AFSP Course Descriptions

18-hour AFTR Tax Preparer Package

This package satisfies the full continuing education requirement to be eligible for the IRS Annual Filing Season Program Record of Completion for PTIN holders who are required to complete the 6-hour AFTR course. It includes courses listed below, which satisfy the following categories:

  • Annual Federal Tax Refresher - 6 hours
  • Federal Tax Law - 10 hours
  • Ethics - 2 hours

All course materials are provided as PDF files that can be downloaded from your account immediately after purchase, exams are administered online and are accessed by logging in to your account. The IRS requires a passing score of 70% for each course.

Sequoia CPE is an IRS Approved Continuing Education Provider, our provider ID is XE26W.

Purchase - $79.50

All AFSP courses were required to be completed by 12/31/18. Courses for next year will be available Summer 2019.

See Am I Exempt? if you are unsure whether this is the correct package for your requirements.

2022 Annual Federal Tax Refresher

2022 Annual Federal Tax Refresher Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, various laws passed to address the financial consequences of the coronavirus pandemic significantly affect tax planning and may also affect taxpayers’ income tax liability. This course will examine many of those changes.
The Annual Federal Tax Refresher course is designed to meet the requirements of the IRS voluntary Annual Filing Season program. It discusses new tax law—including various tax extenders—and recent updates for the 2022 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.

Course Info:

  • Course #: 100G
  • Delivery: Self-Study
  • CPE Hours: 6
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Category: Annual Federal Tax Refresher
  • Total Pages: 188
  • Questions: 100
In organizing this course, the term “domain” is used in place of the more common “chapter” to more closely follow the language of the IRS Annual Federal Tax Refresher course outline.

IRS Program Approval Number: XE26W-A-00280-21-S

Course Objectives

Table of Contents

10-Hour Federal Tax Law Topics

10-Hour Federal Tax Law Topics This course is designed to meet the 10-hour federal tax law requirement for the Annual Filing Season Program (AFSP).
This course discusses how home business owners can reduce taxes by taking advantage of the array of deductions available to them. Covering topics from what qualifies as a home business, to start up and operating expenses, as well as more advanced deductions such as long-term assets - this course looks at home business tax issues from multiple angles.

Course Info:

  • Course #: 200G1
  • Delivery: Self-Study
  • CPE Hours: 10
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Category: Federal Tax Law
  • Total Pages: 0
  • Questions: 0

IRS Program Approval Number: XE26W-T-00292-21-S

Course Objectives

Table of Contents

2-Hour Ethics for Tax Preparers

2-Hour Ethics for Tax Preparers This course discusses various frivolous tax arguments and scams in relation to a federal tax preparer’s ethical obligations under IRS Circular 230. Additional information is provided on the civil and criminal penalties that can apply to your clients and the various penalties that can apply to you, the tax preparer, that violates ethical standards and your obligations under Circular 230.

Course Info:

  • Course #: 400G
  • Delivery: Self-Study
  • CPE Hours: 2
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Category: Ethics
  • Total Pages: 44
  • Questions: 10

IRS Program Approval Number: XE26W-E-00284-21-S

Course Objectives

Table of Contents