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Course Library

AFSP
CE DEADLINE: ALL COURSES MUST BE COMPLETED BY 11:59 PM, DEC. 31.
Annual Filing Season Program Bundle
Complete the IRS continuing education needed for the 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
Enroll in AFSP Bundle
CE Deadline
December 31 • 11:59 PM
Annual Federal Tax Refresher – Tax Year 2026
6 IRS CE Hours
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 Provisions
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, CPAs, or Attorneys.
Enroll in AFTR
CE Deadline
December 31 • 11:59 PM
Ethics & Professional Responsibility for Tax Professionals
2 IRS CE Hours
A comprehensive 2-hour 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 participation in the IRS Annual Filing Season Program.
Enroll in Ethics
CE Deadline
December 31 • 11:59 PM
Schedule C: Step-by-Step for Modern Tax Preparers
3 IRS CE Hours
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.
Enroll in Schedule C
CE Deadline
December 31 • 11:59 PM
Cybersecurity, Identity Theft, and AI Risks for Tax Professionals
2 IRS CE Hours
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.
Enroll in Cybersecurity
CE Deadline
December 31 • 11:59 PM
AI Tools for Tax Preparers
3 IRS CE Hours
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.
Enroll in AI Tools
CE Deadline
December 31 • 11:59 PM
WISP in Practice: Protect Your Clients & Your License
2 IRS CE Hours
Build a Written Information Security Plan that satisfies IRS and FTC requirements and protects 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.
Enroll in WISP