AFSP Course Descriptions

15-hour AFTR-Exempt 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 NOT required to complete the 6-hour AFTR course. It includes courses listed below, which satisfy the following categories:

  • Federal Tax Law - 10 hours
  • Federal Tax Updates - 3 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. Exams can be retaken as many times as needed at no additional cost.

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

Purchase - $64.50

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.

10-Hour Federal Tax Topics

10-Hour Federal Tax Topics This course is designed to meet the 10 hour federal tax law requirement for the Annual Filing Season Program (AFSP). This course is divided into 2 parts. Part 1, Car, Travel, and Home Office Deductions will guide you through the ins and outs of maximizing business deductions for car expenses, travel, meals, and home offices. It includes detailed, clear explanations and practical examples of how the tax law is applied.
Part 2, Real Estate Tax Issues, describes how real estate is the largest investment most Americans will ever have. This course covers the tax implications of selling a home, as well as the investment of a second home for personal or rental purposes.

Course Info:

  • Course #: 200E
  • Delivery: Self-Study
  • CPE Hours: 10
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Category: Federal Tax Law
  • Total Pages: 270
  • Questions: 50

IRS Program Approval Number: XE26W-T-00220-19-S

Course Objectives

Table of Contents

3-Hour Federal Tax Law Update

3-Hour Federal Tax Law Update The Federal Income Tax Changes Summary - 2019 course examines the current tax changes that are more significant from the perspective of an income tax preparer. Context is provided, as appropriate, to assist in understanding the changes. A brief discussion of the individual taxpayer provisions of the Tax Cuts and Jobs Act of 2017 is also included.

Course Info:

  • Course #: 300E
  • Delivery: Self-Study
  • CPE Hours: 3
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Category: Federal Tax Law Update
  • Total Pages: 92
  • Questions: 15

IRS Program Approval Number: XE26W-U-00216-19-S

Course Objectives

Table of Contents

2-Hour Ethics for Tax Preparers

2-Hour Ethics for Tax Preparers This course is designed to meet general ethics requirements. It covers the IRS Circular 230 and Statements on Standards for Tax Services.

Course Info:

  • Course #: 400E
  • Delivery: Self-Study
  • CPE Hours: 2
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Category: Ethics
  • Total Pages: 60
  • Questions: 10

IRS Program Approval Number: XE26W-E-00219-19-S

Course Objectives

Table of Contents