Where Tax Skills Meet Digital Learning.
Course Library
🛑 CE DEADLINE: ALL COURSES MUST BE COMPLETED BY 11:59 PM, DEC 31.
Annual Filing Season Program (AFSP)
A voluntary IRS program for non‑credentialed tax return preparers. Completing it gives you an AFSP Record of Completion, which:
Annual Federal Tax Refresher (AFTR)
Introduction: Stay current with the latest tax laws and ethics in this essential AFTR course.
Course Description: Master new tax laws and ethics with the AFTR course for the IRS Annual Filing Season Program (AFSP). Complete by December 31st to receive credit. Note: This course does not provide credit for Enrolled Agents (EA).
ETHICS
Introduction: This essential 2‑hour course covers key Circular 230 rules and requirements for tax professionals.
Course Description: From Authority to Practice to Geneal Provisions, learn Duties and Restrictions, Sanctions, Disciplinary Rules, and the Preparer Compliance Program. Completion satisfies a required component of the Annual Filing Season Program (AFSP).
Schedule C: Step By Step
Introduction: Gain confidence in preparing Schedule C with clear, step‑by‑step guidance.
Course Description: Learn to complete Schedule C—from calculating gross income to deducting expenses—with practical, easy-to-follow instruction.
1040 Basics: Step-By-Step
Introduction: Simplify tax return preparation with this clear, step-by-step 1040 course.
Course Description: Learn to prepare Form 1040 with a five‑part, step-by-step approach covering The Tax Return, Income, Deductions, Credits and Payments, Taxes, and Finishing the Return. Perfect for beginners and a great refresher for seasoned preparers.
Step-by-Step Business Returns (1120S and 1065)
Introduction: Master the preparation of business tax returns with clear, step-by-step guidance.
Course Description: Learn to prepare Forms 1120S and 1065 with a systematic approach that breaks the process into manageable steps. This course covers all essential aspects of filing S-Corporation and Partnership returns, providing practical instruction for both beginners and experienced preparers.
Identity Theft and Cyber Security
Introduction: Gain essential knowledge on protecting client data and preventing identity theft.
Course Description: This course provides a foundational understanding of identity theft and cyber security, including who it affects and how to safeguard information. Learn the Graham-Leach-Bliley Act requirements, compliance methods, and strategies to prevent cyber threats. Upon completion, participants will understand their responsibilities under the Act and how to maintain strong information security practices.
UNDERSTANDING THE DARK WEB and BITCOIN
Introduction: Explore the impact of the Dark Web and Bitcoin on identity theft and taxpayer data security.
Course Description: This 2‑CE course provides tax preparers with current insights into the Clear Web vs. Deep Web, the Dark Web, Bitcoins, and the TOR Browser. Learn best practices for safeguarding taxpayer data and preventing cybercrimes, with tailored Q&A for tax professionals.
Earned Income Tax Credit (EITC)
Introduction: Master the essentials of the Earned Income Tax Credit to better serve your clients.
Course Description: This course uses IRS Publication 596 to cover the definition, history, and 15 qualifying rules for the EITC. Learn real‑world scenarios, due diligence requirements, and penalties for noncompliance. Gain the knowledge needed to ensure accurate claims and maximize client benefits.