AFSP 15 Hour (Credentialed) Tax Preparer CE

$65.00

15 Hour Course

Course ID: Package

Approved By: Internal Revenue Service (IRS)

4.6 39 Reviews

Add to Cart (877) 724-6150

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)
  • Ethics for Tax Preparers
    • Ethics for Tax Preparers [11 Activities]
      • 01. Introduction to Ethics for Tax Preparers
      • 02. Learning Objectives
      • 03. Legal Language
      • 04. What is Ethics?
      • 05. Ethical Concepts and Terminology
      • 06. Why Ethics Matter
      • 07. Ethical Duties
      • 08. The Ethics of Claiming "Frivolous" Anti-tax Arguments
      • View Additional Activities
        • 09. IRS Taxpayer Bill of Rights
        • 10. Professional Trade Organization Codes of Conduct
        • 11. Conclusion
    • Ethics Exam (15 questions)
  • Federal Filing Requirements/Federal Filing Dates
    • Federal Filing Requirements / Federal Filing Dates [18 Activities]
      • 01. Being a Tax Preparer: Federal Filing Requirements/Federal Filing Dates (Video)
      • 02. Filing Information
      • 03. Who Needs to File
      • 04. Selecting the Right Form
      • 05. Electronic Filing
      • 06. Extensions
      • 07. Income, Expenses, Refunds, and More (Video)
      • 08. Reporting Income and Expenses
      • View Additional Activities
        • 09. Social Security Numbers
        • 10. Signatures
        • 11. Refunds
        • 12. Amounts Owed
        • 13. Post-Filing and Recordkeeping
        • 14. Mistakes on Returns
        • 15. Penalties
        • 16. Identity Theft
        • 17. Additional Information
        • 18. Conclusion (Video)
    • Federal Filing Requirements Exam (16 questions)
  • Federal Filing Status
    • Federal Filing Status [19 Activities]
      • 01. Introduction to Federal Filing Status (Video)
      • 02. What is the Filing Status
      • 03. Filing Single
      • 04. Married Filing Jointly
      • 05. Married Filing Jointly - Part 2
      • 06. Married Filing Jointly - Part 3
      • 07. Married Filing Jointly - Part 4
      • 08. Married Filing Jointly - Part 5
      • View Additional Activities
        • 09. Married Filing Jointly - Part 6
        • 10. Married Filing Jointly - Part 7
        • 11. Married Filing Jointly - Part 8
        • 12. Married Filing Jointly - Part 9
        • 13. Married Filing Separately
        • 14. Married Filing Separately - Part 2
        • 15. Married Filing Separately - Part 3
        • 16. Married Filing Separately - Part 4
        • 17. Filing as Head of Household
        • 18. Filing as a Qualifying Widow or Widower with a Dependent Child
        • 19. Conclusion of Federal Filing Status (Video)
    • Federal Filing Status Exam (16 questions)
  • Personal & Dependent Exemptions
    • Personal & Dependent Exemptions [19 Activities]
      • 01. Personal and Dependent Exemptions (Video)
      • 02. Filing Information
      • 03. Filing Information
      • 04. Who Else Can Claim the Personal Exemption
      • 05. Filing Information
      • 06. Qualifying Child
      • 07. Residency Test, con't
      • 08. Residency Test, con't - Part 2
      • View Additional Activities
        • 09. Residency Test, con't - Part 3
        • 10. Residency Test, con't - Part 4
        • 11. Residency Test, con't - Part 5
        • 12. Qualifying Relative
        • 13. Qualifying Relative, part 2
        • 14. Qualifying Relative, part 3
        • 15. Total Support
        • 16. Phaseout of Exemptions
        • 17. Social Security Numbers
        • 18. Two Credits Which Taxpayers with Dependents May Claim
        • 19. Conclusion for Personal and Dependent Exemptions (Video)
    • Personal & Dependent Exemptions Exam (17 questions)
  • Gross Income
    • Gross Income [17 Activities]
      • 01. Being a Tax Preparer: Gross Income (Video)
      • 02. Tip Income
      • 03. Tip Income, Part 2
      • 04. Tip Income, Part 3
      • 05. Interest Income
      • 06. Interest Income, Part 2
      • 07. Interest Income, Part 3
      • 08. Interest Income, Part 4
      • View Additional Activities
        • 09. Taxable Interest
        • 10. Introduction to Taxable Bonds and Other Interest Income (Video)
        • 11. Taxable Interest, Debt Instruments
        • 12. Taxable Interest, Bonds
        • 13. Taxable Interest, Bonds Part 2
        • 14. Taxable Interest, Bonds Part 3
        • 15. Insurance and Other Taxable Items or Events
        • 16. How To Report Interest Income
        • 17. Conclusion (Video)
    • Gross Income Exam (12 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion

Instructor Bio


jeremy allen cpa instructor atyourpaceonline
Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!

Course Reviews

January 4th, 2018
very tired not at this time.

November 16th, 2017
The course was a good learning tool and refresher.

October 19th, 2017
This is a great course. I'll be back next year! Thanks...

September 20th, 2017
Not at this time

December 26th, 2017
Pretty buggy Must use chrome

December 24th, 2017
No information about new IRS changes; some typos in list where a bullet appears when it is not needed (title for a sub-list).

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