It also allows tax return preparers to be listed in an official IRS database alongside other practitioners with recognized credentials and other qualifications, such as CPAs, attorneys, and Enrolled Agents. This database is set up to educate consumers who utilize tax preparers to complete their returns and provides them with some level of assurance that the tax preparers listed are up-to-date on current tax laws and have met certain educational requirements.
Tax return preparers who earn the AFSP Record of Completion will enjoy continued representation rights. Effective January 1, 2016, only tax preparers who have received a Record of Completion are eligible to represent their clients before the IRS. (See FAQ below for further details.)
Includes a 6-hour Annual Federal Tax Refresher (AFTR) Course as well as all additional required CE (12 hours)
(10 hours of Federal Tax Law & 2 hours of Ethics)
Qualifies you to apply for your Annual Filling Season Program Record of Completion from the IRS and become eligible to be listed in the official IRS database for 2022.
Gleim reports completion directly to the IRS for you
Preparers who passed the Registered Tax Return Preparer exam or those who hold credentials (CPA and EA) are exempt from having to complete the Annual Federal Tax Refresher Course in order to get listed in the IRS directory. However, those exempt individuals must still complete Continuing Education in order to apply for their Record of Completion for 2022.
Includes 2 hours of Ethics, 3 hours of Tax Law Update, and 10 hours of Federal Tax Law
Gleim reports completion directly to the IRS for you
Learn about the IRS requirements for exemption.