As an approved California Tax Education Council (CTEC) tax education provider, we offer a CTEC-approved 15-hour course package for tax preparers. Our courses are led by top industry leaders renowned for their expertise in tax law, including Dr. Bart Basi, Roman Basi, and Doug Stives. With their guidance, you can confidently stay on top of tax changes and navigate complex tax scenarios. We cover all significant changes and topics, including federal tax law updates, real estate tax laws, rental property rules, IRS dispute resolution, and Estate and Succession Tax Laws.
The 15 hours contained in this package include the following:
- 2 Hours of Ethics
- 3 Hours of Federal Tax Law Updates
- 10 Hours of Federal Tax Law Related Topics
This package covers all significant tax changes and topics affecting all taxpayers.
Course titles included in this package:
- 2025 Ethics Circular 230 (2 Credit Hours of Ethics)
- 2025 Federal Tax Law Updates - (3 Credit Hours of Federal Tax Law Updates)
- 2025 Choice of Entity and Tax Issues (S-Corp, C-Corp, Partnership or Sole Proprietor) (2 Credit Hours of Federal Tax Law)
- 2025 Schedule C Updates for Income Tax Filings (2 Credit Hours of Federal Tax Law)
- 2025 IRS Red Flags & Common Filing Errors (2 Credit Hours of Federal Tax Law)
- 2025 How to Help Clients Who Haven’t Filed in Years (2 Credit Hours of Federal Tax Law)
- 2025 Exploring Credits & Deductions for Maximum Impact (2 Credit Hours of Federal Tax Law)
Learning Objectives:
- Understand the ethical and regulatory obligations outlined in Circular 230.
- Stay current on critical 2025 tax law changes, including inflation adjustments, EV credits, bonus depreciation, and 1099-K reporting.
- Analyze and compare the tax implications of S-Corps, C-Corps, partnerships, and sole proprietorships.
- Navigate complex Schedule C reporting requirements and identify red flags that trigger audits.
- Apply IRS-approved tax strategies for credits, deductions, and depreciation.
- Support clients who haven’t filed in years by developing resolution strategies that minimize penalties.
- Identify audit risks, reporting errors, and IRS enforcement practices to ensure compliance and client protection.
Our comprehensive 15-hour IRS-approved continuing education package includes seven high-impact courses designed to keep you compliant and fully prepared for the 2025 tax season. It begins with 2025 Ethics: Understanding Circular 230, where you’ll gain essential knowledge of your ethical responsibilities and how to maintain compliance with IRS standards. The 2025 Federal Tax Law Updates course ensures you’re up to date on changes to tax brackets, deductions, credits, and IRS filing requirements. In the 2025 Choice of Entity and Tax Issues, you’ll explore the pros and cons of S-Corps, C-Corps, Partnerships, and Sole Proprietorships so you can better advise clients on business formation decisions.
You'll also dive into 2025 Schedule C Updates for Income Tax Filings, which covers self-employment income, key deductions, and audit red flags for sole proprietors. The 2025 IRS Red Flags and Common Filing Errors course equips you to identify audit triggers and avoid costly compliance mistakes. With 2025 How to Help Clients Who Haven’t Filed in Years, you'll learn a structured approach for bringing delinquent filers back into good standing with the IRS. Finally, 2025 Exploring Credits & Deductions for Maximum Impact reveals strategies to maximize tax savings using a wide range of deductions and credits while ensuring full IRS compliance.
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 calendar year to qualify for the 2021 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 2020 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.
