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.