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Annual Filing Season Program, AFSP.

This voluntary program recognizes the efforts of tax return preparers who are generally not attorneys, certified public accountants (CPAs), or enrolled agents. The IRS issues an AFSP Record of Completion certificate to return preparers who obtain a certain number of continuing education hours in preparation for a specific tax year.

Among the benefits of obtaining this credential are the possibility of representing clients for which an AFSP Record of Completion holder prepared returns, and to be listed on the IRS’ website as such one holder.

To receive a Record of Completion for filing season 2018, all continuing education must be finished by December 31, 2017.

Depending on certain factors, a tax return preparer will need to obtain a certain amount of continuing education hours from an IRS-approved CE provider according to the following chart:
(*) The Annual Federal Tax Refresher (AFTR) course is a 6-hour course covering general filing season issues and new tax law updates. It requires a mandatory, three-hour, 100 question test to ensure comprehension of the materials. All questions are multiple choice format and the student must answer a minimum of 70% correctly to pass the course and get continuing education credit.

Exempt Preparers are the following:

• Anyone who passed the RTRP test administered by the IRS between November 2011 and January 2013.
• Return preparers who are active registrants of the Oregon Board of Tax Practitioners, California Tax Education Council, and/or Maryland State Board of Individual Tax Preparers.
• SEE Part I Test-Passers who have passed it within the past two years.
• VITA volunteers
• Other accredited tax-focused credential-holders: The Accreditation Council for Accountancy and Taxation’s Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) programs.

All others are considered Non-exempt Preparers. A broader description of the AFSP continuing education requirements can be found at https://www.irs.gov/pub/irs-utl/afsp_exempt_non-exempt_ce_chart_for_provider.pdf.

2017 Annual Federal Tax Refresher

PROGRAM INFORMATION

Program Name:
2017 Annual Federal Tax Refresher

Program Description:
The Annual Federal Tax Refresher (AFTR) course is a 6-hour course covering general filing season issues, as well as new tax law updates.  It requires a mandatory, three-hour, 100 question, open book, test to ensure comprehension of the materials.
It is a requisite for certain preparers to achieve the IRS’ 2018 AFSP Record of Completion.
All questions are multiple choice format and the student must answer a minimum of 70% correctly to pass the course and get continuing education credit.
Our course includes the following:

  • A 149-page pdf document containing all of the material specified by the IRS.
  • Access to an online 3-hour, 100-question test, which can be taken as many times as needed to achieve the minimum 70% passing score.
  • Diagnostic by Domain of knowledge.

In addition, if you are having issues in achieving passing score after several attempts, please contact us for some test taking techniques guidance.

Number of Credit Program Hours: 6

Targeted Audience:
The program is designed for practitioners who want to broaden their scope of services from the individual return preparation to the business entity tax knowledge.

Self-Study Format
Material: Written outline (pdf)
Availability:Immediate
Price: Then $99.00 Now: $ 49.00