IRS CE Deadline
All CE courses must be completed by December 31 at 11:59 PM
18 IRS CE Hours
Annual Filing Season Program Bundle
Complete the IRS continuing education needed for the Annual Filing Season Program (AFSP) Record of Completion.
18 IRS CE Hours Included
Annual Federal Tax Refresher — TY2026
6 CE
Ethics & Professional Responsibility
2 CE
Schedule C: Step-by-Step
3 CE
Cybersecurity, Identity Theft & AI Risks
2 CE
AI Tools for Tax Preparers
3 CE
WISP in Practice
2 CE
Bundle Registration
$99
Enroll
15 IRS CE Hours
AFSP Bundle — EA / CPA / Attorney
Complete the IRS continuing education needed for the Annual Filing Season Program (AFSP) Record of Completion — designed for Enrolled Agents, CPAs, and Attorneys who are exempt from the AFTR requirement.
15 IRS CE Hours Included
Tax Law Changes — TY2026
3 CE
Ethics & Professional Responsibility
2 CE
Schedule C: Step-by-Step
3 CE
Cybersecurity, Identity Theft & AI Risks
2 CE
AI Tools for Tax Preparers
3 CE
WISP in Practice
2 CE
For EA / CPA / Attorney only. These preparers are exempt from the Annual Federal Tax Refresher (AFTR) requirement and need only 15 CE hours for AFSP completion. See IRS Pub. 5646.
Bundle Registration
$79
Enroll
6 CE Hours
Annual Federal Tax Refresher – Tax Year 2026
Complete the AFTR requirement for the IRS Annual Filing Season Program with TY2026 tax law updates, Form 1040 fundamentals, ethics, due diligence, and AFSP program rules.
Domain 1
TY2026 Inflation Adjustments
OBBBA New Provisionsf
cpaC Domain 2
Individual Income Tax Fundamentals
Major Form 1040 Topics
Credits & Deductions
Domain 3
Ethics & Circular 230
Due Diligence & Data Security
EA / CPA / Attorney
This course does not provide CE credit for Enrolled Agents. See IRS Pub. 5646 for AFSP CE requirements.
Course Registration
$47
Enroll
2 CE Hours
Navigating Circular 230 in an AI World
A comprehensive CE course covering all Circular 230 subparts, AI ethics in practice, fees, conflicts, client duties, and OPR enforcement — fully updated for 2026.
Circular 230
Practitioner Duties
Standards for Tax Advice
Professional Conduct
Due Diligence
Conflicts, Fees & Client Duties
Modern Ethics
AI Ethics in Practice
OPR Enforcement
Required AFSP Component
Ethics CE is required for the IRS Annual Filing Season Program.
Course Registration
$12
Enroll
3 CE Hours
Schedule C: Step-by-Step for Modern Tax Preparers
A practical Schedule C course covering gig work, self-employment income, business deductions, vehicle expenses, home office, and common preparer mistakes.
Business Income
1099-NEC & 1099-K Reporting
Gig Economy Issues
Deductions
Ordinary & Necessary Expenses
Vehicle & Home Office
Tax Results
Self-Employment Tax
QBI & Estimated Payments
Common Error Area
Schedule C errors can affect SE tax, QBI, estimated payments, and IRS matching notices.
Course Registration
$24
Enroll
2 CE Hours
Cybersecurity, Identity Theft, and AI Risks for Tax Professionals
Learn how to protect taxpayer data, recognize identity theft threats, and defend your practice against phishing, ransomware, and AI-powered fraud.
Cybersecurity
FTC Safeguards Rule
Security Controls & Best Practices
Identity Theft
Tax-Related Identity Theft
IRS Security Summit Guidance
AI Threats
Voice Clone & Deepfake Risks
AI-Enabled Fraud
High-Risk Environment
Tax professionals are frequent targets for cybercrime, identity theft, phishing, and AI-enabled fraud.
Course Registration
$12
Enroll
3 CE Hours
AI Tools for Tax Preparers
Learn how to safely use ChatGPT, Claude, and Microsoft Copilot in tax practice while complying with Circular 230, §6694, confidentiality requirements, and professional standards.
AI Applications
ChatGPT, Claude & Microsoft Copilot
Prompt Engineering & Workflow Automation
Professional Standards
Circular 230 Compliance
§6694 Preparer Responsibilities
Risk Management
Client Confidentiality
AI Policies & Documentation
Your PTIN Is On The Return
AI can assist your work, but it cannot assume your professional responsibility. Every return you sign remains your responsibility.
Course Registration
$24
Enroll
2 CE Hours
WISP in Practice: Protect Your Clients & Your License
Build a Written Information Security Plan that satisfies IRS and FTC requirements and helps protect taxpayer information in your tax practice.
WISP Requirements
FTC Safeguards Rule
Gramm-Leach-Bliley Act
IRS Guidance
IRS Publication 5708
Security Summit Best Practices
Course Outcome
Completed WISP Template
Ready for Implementation
This Is Not Optional
Every tax preparation business must maintain a Written Information Security Plan.
Course Registration
$16
Enroll
3 CE Hours
Tax Law Changes — TY2026
Stay current on the latest federal tax law changes affecting your clients’ returns. Covers OBBBA provisions, inflation adjustments, and key updates for TY2026.
New Legislation
OBBBA New Provisions & Effective Dates
Key Changes Affecting Individual Returns
Inflation Adjustments
TY2026 Thresholds & Phase-Outs
Standard Deduction & Bracket Updates
Client Impact
Credits & Deduction Changes
Planning Opportunities for Preparers
Required Annual Update
Tax law changes each year affect every return you prepare. Missing key provisions can lead to errors, penalties, and client complaints.
Course Registration
$24
Enroll