The Ultra Unlimited Package is a comprehensive continuing education program for tax preparers. It provides extensive IRS-approved courses covering federal tax law updates, ethics, and specialized topics. This package offers 110+ credit hours to help tax professionals meet their continuing education requirements and stay up-to-date on the latest tax laws and regulations.
As part of this subscription package, you will get unlimited access to our entire 2021 - 2023 library of courses and our 2024 courses as they are released. You will also receive access to our Bookkeeping Basics course, Advanced Bookkeeping course, and Introduction to QuickBooks course.
Our Ultra Unlimited Package provides the following:
- Access to 2-4 monthly live webinars on new and evolving topics.
- Over 110 hours of IRS-approved continuing education from the best in the tax industry.
- Exclusive access to Bookkeeping and QuickBooks courses to expand your services.
- 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 recorded webinars and all new courses we will release this year.
- This package is valued at over $4,073 but can be yours for only $299.
- The tax webinar invites alone are worth up to $1340.
With this investment, you're saving thousands, setting up your tax-providing business, and you for a powerful and successful year.
CE Courses included in this package:
- 2024 Annual Federal Tax Refresher (6 hours of Annual Federal Tax Refreshers, with English and Spanish, closed captioning)
- 2024 Ethics Circular 230 (2 Credit Hours of Ethics, with English and Spanish, closed captioning)
- 2024 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law Updates, with English and Spanish, closed captioning)
- 2024 Form 1099-MISC and 1099-NEC (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 FBAR, FinCEN, and Beyond: Step-by-step compliance (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 A Deeper Dive into The Most Requested Tax Topics (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Usual and Unusual Deductions and Tax Credits (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Estate and Gift Tax Returns (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Business Entity Selection and Tax Implications (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Mid-Year Wake-Up Call (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Penalties, Fines, And Interest and How to Work with The IRS To Get Them Reduced And/Or Eliminated (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 What You Need to Know About Estate and Gift Planning – It's Not Just for the Wealthy (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Real Estate Tax Laws and Rental Property Rules Part 1 (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Real Estate Tax Laws and Rental Property Rules Part 2 (2 Credit Hours of Federal Tax Law)
- 2024 User Submitted Questions (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Estate & Succession Tax Laws (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Common Mistakes On Tax Returns And IRS Pitfalls (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 My Client Has Not Filed a Tax Return in Years, Now What? (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 IRS Dispute Resolution & Installment Agreements (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 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 Deductions And Credits - A Review And Analysis (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 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 Evolving Retirement Law with Secure Act 2.0 (1 Credit Hour 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 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 Common Mistakes and Missed Opportunities on Tax Returns (1 Credit Hour 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 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 Reporting Foreign Account & Assets – FBAR vs. Form 8938 (2 Credit Hours of Federal Tax Law, 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 Estates and Gifts, Deductions, and Tax Laws for Real Estate (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 How To Prepare A Fiduciary Return (2 Hours of Federal Tax Law, with closed captioning)
- 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 They 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)
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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.