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

18 Hour AFSP Package for 2018

18 Hour Course $ 70.00

This 18 hour course will satisfy the IRS requirements for AFSP participants' continuing education. The course will cover general Federal tax issues, tax preparer ethics, and Annual Federal Tax Refresher (AFTR) topics, including important changes to tax policy under the Tax Cuts and Jobs Act.

2018 AFSP 15 Hour (Credentialed) Tax Preparer CE

15 Hour Course $ 65.00

This course will prepare credentialed tax preparers for the 2019 tax season (2018 tax year). Credentialed individuals such as licensed attorneys and CPAs, who are AFTR exempt, may take this course to begin or continue participation in the Annual Filing Season Program (AFSP).

In this course package, we'll cover:

  • Gross income
  • Taxation of rental income and expenses
  • Schedules C, F, J, and SE
  • Other taxes and payments
  • Ethics for tax professionals

2019 Annual Federal Tax Refresher Course

6 Hour Course $ 50.00

This is a 6 hour course was designed for tax preparers who need to complete required training in order to renew their professional licensing. The course covers three topic areas. The first is the Tax Cuts and Jobs Act and its effect of tax laws. The second is general topics that should be regularly revisited and reviewed. The third is professional practices and professional responsibility.

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 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.

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.

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.

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.

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 in the Age of TCJA

2 Hour Course $ 10.00

This course will satisfy the 2 hours of ethics required and provides an overview of the principles of personal and professional ethics and their relevance to tax preparation and advisement for clients. We will review tax code changes due to the 2017 Tax Cuts and Jobs Act, as well as how to identify and reduce an individual?s risk of becoming a victim of tax scams or identity theft.

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.