VIP 2024 Ultra Unlimited Package

Instant Access
Special Price $179.97 Regular Price $299.97
Subscription details

Here is the VIP Special Offer just for YOU! You can use this subscription package to help you stand out as a tax professional, by staying on top of the latest industry news, tax updates, strategies, and tactics implemented each year.

Our Ultra Unlimited Package provides:

  • Access to 2-4 live webinars each month on new and evolving topics.
  • Over 130 hours of continuing education from the best in the tax industry.
  • Exclusive access to Bookkeeping and QuickBooks courses to expand the services you provide.
  • Year-round tax updates.
  • The Ultra Unlimited package will automatically renew each year.
  • Learn from the most successful and sought-after tax professionals in the United States, like  Bart Basi, Roman Basi, Doug Stives, and many more, as they provide superior IRS-approved tax education and share their trade secrets.
  • Get immediate access to everything in our training library, which includes all 20223 recorded webinars and all-new courses we release each year.
  • This package has a value of over $2,200 but can be yours for only $299.
    • The tax webinar series alone is worth $360.

You're saving THOUSANDS with this investment, setting up you and your tax-providing business for a powerful and successful year.

CE Courses included in this package:

  • 2023 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law Updates, with English and Spanish, closed captioning)
  • 2023 HSA, HRA, FSA, and more year-end tax strategies (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023/2024 Year-End Tax Planning and Tax Season Preview (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 The Top 15 Reasons Why People Run Out of Money in Retirement (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Tax Laws: What Will Congress Do Next? (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 How to… report IRD & GST Part I:  Income in Respect of Decedent (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 How to… report IRD & GST Part II: The Generation-skipping Tax (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023: How To… Value Assets For Tax Purposes (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Estate Planning (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Deductions And Credits - A Review And Analysis (2 Credit Hours of Federal Tax Law with English and Spanish, closed captioning)
  • 2023 The Importance of Client Engagement Agreements  (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Entity Selection for Small Businesses Which One is Best? (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Mid-Year Update And Wake-Up Call (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Evolving Retirement Law with Secure Act 2.0 (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Form 1040 or 1040-NR – Which form do you file? Part 1 (2 Credit Hours of Federal Tax Law with English and Spanish, closed captioning)
  • 2023 Form 1040 or 1040-NR – Which form do you file? Part 2 (2 Credit Hours of Federal Tax Law with English and Spanish, closed captioning)
  • 2023 Ethics Circular 230 (2 Credit Hours of Ethics, with English and Spanish, closed captioning)
  • 2023 The Latest on Credit and Deductions (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Common Mistakes and Missed Opportunities on Tax Returns (1 Credit Hour of Federal Tax Law,  with English and Spanish, closed captioning)
  • 2023 Understanding Critical Forms, Schedules, Credits, and Deductions (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Common Questions and Tax Updates (1 Credit Hour of Federal Tax Law,  with English and Spanish, closed captioning)
  • 2023 Tax Outlook and Hot Topics (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2023 Entity Selection and Real Estate Taxation (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2022 Ethics Circular 230 (2 Credit Hours of Ethics, with English and Spanish, closed captioning)
  • 2022 Federal Tax Law Updates - (3 Credit Hours of Federal Tax Law Updates, with English and Spanish, closed captioning)
  • 2022 Tax Implications of the Inflation Reduction Act (1 Credit Hour of Federal Tax Law)
  • 2022 How to Prepare a Gift Tax Return (2 Credit Hours of Federal Tax Law)
  • 2022 Estate and Gift Taxation Update (1 Credit Hour of Federal Tax Law)
  • 2022 Mid-Year 1040 Update (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
