Get the credits you need, on your terms. The 15-Hour IRS-approved Choose Your Package gives you the flexibility to build a continuing education bundle that matches your workflow, your clients, and the topics that matter most for the 2026 tax season.
Instead of a one-size-fits-all approach, you’ll choose from high-impact, IRS-approved CE courses covering 2026 tax law updates, OBBBA changes, real-world filing challenges, and practical tax strategies.
This package includes two essential, must-have courses, 2026 Federal Tax Law Updates (Dr. Bart) and 2026 Ethics (Circular 230) with Roman Basi, so you can confidently cover your core requirements. From there, you’ll choose the remaining courses to complete your 15-hour package, building a bundle that fits your clients and your day-to-day work.
Start With the Core Requirements (Included)
Your package begins with the foundation every tax professional needs:
- 2026 Federal Tax Law Updates – Dr. Bart
Get a clear breakdown of the most important changes affecting 2026 returns, including updated tax brackets, deduction limits, reporting rules, and high-risk areas like tip income, overtime deductions, and worker classification. - 2026 Ethics (Circular 230) – Roman Basi
Understand IRS standards for due diligence, practitioner responsibilities, conflicts of interest, and enforcement trends, so you can prepare returns with confidence and protect your practice.
Then Choose the Courses That Fit You and Your Clients
After your core courses, you’ll select additional training to complete your 15-hour CE requirement.
OBBBA Changes That Are Reshaping Tax Preparation
The One Big Beautiful Bill Act (OBBBA) continues to drive major changes across the tax landscape, and this package gives you multiple ways to understand and apply it:
- OBBBA: What You Need to Know (Doug Stives) – A clear, practical overview of how the law impacts current returns
- OBBBA Explained: Rules & Impacts (Jason Dinesen) – Real-world application of deductions, reporting issues, and planning strategies
- Navigating Credits and Deductions Under the OBBBA (Roman Basi) – Focused training on Child Tax Credit updates, Section 179, bonus depreciation, and QBI
Together, these courses help you move beyond theory and confidently apply new rules across both individual and business returns.
Strengthen Your Skills in High-Impact Areas
Choose additional courses based on the work you do most:
- Smart 1099 Reporting Practices & Updates (Jason Dinesen)
Learn the latest on IRIS vs. FIRE, digital transactions, Form 1042-S, and evolving reporting requirements - Tax Season Problem-Solving with Live Q&A (Doug Stives)
Work through real filing challenges, including extensions, credits, retirement rules, and common errors that trigger IRS notices - Common Tax Questions (Laci Henson)
Get clear answers to the issues tax professionals face every day - Tax Strategies for Middle-Income Households (Jason Dinesen)
Discover practical strategies to help clients reduce tax liability and improve outcomes - Estate and Trust Tax Implications (Dr. Bart)
Understand how trusts, gifting strategies, and Forms 1041, 706, and 709 impact wealth transfer and tax exposure
Why This Package Works
- Tax Law Updates + Ethics are already included
- Choose the remaining courses to fit your needs
- IRS-approved CE that meets your 15-hour requirement
- Built around real tax preparation scenarios, not theory
The Flexible Way to Complete Your CE
This isn’t a pre-built bundle. It’s a customizable learning experience designed for real tax professionals.
Get the required foundation. Choose what matters most. Complete your 15 hours with confidence.
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The benefits for Annual Filing Season Program (AFSP) participants are:
- Your name is listed in the Federal Tax Return Preparers Directory on the IRS website with your Credentials and Select Qualifications, updated and 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 and potential clients that you are a well-educated tax preparer who understands and implements the tax law updates that occur each year.
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By choosing My Tax Courses Online for your IRS-approved Continuing Education, you are:
- You can access courses taught by top tax professionals, including Dr. Bart Basi, Roman Basi, Laci Henson, Doug Stives, and more.
- IRS-approved courses are updated each year, and new courses are continually added.
- On-demand videos and materials to access
- Fast reporting – We pride ourselves on submitting your approved CE credits directly to the IRS within 7 days.
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How do I participate in the Annual Filing Season Program (AFSP)
The Annual Filing Season Program (AFSP) recognizes non-credentialed tax return preparers who are looking to enhance their professionalism. To qualify, follow these steps:
- Continuing Education: Complete 18 hours of IRS-approved continuing education, including a six-hour federal tax law refresher course with a test. If you're exempt, complete 15 hours, including 3 hours of federal tax law updates.
- PTIN Renewal: Renew your Preparer Tax Identification Number (PTIN) for the next year.
- Consent to Circular 230: Agree to follow the rules in Circular 230.
Once you finish these steps, you'll get an "Annual Filing Season Program – Record of Completion" from the IRS.
CLICK HERE to see the IRS FAQ for further details.
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Do you need 15 hours (Exempt) or 18 hours (Non-Exempt) of Continuing Education?
Most people need 18 hours, which is Non-Exempt. You're Exempt if you fall under one of these top categories:
- Passed the Registered Tax Return Preparer Test between November 2011 and January 2013.
- Are in a state-based program with testing requirements (like Oregon, California, or Maryland).
- Passed SEE (Special Enrollment Exam) Part I in the last three years.
To see the complete list of exemptions, review the following IRS document. CLICK HERE.
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Here's a step-by-step guide to get an AFSP Record of Completion.
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Education Requirement: Complete 18 hours of continuing education from IRS-approved CE Providers, such as My Tax Courses Online, and includes the following requirements:
- Take a 6-hour Annual Federal Tax Refresher (AFTR) course from an IRS-approved provider like My Tax Courses Online. Pass the course's test.
- Complete 10 hours of additional training on federal tax law topics.
- Complete 2 hours of Ethics.
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Education Requirement: Exempt participants must complete 15 hours of continuing education from IRS-approved CE Providers, such as My Tax Courses Online, which includes the following requirements:
- Pass the 3-hour federal tax law update course.
- Complete 10 hours of extra training on federal tax law topics.
- Complete 2 hours of ethics training.
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Active PTIN: Make sure to renew your Preparer Tax Identification Number (PTIN).
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Compliance Consent: Agree to follow the rules in Circular 230.
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When and how will you receive your Record of Completion?
Your Record of Completion is issued to you once all requirements are completed, which includes renewing your Preparer Tax Identification Number (PTIN) for the upcoming year and agreeing to the rules in Circular 230.
- If you have an online PTIN account, you will receive an email from taxpros@ptin.irs.gov with instructions on how to sign the Circular 230 consent and access your certificate.
- If you need an online PTIN account, you will receive a letter with instructions on completing the application process and obtaining your certificate.
