Annual Filing Season Program (AFSP)

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Instant Access

Special Price $149.97 Regular Price $1,357.97

To stand out as a tax professional, you need to continue to grow, expand, and stay on top of the latest industry news, tax updates, strategies, and tactics that are working today.

With our Ultra Unlimited Package, we're giving you access to 2-4 live webinars each month on new and evolving topics, over 70 hours of continuing education from the best in the industry, and exclusive access to Bookkeeping and Quickbooks courses to expand your services.

You'll even receive access to the 2022 AFSP course once it is released.

Includes year-round updates and will renew automatically unless canceled.

The membership will renew automatically unless canceled.

We've brought together the top experts in the tax industry to provide superior IRS-approved tax education.

You'll learn from the country's most successful and sought-after tax professionals like Dr. Bart Basi, Roman Basi, Mark Kohler, and so many more.

They will share their trade secrets while you get the necessary IRS-Approved education.

You can get immediate access to everything in our training library, all 2021 live and recorded webinars, and any new courses we release this year... a value of over $2,200...

...for only $299.

The webinar series alone is worth $360! You're saving THOUSANDS with this investment and setting you and your business up for a powerful 2021.

NON-CE Courses Included in this package:

Bookkeeping Basics (4.5 Hours)
Advanced Bookkeeping (3 Hours)
Introduction to Quickbooks (5 hours)

CE Courses Included in this package:

2022 Annual Federal Tax Refresher Course (6 Hours of AFTR)
2021 Ethics Circular 230 (2 Hours of Ethics)
2021 Federal Tax Law Updates (3 Hours of Federal Tax Law Updates)
2021 Getting Safely Home in Retirement – Overcoming 8 Risks Facing Your Client's Retirement (1 Credit Hour of Federal Tax Law)
2021 Tax Law Changes and How it Can Affect your Estate/Succession Planning (1 Credit Hour of Federal Tax Law Updates)
2021: Tax Strategies After the SECURE and CARES Acts (1 Credit Hour of Federal Tax Law)
2021 Common Tax Questions on Divorce, Alimony, Child/Support, 1099’s, and Retirement (1 Credit Hour of Federal Tax Law)
2021 The Tax Outlook for 2021: A Post-Election Evaluation (1 Credit Hour of Federal Tax Law Updates)
2021 Tax Season Primer: Forms, Deductions, and other common issues (2 Credit Hours of Federal Tax Law)
2021 Critical Steps To Raising Your Rates Without Losing Clients "This webcast course is focused on business and practice management and does not count for IRS CE."
2021 Stretching the Dollar Today for Tomorrow’s Tax Return: Taking Advantage of Recent Federal Tax Updates in 2021 (2 Credit Hours of Federal Tax Law)
2021 A Client has not filed a Tax Return in Years and Comes to You, Now What? (1 Credit Hour of Federal Tax Law)
2021 Tax Planning for Insolvency and the Discharge of Indebtedness (1 Credit Hour of Federal Tax Law)
2020 CARES Act Stimulus (2 Hours of Federal Tax Law Topics)
2020 Ethics Circular 230 (2 Hours of Ethics)
2020 Federal Tax Law Updates (3 Hours of Federal Tax Law Updates)
2020 Estate Planning Basics (1 Hour of Federal Tax Law Topics)
2020 Corporations and Partnership Taxes: 1120, 1120s, and 1065 (3 CE Hours of Federal Tax Law Topics)
2020 Financial Planning & Investments, Foreign Income & IRS Disciplinary Actions (3 CE Hours of Federal Tax Law Topics)
2020 Business Tax Strategies (1 Hour of Federal Tax Law Topics)
2020 Unmasking the new tax laws. CARES Act and Federal Stimulus Updates (2 Credit Hours of Federal Tax Law)
2020 What happens when your client is under IRS criminal investigation and you prepare the return? (1 Credit hour of Federal Tax Law)
2020 Real Estate Losses and 1031 Exchanges (1 Credit Hour of Federal Tax Law)
2020 Health Care Update, HSA’s, Expense Strategies, and More (2 Credit Hours of Federal Tax Law)
2020 Advanced Retirement Account Strategies (2 Credit Hours of Federal Tax Law)
2020 Business Tax Strategies Part 2 (1 Credit hour of Federal Tax Law)
2020 Amended Returns - The What, Why, When, & How (1 Credit hour of Federal Tax Law)
2020 Adjustments to Income (1 Credit hour of Federal Tax Law)
2020 What Qualifies for the R&D Tax Credit? (1 Credit hour of Federal Tax Law)
2020 Penalty Abatement Basics & Techniques (1 Hour of Federal Tax Law Topics)
2020 Rental Real Estate - Why and Why Not (1 Credit Hour of Federal Tax Law)
2020 The Power of Zero – How to Get to the 0% Tax Bracket in Retirement (1 Credit Hour of Federal Tax Law)
2020 Locking Down the Tax Updates for 2021 (2 Credit Hours of Federal Tax Law)
2019 Federal Tax Law Updates - (3 Hours of Federal Tax Law Updates)
2019 Business Structures, Small Business Taxes & Estate Planning (3 CE Hours of Federal Tax Law Topics)
2019 Federal Transactions, Estate Taxes, Gift Taxes, and Trust Tax Returns (3 CE Hours of Federal Tax Law Topics)
2019 Ethics Circular 230 (2 CE Hours of Ethics)
2019 Proposed Regulations to IRC 199A (1 CE Hour of Federal Tax Law Topics)
2019 Healthcare, Deducations and Paying Family Members (3 CE Hours of Federal Tax Law Topics)
2019 Entity Section, S-Corps, LLC's, Sole Proprietorships & Trusts (3 CE Hours of Federal Tax Law Topics)
2019 Critical Summary Update (1 CE Hour of Federal Tax Law Topics)
2019 Independent Contractor vs Employee (1 CE Hour of Federal Tax Law Topics)
2019 1099 Reporting: What you need to know (1 CE Hour of Federal Tax Law Topics)
2019 Standard vs Itemized Deducation, Non-Profits and Retirement Plans (3 CE Hours of Federal Tax Law Topics)
2018 Ethics Circular 230 (2 CE Hours of Ethics)
2018 Federal Tax Law Updates (3 CE Hours of Federal Tax Law Updates)
2018 Deductions Update: Meals and Entertainment and Much More! (3 CE Hours of Federal Tax Law Topics)
2018 Pass Through Deductions and the 199A, Entity Selection and How-to Advice Clients through an Audit (3 CE Hours of Federal Tax Law Topics)
2018 Data and Cyber Security (1 CE Hour of Federal Tax Law Topics)
2018 Financial Planning and Investments (1 CE Hour of Federal Tax Law Topics)
2018 Healthcare Strategies (1 CE Hour of Federal Tax Law Topics)
2018 Paying Family Members and Tax Rules for Education Expenses (1 CE Hour of Federal Tax Law Topics)
2018 Critical Summary of the Tax Cuts and Jobs Act (1 CE Hour of Federal Tax Law Topics)
2018 Impacts of the Tax Cuts and Jobs Act to Businesses (1 CE Hour of Federal Tax Law Topics)
2018 Impacts of the Tax Cuts and Jobs Act to individual Returns (1 CE Hour of Federal Tax Law Topics)
2018 Form 1040, Form 706 Estate Tax after the Tax Cuts and Jobs Act (2 CE Hours of Federal Tax Law Topics)
2018 Tax Prep for Beginners and Home Office Deductions (1 CE Hour of Federal Tax Law Topics)
2018 Form 1120 and the Changes on the TCJA (1 CE Hour of Federal Tax Law Topics)
2018 IRS Resolution and the Appeals Process (1 CE Hour of Federal Tax Law Topics)
2018 Understanding Tax Implications of Retirement Plans and IRA's (1 CE Hour of Federal Tax Law Topics)
2018 Freelance Income and Cryptocurrency Rules (1 CE Hour of Federal Tax Law Topics)

