeting fees
A discount on NSA education events
Click here to request for more information, a copy of The Monitor, or to present any questions or comments you might have.
