Fulfill the Annual Filing Season Program requirements with ANY of our IRS-Approved courses. The 6-hour Annual Federal Tax Refresher and 2 hours of ethics are included, but YOU choose the rest.
This IRS-approved 18-Hour Non-Exempt AFSP Choose Your Own Package is designed to help tax preparers fulfill the Annual Filing Season Program (AFSP) requirements and stay up to date on the latest tax laws. The package includes 6 hours of the Annual Federal Tax Refresher (AFTR) course and 2 hours of ethics, but you choose which 10 hours of Federal Tax Law Topics suit your needs.
Each course in this package covers significant changes and topics. Beyond Federal Tax Law Updates and Ethics, you can choose from estate planning, entity selection, credits, and deductions, plus Form 1040, Form 1040-NR, and more. Taught by top tax professionals, including Dr. Bart Basi, Roman Basi, Lacie Henson, Doug Stives, and Monica Haven, this continuing education package counts towards your IRS record of completion.
Course Titles Included in This Package
- 2023 Ethics Circular 230 (2 Credit Hours of Ethics)
- 2023 Annual Federal Tax Refresher Course (6 Credit Hours of AFTR)
Here Are Some of The Courses You Can Choose to Complete the 10 Hours of Federal Tax Law Topics
- 2023 Business Entity Selection and Tax Advantages & Real Estate Tax Laws (2 Credit Hours of Federal Tax Law)
- 2023 Estate Planning and Tax Preparers (2 Credit Hours of Federal Tax Law)
- 2023 Tax Outlook and Hot Topics (2 Credit Hours of Federal Tax Law)
- 2023 Understanding Critical Forms, Schedules, Credits, and Deductions (2 Credit Hours of Federal Tax Law)
- 2023 Form 1040 or 1040-NR – Which form do you file? Part 1: Immigrants & Non-resident Aliens (2 Credit Hours of Federal Tax Law)
- 2023 Form 1040 or 1040-NR – Which form do you file? Part 2: US Citizens & Resident Aliens (2 Credit Hours of Federal Tax Law)
- 2023 The Importance of Client Engagement Agreements (2 Credit Hours of Federal Tax Law)
- 2023 Common Questions and Tax Updates (1 Credit Hour of Federal Tax Law)
- 2023 Common Mistakes and Missed Opportunities on Tax Returns (1 Credit Hour of Federal Tax Law)
- 2023 The Latest on Credit and Deductions (1 Credit Hour of Federal Tax Law)
- And more
The learning objectives of this course are:
- Apply the latest changes to federal tax law to prepare tax returns.
- Follow practices, procedures, and professional responsibility standards.
- Define Circular 230 and understand its purpose.
- Understand the conflict-of-interest rules under Circular 230.
Benefits of Taking This Course
- Earn 18 hours of IRS-approved continuing education credits.
- Stay up to date on the latest tax laws and regulations.
- Learn from experienced tax professionals.
- Gain the knowledge and skills you need to prepare accurate and timely tax returns.
- Improve your chances of success as a tax preparer.
This course is perfect for:
- Unenrolled tax return preparers who need to complete their 18 hours of continuing education for the IRS Annual Filing Season Program (AFSP).
- Enrolled agents (EAs), certified public accountants (CPAs), and other tax professionals who need to stay up to date on the latest tax laws and regulations.
- Anyone who wants to learn more about federal tax law and how it affects taxpayers.
What is the benefit of participating in the Annual Filing Season Program (AFSP)?
- Your name is listed in the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications that will be available every January.
- You will have certain representation rights for the tax returns you prepare and sign.
- You are dedicated to remaining current with changing tax laws.
- You will receive the AFSP – Record of Completion that proves to your current clients and potential clients that you are a well-educated tax preparer who understands and implements the tax law updates that occur each year.
What is the deadline to complete the Annual Filing Season Program (AFSP)?
The approved continuing education program must be completed within the calendar year to qualify for the filing season.
What are the requirements for the Annual Filing Season Program Record of Completion?
- Completion of courses from an IRS-approved provider, like My Tax Courses Online, will satisfy the completion.
- The yearly requirement for Exempt status tax preparers is 15 hours. This consists of 10 hours of federal tax law continuing education credits, 3 hours of tax law updates, and 2 hours of ethics.
- The yearly requirement for Non-Exempt status tax preparers is 18 hours. This consists of a 6-hour Annual Federal Tax Refresher (AFTR) course and test, 10 hours of federal tax law continuing education credits, and 2 hours of ethics credits.
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