Continuing Education Course Library

This course satisfies the requirements for obtaining the AFSP - Record of Completion for the IRS voluntary Annual Filing Season Program (AFSP). This IRS Annual Federal Tax Refresher course package consists of the three elements necessary for qualifying for your AFSP - Record of Completion and entry onto the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications

More Info: IRS AFSP

This bundle will provide you access to all of our IRS continuing education courses and guarantees a minimum of forty (40) credit hours of material covering annual Tax Law Changes & Updates, General Tax Law topics, and Ethics. These courses meet the IRS continuing education requirements for Enrolled Agents and tax preparers participating in the Annual Filing Season Program – AFSP and various state level training requirements that mandate Federal tax training.

More Info: Unlimited Federal CE Courses

The Tax Prep 101 is tax training geared toward new to tax preparers. This course provides a comprehensive learning package for the foundational elements of individual tax preparation. Common tax topics are broken down into plain language that is easy for beginner tax preparers to understand. Learning modules are delivered both live and pre-recorded so you can learn on your schedule. Online access is available 24/7/365. Some topics include: income reporting, filing statuses, self employment, dependents, tax credits, deductions, and tax withholdings.

More Info: Federal Tax Prep 101

This CAA forensic training course is targeted for IRS Certifying Acceptance Agents and trains how to verify authentic vs. fraudulent identification documents, such as passports, driver's licenses, birth certificates, visas, national identification cards, and US state ID cards. The IRS CAA forensic training course can take several hours to complete, and upon completion you are provided a certificate that is used for applying to become an IRS Certifying Acceptance Agent (CAA), or renewing your existing CAA credential. Physical completion certificates will be sent out immediately upon completion to the address you provide. This CAA forensic document training online course and its certificate are accepted by the IRS for your CAA Forensic Document Training Requirement.

More Info: IRS Forensic Document Training

This course provides comprehensive tax preparer training on the details of handling non-citizen taxpayers and their tax identification numbers known as ITINs (Individual Taxpayer Identification Numbers). This ITIN tax preparation course bundle consists of 2 unique training courses breaking down the details and common areas of concern when filing U.S. tax returns for your immigrant clients.

More Info: ITIN Immigrant Tax Training

This training bundle is meant for NEW California Tax Preparers needing to meet the 60 credit hours of CTEC Qualifying Education training to officially become a licensed California Registered Tax Return Preparer (CRTP). The training content consists of a full 45 credits of Federal Tax Law and Ethics topics, and 15 credits of California State Tax Law topics. These tax training courses are geared toward a beginner to intermediate level tax preparer and has the goal of educating you on identifying where CA tax law differs from Federal and preparing you for a career as a Tax Preparer in the State of California.

More Info: CA CTEC Qualifying Education

This CTEC 20-hour continuing education bundle is meant for Returning CA Tax Preparers wanting to meet their renewal requirements with both the IRS and CTEC. Included in this package is 18 credit hours of access to our library of federal IRS Continuing Education materials, providing you with more than the required 10 hours of federal tax topics, 2 hours of Ethics, 3 hours of tax law updates, and 5 hours of CA tax law.

More Info: CA CTEC Continuing Education

This package is meant as an add-on for existing students, who have already purchased the 1 User Unlimited IRS Credits & Courses, or have already taken your Federal Training requirements elsewhere and need to add the 5 credit hours of CA state specific coursework to be able to renew annually with CTEC.

More Info: CA CTEC 5 Credit Training

Maryland state tax preparer training requirements have evolved to now requiring mandatory state level tax preparer registration, testing, and continuing education requirements. This bundle provides 16 credit hours of continuing education to meet Maryland tax preparer requirements. You have the ability to choose from 12 credits from our Federal IRS General Tax Law Training area, and 4 Maryland state specified tax education credits, 2 of which coming from the Ethics category and 2 covering Maryland state tax law specifically.

More Info: Maryland Tax Training

• Advanced Security for Tax Offices
• Identity Theft: Identification and Resolution
• ITIN Basics - Introduction to ITINs
• ITIN Basics - The Application Process
• ITIN Updates - Impact of PATH Act and TCJA changes
• Understanding the Principles of Individual Taxation: Basic Tax Overview
• Understanding the Principles of Individual Taxation: Business Expenses
• Understanding the Principles of Individual Taxation: Capital Gains, Asset Sales, and Stocks
• Understanding the Principles of Individual Taxation: Capitalization
• Understanding the Principles of Individual Taxation: Deductions
• Understanding the Principles of Individual Taxation: Dependents
• Understanding the Principles of Individual Taxation: Education Benefits and Credits
• Understanding the Principles of Individual Taxation: Filing Statuses and Requirements
• Understanding the Principles of Individual Taxation: Finalizing the Return
• Understanding the Principles of Individual Taxation: Income Explained
• Understanding the Principles of Individual Taxation: Income Forms and Reporting
• Understanding the Principles of Individual Taxation: Passive and Portfolio Income
• Understanding the Principles of Individual Taxation: Recordkeeping
• Understanding the Principles of Individual Taxation: Rental and Royalty Income
• Understanding the Principles of Individual Taxation: Retirement, Pensions, and Annuities
• Understanding the Principles of Individual Taxation: Self-Employment Income
• Understanding the Principles of Individual Taxation: Tax Credits
• Understanding the Principles of Individual Taxation: Taxes, Estimates, and Withholding
• Understanding the Principles of Individual Taxation: The Extra Bits TY2024
• Understanding the Principles of Individual Taxation: Vehicle Expenses

• SECURE Act 2.0
• Tax Law Updates - TY2024

• Digestible Circular 230 - Your Rights, Responsibilities, and Duties as a Tax Preparer
• The Nuts and Bolts of Due Diligence: How to Protect Your Office from an Audit
• Understanding the Principles of Individual Taxation: Practice Before the IRS

• Annual Federal Tax Refresher Course