Benefits

What is the benefit to me of participating in the Annual Filing Season Program (ASFP)?

Your name will be included in the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications that will be available January.
You will have limited representation rights for returns you prepare and sign.
You will be encouraged to remain current with changing tax laws.
You will receive the AFSP – Record of Completion that shows clients and potential clients that you are a well-educated tax preparer who is dedicated to your chosen profession.

What is the deadline to complete the Annual Filing Season Program (ASFP)

The approved continuing education program must be completed within the calander year to qualify for the 2016 filing season.

What is the future of this program?

The Annual Filing Season Program will be an interim step to help taxpayers and encourage education for unenrolled tax return preparers. The IRS continues to pursue legislative authority to mandate a continuing competency program. In the meantime the IRS will administer a uniform voluntary examination in future years in order to ensure basic return preparer competency.

What are the requirements to achieve Annual Filing Season Program Completion?

Completion of courses from an IRS approved required will satisfy the completion. The yearly requirements for 2016 and beyond for Non-Exempt status tax preparers is 18 hours. Which consists of a 6 hour Annual Federal Tax Refresher (AFTR), 10 hours of federal tax law and 2 hours of ethics. The yearly requirements 2016 and beyond for Exempt status tax preparers is 15 hours. Which consists of 10 hours of federal tax law, 3 hours of tax law updates, and 2 hours of ethics

Who may participate in the program?

Anyone with a PTIN is eligible to participate in the program. Enrolled Agents, CPA’s and RTRP’s have an exempt status that will reduce the number of hours required.

2021 Ultra Unlimited Package