Address
521 Hauppauge Road (Suite 310)
Hauppauge, NY 11788
Phone
631-361-8111
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We have courses designed for Exempt and Non-Exempt, please call us to confirm which category you fall into and which course is best for your needs.
Courses
Retirement Income Taxation CE Package for Exempt Preparers
When your clients retire, they will leave behind many things—the daily grind, commuting, maybe an old home—but one thing they will keep is a tax bill. In fact, income taxes can be the single largest expense in retirement. As more and more taxpayers have reached or passed the retirement age, it is more important than ever for tax preparers to stay up-to-date on the tax treatments of the various types of retirement income.
Courses included will meet all the CE requirements of the preparers who are exempt from the Annual Filing Season Program (AFSP).
You are exempt from the AFSP requirements if you fall into one of the following categories:
Passed the Registered Tax Return Preparer (RTRP) test
Completed regulations set by state standards, CTEC and OBTP members
Passed the Enrolled Agent Part 1 Exam in the last 2 years
You are a VITA Quality Reviewer and Instructor with active PTIN
You are a CPA, Attorney or an Enrolled Agent
Please note: Upon completion of the CE courses, you will also need to consent to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230 to complete the program requirements for the AFSP-ROC. This information can also be found in your secure email account once you log into your PTIN account. Contact the IRS for any questions regarding the AFSP Record of Completion.
Price
Duration
$79.95
15 hours
Business Tax CE Package for Exempt Preparers
Running a business is hard enough without adding the complexity of filing taxes each year. More and more business owners will look to their tax experts to help them wade through the process and understand all the rules regarding filing a return. As the tax expert, it is your job to be on top of new tax regulations pertaining to business tax filing.
Courses included will meet all the CE requirements of the preparers who are exempt from the Annual Filing Season Program (AFSP).
You are exempt from the AFSP requirements if you fall into one of the following categories:
Passed the Registered Tax Return Preparer (RTRP) test
Completed regulations set by state standards, CTEC and OBTP members
Passed the Enrolled Agent Part 1 Exam in the last 2 years
You are a VITA Quality Reviewer and Instructor with active PTIN
You are a CPA, Attorney or an Enrolled Agent
Please note: Upon completion of the CE courses, you will also need to consent to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230 to complete the program requirements for the AFSP-ROC. This information can also be found in your secure email account once you log into your PTIN account. Contact the IRS for any questions regarding the AFSP Record of Completion.
Price
Duration
$79.95
15 hours
1040 Basics CE Package for Exempt Preparers
Form 1040 is one of the official forms used by U.S. taxpayers every year to file an annual income tax return. While the latest version of the form is intended to make it easier for taxpayers and tax preparers to file, there are still a few things that can be missed. It is important for tax preparers to not only know the form but also know the various schedules that may need to filled out with it for more complicated tax situations.
Courses included will meet all the CE requirements of the preparers who are exempt from the Annual Filing Season Program (AFSP).
You are exempt from the AFSP requirements if you fall into one of the following categories:
Passed the Registered Tax Return Preparer (RTRP) test
Completed regulations set by state standards, CTEC and OBTP members
Passed the Enrolled Agent Part 1 Exam in the last 2 years
You are a VITA Quality Reviewer and Instructor with active PTIN
You are a CPA, Attorney or an Enrolled Agent
Please note: Upon completion of the CE courses, you will also need to consent to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230 to complete the program requirements for the AFSP-ROC. This information can also be found in your secure email account once you log into your PTIN account. Contact the IRS for any questions regarding the AFSP Record of Completion.
Price
Duration
$79.95
15 hours
The One Big Beautiful Bill Act Tax Provisions
Sweeping new legislation passed July 4, 2025 is referred to as the One Big Beautiful Bill Act (OBBBA). This course examines tax provisions of the Act, beginning with those effective for 2025 and followed by those becoming effective in 2026 and beyond. The new law makes permanent many of the TCJA tax provisions and makes changes to existing tax laws, some permanent and others temporary. A brief explanation of tax law prior to OBBBA is provided, and appropriate context is added to facilitate understanding of the pre-enactment environment and the impact of the legislative changes. This course covers both individual and business tax provisions.
Price
Duration
$32.95
6 hours
Reporting Global Income in the United States
Provides 1 CE credit and discusses U.S. taxpayers' global income reporting, including foreign tax credits, exclusions, tax treaty benefits, and residency rules. It ensures compliance with international tax laws and proper income sourcing.
Price
Duration
$39
1 hour
Written Information Security Plan (WISP)
This course provides 1 CE credit on Written Information Security Plan (WISP) for tax and accounting practices, covering regulatory requirements, steps for development, risk assessment, safety measures, employee training, and incident response.
Price
Duration
$39
1 hour
