​​​​​​​​​​​​​​​​​Annual Federal Tax Refresher (AFTR) Workshops

The Annual Filing Season Program (AFSP) is a voluntary program designed to encourage non-credentialed tax return preparers to participate in continuing education courses. Return preparers who complete the requirements for the AFSP will be issued a Record of Completion that they can display and use to differentiate themselves in the marketplace if desired. Earning the AFSP Record of Completion gives tax preparers the right to discuss client tax information before revenue agents, customer service representatives and similar IRS employees, rather than only being able to request information.

During our live Annual Federal Tax Refresher (AFTR) Workshop, your instructor will provide tips and discuss the changes to the complex topics you need to know to pass the AFTR exam. Please note that additional continuing education credits are also a requirement to earn the record of completion. ​

Includes:

•    6 CPE for AFSP, CPA, CRTP
•    Instructor-led course
•    7 attempts to pass the online AFTR exam
•    E-book and print textbook
  
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Locations and registration

Thank you for your interest in this workshop. Unfortunately, workshops have ended for this year; however, Annual Federal Tax Refresher Course Self-Study​ is available.

Save the dates for 2025

We'll be hosting workshops for the following locations:

• Las Vegas – Sept. 16
• Philadelphia – Sept. 25
• Dallas – Oct 2
• Orlando – Oct. 20