Exclusive Unlimited Access for New Customers
The 2025 Unlimited Access Package is a specially priced offer available only to new customers who received our exclusive postcard invitation. This all-in-one continuing education solution gives you unlimited access to our vast library of IRS-approved, 100% video-based tax courses from 2022 through 2025.
Courses cover ethics, federal tax law updates, estate and succession planning, real estate taxation, international tax issues, and much more. All content is available in both English and Spanish with closed captioning, making it easier to serve a wider range of clients.
Whether you're brushing up on Circular 230 ethics, handling unfiled returns, or exploring entity selection, this package provides everything you need in one place. Plus, new 2025 courses are continuously added throughout the year.
Learning objectives include:
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Strengthen your understanding of ethical responsibilities under Circular 230 to ensure integrity and compliance in your tax practice.
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Stay current with federal tax law changes from 2022 through 2025, maintaining a solid grasp of evolving legal and regulatory standards.
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Deepen your expertise in specialized tax areas, including real estate transactions, estate and succession planning, and taxation for expatriates.
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Develop effective strategies for client engagement, IRS dispute resolution, and installment agreement setup to improve outcomes and client trust.
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Apply course concepts to real-world situations, such as addressing unfiled returns, selecting appropriate tax forms, and avoiding common filing errors.
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Expand your reach and service capabilities by accessing all course content in both English and Spanish, with closed captioning included.
CE Courses Included in this package:
- 2025 Ethics Circular 230 (2 Credit Hours of Ethics, with English and Spanish, closed captioning)
- 2025 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law Updates, with English and Spanish, closed captioning)
- 2025 International Tax Essentials: Sourcing Rules, Critical Forms & Global Trends (2 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 Exploring Credits & Deductions for Maximum Impact (2 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 Essential Trust & Estate Tax Strategies to Protect Assets (2 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 Your Top Tax Questions – Answered (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 Key Tax Law Changes: What’s In & What’s Out (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 How to Help Clients Who Haven’t Filed in Years (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 Installment Agreements & Offers in Compromise (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 IRS Red Flags & Common Filing Errors (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 Schedule C Updates for Income Tax Filings (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2025 Choice of Entity and Tax Issues (2 Credit Hours of Federal Tax Law, 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 Itemized Deductions (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 End-of-Year Tax Check-In and 2025 Preview (2 Credit Hours of Federal Tax Law, 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 Hour 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: How To… Value Assets For Tax Purposes (2 Credit Hours 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 Tax Laws: What Will Congress Do Next? (1 Credit Hour 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 Evolving Retirement Law with Secure Act 2.0 (1 Credit Hour 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 Entity Selection for Small Businesses: Which One is Best? (1 Credit Hour of Federal Tax Law, 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 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 Deductions Update: Travel, Entertainment, Vehicles, and More (1 Credit Hour of Federal Tax Law)
- 2022 Ethics Circular 230 (2 Credit Hours of Ethics)
- 2022 Tax Implications of the Inflation Reduction Act (1 Credit Hour 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 Federal Tax Law Updates - (3 Credit Hours of Federal Tax Law Updates)
- 2022 Real Estate Tax Update (1 Credit Hour of Federal Tax Law)
- 2022 Mid-Year 1040 Update (2 Credit Hours of Federal Tax Law)
- 2022 Reporting Foreign Account & Assets – FBAR vs. Form 8938 (2 Credit Hours of Federal Tax Law)
- 2022 Tax Issues for US Citizens Living & Working Abroad (2 Credit Hours of Federal Tax Law)
- 2022 How to Prepare a Gift Tax Return (2 Credit Hours of Federal Tax Law)
- 2022 Tax Issues for American Expatriates (2 Hours of Federal Tax Law)
- 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 Reducing Liability with Client Engagement Agreements (2 Credit hours of Federal Tax Law)
- 2022 How To Prepare A Fiduciary Return (2 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)
What is the benefit to me of participating in the Annual Filing Season Program (ASFP)?
- Your name is listed in the Federal Tax Return Preparers Directory on the IRS website, along with your Credentials and Select Qualifications, which are updated and available every January.
- You will have certain representation rights for the tax returns you prepare and sign.
- You are committed to staying up-to-date with evolving 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.
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 following 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 provider will satisfy the requirement. The yearly requirements for 2025 and beyond for Non-Exempt status tax preparers are 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 for Exempt status tax preparers are 15 hours, this 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, CPAs, and RTRPs have an exempt status that will reduce the number of hours required.
Who is exempt and able to obtain the AFSP – Record of Completion without taking the annual federal tax refresher course?
- Anyone who passed the Registered Tax Return Preparer test administered by the IRS between November 2011 and January 2013.
- Established state-based return preparer program participants currently with testing requirements: Return preparers who are active registrants of the Oregon Board of Tax Practitioners, California Tax Education Council, and/or Maryland State Board of Individual Tax Preparers.
- SEE Part I Test-Passers: Tax practitioners who have passed the Special Enrollment Exam Part I within the past three calendar years.
- VITA/TCE volunteers: Quality reviewers, instructors, and return preparers with active PTINs.
- Other accredited tax-focused credential-holders: The Accreditation Council for Accountancy and Taxation's Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) programs.
