Federal Tax Preparer Continuing Education


The Annual Filing Season Program (AFSP) is an optional IRS program that provides you with the certification that shows your clients that you are a true and reliable professional tax preparer.

The AFSP certification provides you with continued training on the ever changing tax law, the right to represent your clients in certain matters before the IRS, and a listing on the IRS website as a certified tax preparer.

Anyone participating in the IRS's Annual Filing Season Program (AFSP) is required to obtain continuing education to maintain their Record of Completion. We are an IRS Approved Continuing Education Provider here to help you complete this requirement.

We will report your PTIN to the IRS within 5 business days of your course completion.

What Are The Continuing Education Requirements for the Annual Filing Season Program (AFSP)?


Credentialed or Exempt Individuals are required to obtain 15 hours of CE, including:

  • 2 Hours of Ethics
  • 3 Hours of Tax Law Update
  • 10 Hours of Federal Tax Law

Non-exempt or non-credentialed tax preparers are required to obtain 18 hours of CE, including:

  • The 6 Hour Annual Federal Tax Refresher (AFTR)
  • 2 Hours of Ethics
  • 10 Hours of Federal Tax Law

AFSP 15 Hour (Credentialed) Tax Preparer CE

15 Hour Course $ 65.00

This course should be used by any credentialed (AFTR Exempt) return preparer wanting to renew their Annual Filing Season Program (AFSP) - Record of Completion or anyone looking to begin participating in the AFSP who is already "credentialed". Credentialed individuals include licensed attorneys & CPAs.

The following topics are covered in this package: 

  • Ethics for Tax Preparers (2 Hours Ethics)
  • Federal Filing Requirements (3 Hour Tax Law Updates)
  • Filing Status, Gross Income, Personal & Dependent Exemptions (10 Hours Federal Tax Law)

 


AFSP 12 Hour Federal Tax Law and Ethics CE

12 Hour Course $ 50.00

This course includes everything that a non-credentialed tax preparer needs except for the Annual Federal Tax Refresher. The following topics are covered in this package:

  • Ethics for Tax Preparers (2 Hours Ethics)
  • Filing Status, Gross Income, Personal & Dependent Exemptions (10 Hours Federal Tax Law)

Standard and Itemized Deductions - 2017

9 Hour Course $ 32.00

This course will cover the Internal Revenue Service's Standard and Itemized Deductions. While most taxpayers claim the standard deduction, some taxpayers will lower their tax bill by claiming itemized deductions. This course teaches you how to make this determination for your client.


Personal and Dependent Exemptions - 2017

4 Hour Course $ 20.00

This course will cover the Internal Revenue Service's Personal Exemptions and Dependents. We will cover the two different types of exemptions, personal and dependents, as well as deductions, and cover IRS suggested interview tips for tax preparers.


Federal Filing Requirements and Federal Filing Dates - 2017

3 Hour Course $ 15.00

This course will cover the Internal Revenue Service's Federal Filing Requirements/Federal Filing Dates. The topics start with the basics of preparing a tax return, who must file and different filing status', as well as what forms and electronic filing options are available, alternative filing deadlines and extensions, and refunds and penalties.


Federal Filing Status - 2017

3 Hour Course $ 15.00

This course will cover the Internal Revenue Service's Federal Filing Status which are filing single, married filing jointly, married filing separately, filing as head of household, and filing as a qualifying widow or widower.


Taxation of Rental Income and Expenses and Retirement Funds - 2017

3 Hour Course $ 15.00

This course will cover the Taxation of Rental Income and Expenses and Retirement Funds for the Internal Revenue Service. We will go over how taxpayers report rental income, expenses, and retirement funds, as well as income and expenses arising from rental properties, and how to report funds from retirement plans, pensions, annuities, and other similar arrangements.


Gross Income - 2017

3 Hour Course $ 15.00

This course will cover one of the core components of calculating a tax return for a client, the matter of gross income as defined by the Internal Revenue Service, and some of the key definitions and areas of a client's income that will be taxed.


Supplemental Gains and Losses - 2017

3 Hour Course $ 15.00

This course will cover the IRS' Supplemental Gains and Losses which include the federal tax laws that apply to small business owners who are sole proprietors and to statutory employees, along with the information necessary to understand business income, expenses, and tax credits which will help tax preparers best serve their clients.


Ethics for Tax Preparers

2 Hour Course $ 10.00

This course will satisfy the required 2 hours of Ethics for Tax Preparers and will cover the basic concepts of ethics for professional tax preparers.