How to Set Yourself Apart From Unqualified Tax Preparers
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How to Set Yourself Apart From Unqualified Tax Preparers
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The IRS has implemented the Annual Filing Season Certificate to help protect taxpayers during the 2015 season. While it is voluntary, those who elect to take it will have an advantage over preparers who do not.
Transcript of How to Set Yourself Apart From Unqualified Tax Preparers
How to Set Yourself Apart!
From Unqualified Tax Preparers!
IRS Annual Filing Certificate!The IRS has implemented the Annual Filing Season Certificate to help protect taxpayers during the 2015 season!!While it is voluntary, those who elect to take it will have an advantage over preparers who do not. !
The Advantages!• Listing on the IRS.gov website as certified.
This list will be marketed to taxpayers to help them determine who is qualified to prepare their taxes.!
• Taking the AFTR will give you eligibility as an unenrolled preparer to represent your clients during the examination of a return in 2015. !
• You can add “as seen on IRS.gov” to your email signature, business cards, etc.!
• You will gain a certificate from the IRS.!
How to Qualify in 2014!• Have an active PTIN.!• Complete 11 hours of CE
(Since the AFSC program is being implemented a6er mid-‐year in 2014 the 12 hour CE requirement for 2014 is prorated and for 2014 only). !– 6 hours of the Annual
Federal Tax Refresher (AFTR) course (with a required comprehension test at completion)!
– 3 hours of federal tax law topics!
– 2 hours of ethics!
How to Qualify after 2014!• You must have an
active PTIN!• You must complete 18
hours of CE annually from IRS-approved CE providers. !– 6 hours of the Annual Federal Tax Refresher (AFTR) course (with a required comprehension test at completion)!
– 10 hours of federal tax law topics!
– 2 hours of ethics!
Who is Exempt?!• Registered Tax Return Preparers (RTRP) • Oregon/California and other state based return preparer tesIng programs
• Accredited Tax Preparers through AccreditaIon Council for Accountancy/TaxaIon
• Part 1 of the Special Enrollment Exam during 2 year eligibility window
• Successful VITA program reviewers and instructors NOTE: Exempt Preparers must complete 15 hours of conInuing educaIon ANNUALLY.!
Start Taking Your CE Now and Be Ready for Tax Season!
Once you have met all three requirements for the AFSC • Renewed your PTIN for
the AFSC • Taken the appropriate
amount of CE • Completed and passed
the AFTR course/test if required)
A cerIficate will be available in your PTIN holder’s online IRS account for prinIng.
The Income Tax School Can Help!Set yourself apart by getting your AFSC through us!• We are an IRS-Approved
Education Provider. !• We offer the Annual
Federal Tax Refresher and all required CE.!
You can count on us to meet all of your tax education needs.!
• Online 24/7!• TOP Quality Tax Content!• Instructor Support from
Tax Pros!• Money Back Guarantee!
Register NOW for two years and save!
This Year… You’ll receive • 6-‐hour Annual Federal Tax
Refresher Course for Non-‐Exempt Tax Preparers for 2014
• 5 addiIonal CE hours: 2 hours of Ethics and 3 hours of Federal Tax Law.
Next Year… You’ll receive: • 6-‐hour Annual Federal Tax
Refresher Course for Non-‐Exempt Tax Preparers for 2015
• 12 addiIonal CE hours: 2 hours of Ethics and 10 hours of Federal Tax Law.
Two Years for: $149
Find Out More!
1.800.984.1040 TheIncomeTaxSchool.com @TaxSchool Facebook.com/TheIncomeTaxSchool
