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This Annual Federal Tax Refresher course covers federal tax law topics in three domains: New Tax Law/Recent Updates, General Review, and Ethics, Practices, and Procedures. The Annual Filing Season Program is a voluntary program, but preparers will need a Record of Completion for returns completed after 2021 to engage in limited practice. To engage in limited practice, an unenrolled preparer must agree to adhere to the practice requirements of Circular 230. This AFTR course provides the information you need to review to pass the examination and obtain your Record of Completion.

ON DEMAND

Libro Digital

VIP y VIP BLACK

Included

Incluido

Gold

$135

$510

Silver

$128

$540

Regular

$150

$540

Annual Filing Season Program AFSP 2022

Tax preparers (CPA, attorney, enrolled agent, etc.) or those who have successfully completed a national or state test (RTRP, CTEC, OBTP, SEE Part 1, etc.) will need to have a Preparer Taxpayer Identification Number (PTIN), and complete 15 credit hours of continuing professional education each year through an IRS-approved provider.

Non-accredited / non-exempt or non-registered tax preparers must complete an 18-hour course consisting of 2 hours of ethics, 10 hours of federal taxes, and 6 hours of Annual Federal Tax Refresher Course (AFTRC) with a comprehension test.

This course meets the requirements and covers the description of the topics outlined by the AFSP for tax preparers for the tax season from January 2022 to the preparation of 2021 tax returns.

A 100-question open book exam must be completed in a single 3-hour session and requires a 70% grade to pass.

Record of Completion

With your "Record of Completion" you will be able to represent your clients on their tax returns during the next tax season.

Preparers Directory

You will be listed in the directory of accredited tax preparers. Your best letter of introduction to your clients.

Professionalism


You will be able to demonstrate your professionalism unlike other preparers who are not listed in the IRS directory.

Reduced Requirements for Exempt Persons

The Annual Filing Season Program (AFSP 2022) is designed to recognize and motivate unregistered tax preparers (not enrolled agents) who voluntarily increase their knowledge and improve their competitiveness for the filing season through continuing education.

  • Anyone who passed the Registered Tax Return Preparer test administered by the IRS between November 2011 and January 2013.聽
  • Established state-based return preparer program participants currently with testing requirements: 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: Tax practitioners who have passed the Special Enrollment Exam Part I within the past two years. 聽聽
  • VITA/TCE volunteers: Quality reviewers, instructors, and return preparers with active PTINs.
  • Other accredited tax-focused credential-holders: The Accreditation Council for Accountancy and Taxation鈥檚 Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) programs.
  • Take fifteen (15) hours of continuing education from IRS-Approved CE Providers, including:
    • three (3) hours of federal tax law updates,
    • ten (10) hours of other federal tax law topics and
    • two (2) hours of ethics.
  • Have an active聽preparer tax identification number (PTIN).
  • Consent to adhere to specific practice obligations outlined in Subpart B and section 10.51 of聽Treasury Department Circular No. 230.

After you complete your continuing education and renew your PTIN for the upcoming year, you will receive an email from TaxPros@ptin.irs.gov with instructions on how to elect to participate and receive your record of completion in your online secure mailbox.

If you don鈥檛 have an online PTIN account, you will receive a letter with instructions for completing the process and obtaining your record of completion.

  • This program is not designed, directed or intended for credentialed preparers who already possess a much higher level of qualification. However, if an attorney, certified professional accountant, enrolled agent, enrolled retirement plan agent, or enrolled actuary seeks to participate in the program, you would be required to meet the same CE requirements as preparers in the exempt category.
jeffrey schneider

iNSTRUCTOR:

Jeffrey A. Schneider

Enrolled Agent / Certified Tax Resolution Specialist / Advanced Crypto Tax Expert
Graduate Fellow - National Tax Practice Institute

Jeffrey Schneider is an Enrolled Agent, (EA), a Certified Tax Resolution Specialist, (CTRS), Advanced Crypto Tax Expert, (ACT-E) and an NTPI Fellow. Jeffrey has been in the field of taxation for over 40 years beginning his career in the public sector and transitioned into private practice in 1999 when he founded SFS Tax & Accounting Services.

He is a speaker for many professional organizations, local expos and various organizations on a wide variety of tax & business topics such as: Taxation and the Cannabis Industry, What the Realtor Needs to Know About Liens and Levies, Ready to Take Social Security; How Will it Affect Your Tax Situation? and Tax and Financial Issue: Its Impact on Divorce, Taxation of Athletes, Entertainers & Artists and more. Jeff also speaks on Tax Reform TCJA & 搂199A and Time Management.

He is a Past President of the Florida Society of Enrolled Agents, the Palm Beach Chapter and Treasure Coast Chapter of the Florida Society of Enrolled Agents and a Former Director on the Board of the National Society of Enrolled Agents (NSEA).

Schneider is the author of three books, "Now What? I Got a Notice from the IRS. Help!", "Now What? The IRS is Taking Everything I Own. Help!" and "Now What? I Want to Prepare My Own Return. Help!", all available on Amazon.

He is often quoted in the press and has appeared on television as a tax expert and has hosted an internet TV show. Jeff is a national speaker on all matters related to tax.

In June 2014 he received the Mentor of the Year award from the Florida Society of Enrolled Agents.

In 2018 Jeffrey was appointed to the Internal Revenue Service Advisory Council (IRSAC).

18H CPE

$150

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