  • 2022 Deductions Update: Travel, Entertainment, Vehicles, and More (1 Credit Hour of Federal Tax Law, with closed captioning)
  • 2022 Tax Issues for American Expatriates (2 Hours of Federal Tax Law, with closed captioning)
  • 2022 Estates and Gifts, Deductions, and Tax Laws for Real Estate (2 Credit Hour of Federal Tax Law)
  • 2022 How To Prepare A Fiduciary Return (2 Hours of Federal Tax Law, with closed captioning)
  • 2022 Reporting Foreign Account & Assets – FBAR vs. Form 8938 (2 Credit Hours of Federal Tax Law)
  • 2022 Real Estate Tax Update (1 Credit Hour of Federal Tax Law, with closed captioning)
  • 2022 Common Mistakes, Missed Opportunities, and Misunderstandings On Tax Returns (1 Credit Hour of Federal Tax Law, with closed captioning)
  • 2022 Common Tax Preparation Questions (1 Credit Hour of Federal Tax Law)
  • 2022 US Tax Issues for Immigrants and Aliens (2 Credit Hours of Federal Tax Law)
  • 2022 Tax Issues for US Citizens Living & Working Abroad (2 Credit Hours of Federal Tax Law)
  • 2022 Reducing Liability with Client Engagement Agreements (2 Credit Hours of Federal Tax Law)
  • 2022 Tax Forms, Schedules, Deductions, and Credits (2 Credit Hours of Federal Tax Law)
  • 2022 Understanding the Child Tax and Education Credits (2 Credit Hours of Federal Tax Law)
  • 2022 IRS Dispute Resolution and the Opportunity Zone Tax Credit (2 Credit Hours of Federal Tax Law)
  • 2022 Community Property Issues for Taxpayers On the go( 2 Credit Hours of Federal Tax Law)
  • 2022 Form 709 The Gift Tax Return (2 Credit Hours of Federal Tax Law)
  • 2021 Ethics Circular 230 (2 Hours of Ethics)
  • 2021 Year-End Tax Law Updates and the 2022 Forecast (2 Credit Hours of Federal Tax Law)
  • 2021 Form 1041 The Fiduciary Return (2 Credit Hours of Federal Tax Law Topics)
  • 2021 Tax Strategies After the SECURE and CARES Acts (1 Credit Hour of Federal Tax Law)
  • 2021 The Latest on Federal Medical Tax Deductions (1 Credit Hour of Federal Tax Law)
  • 2021 Best Practices: Compliance & Documentation (2 Credit Hours of Federal Tax Law)
  • 2021 Year-End Tax Law Updates and Coming Changes (2 Credit Hours of Federal Tax Law)
  • 2021 Retirement, Taxes, and Strategies Under the New Administration (1 Credit Hour of Federal Tax Law)
  • 2021 How to Navigate the IRS When Problems Arise (1 Credit Hour of Federal Tax Law)
  • 2021 Planning for Social Security (2 Credit Hours of Federal Tax Law)
  • 2021 International Tax for Business (1 Credit Hour of Federal Tax Law)
  • 2021 Understanding Taxes for the Multinational Individual (1 Credit Hour of Federal Tax Law)
  • 2021 Tax Advantages of Being Both Employed and Self-Employed (1 Credit Hour of Federal Tax Law)
  • 2021 Basic Income Tax Planning (1 Credit Hour of Federal Tax Law)
  • 2021 Travel and Entertainment Update (1 Credit Hour of Federal Tax Law)
  • 2021 Federal Tax Law Updates (3 Hours of Federal Tax Law Updates)
  • 2021 Cryptocurrency Tax Strategies for 2021 (1 Credit Hour of Federal Tax Law)
  • 2021 Getting Safely Home in Retirement – Overcoming 8 Risks Facing Your Clients Retirement (1 Credit Hour of Federal Tax Law)
  • 2021 Understanding Foreign Bank Account Reporting Obligations (2 Credit Hours 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 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 Business Tax Strategies for 2021 (2 Credit hours of Federal Tax Law)
  • 2021 Tax Planning for 2021 A Look At Current Tax Law Proposals (1 Credit Hour of Federal Tax Law)
  • 2021 Tax Season Primer: Forms, Deductions, and other common issues (2 Credit Hours of Federal Tax Law)
  • 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)

Non-CE Courses included in this package:

  • Bookkeeping Basics (4.5 Hours)
  • Advanced Bookkeeping (3 Hours)
  • Introduction to Quickbooks (5 Hours)
  • 3 Steps for Tax Preparers to Generate Year-Round Revenue (1 Hour)
  • Critical Steps To Raising Your Rates Without Losing Clients (1 Hour)
  • Grow Your Bottom Line With High-Value Clients (1 Hour)
  • Create More Revenue On Your Clean-Up Projects (1 Hour)
  • Doing More By Doing Less (1 Hour)
  • The Stubborn Client (1 Hour)

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.
  • For more information, please view the following IRS document.  CLICK HERE.

Who may participate in the program?

  • Anyone with a preparer tax identification number (PTIN) is eligible to participate in the Annual Filing Season Program Record of Completion program.  
  • CLICK HERE to see the IRS FAQ for further details.