IRS
Annual Federal Tax Refresher Course (AFTR)
The
packages offered for the AFTR satisfy requirement for the new Annual Filing
Season Program (AFSP).
Our
classes are offered live ONLY Nov 11 & 12 ,
2024
IRS
CE Program chart
Each
package include 18 hours of continuing education for Filing Season 2024:
-
six (6) hour Annual Federal Tax Refresher (AFTR) course
- 10 hours of other federal tax law topics and
- two (2) hours of ethics.
Comprehensive
Review classes
Review
classes are offered that fit various levels of tax knowledge
Our
classes are offered live, internet or live streaming
Enrolled Agent Exam Part I , II , III
Intensive
and extensive preparation for preparers wanting to sit the SEE exam .
Our EA books covers the three (3) part exam with detailed problems and
solutions .
Tax Preparers in this income tax class have successfully passed
the exam the first time at our prep class.
Mastering
1040 for beginners 10 credits (TBD)
Learning tax preparation- includes the new Annual Federal Tax Refresher
Course .
Fling
season record of completion directly from the IRS.
It starts at the basic and progresses ; for learning or improving tax
preparation skills .
Mastering
1040 Advanced
This
class involves comprehensive study leading to mastering 1040 tax return
preparation at advanced level
For individuals in the tax profession needing advanced knowledge including
the full scope of returns. Includes capital gains and losses , more complex
installment sales and estate and trusts.
Enrolled
Agents Continuing Education
ATP
Business Solutions Inc., offers EA continuing education packages that
satisfy
requirements for 72 hour cycle CPE .
Each
CPE package include:
-
three (3) hours of federal tax law updates,
- 10 hours of other federal tax law topics ( of choice)
- two (2) hours of ethics.
Federal
tax law topics can be combined to achieve the minimum yearly requirement.
Exempt Preparers
Yearly 15 hour continuing education
Our
classes are offered live, internet or live streaming
Return preparers who can obtain the AFTR –
Record of Completion without taking the AFTR course are:
•Anyone who passed the Registered Tax Return Preparer test administered
by the IRS between November 2011 and January 2013 , and satisfy their
original 15 hour continuing education requirement each year.
Persons who passed certain other recognized national and state tests are
exempt from the six hour federal tax law refresher course with test. (
active registrants of the Oregon Board of Tax Practitioners, California
Tax Education Council, and/or Maryland State Board of Individual Tax Preparers
.SEE
(Enrolled Agent) Part 1 Test-Passers (within past two years),
•VITA
volunteers: Quality reviewers and instructors with active PTINs,other
Accreditation Council for Accountancy ABA and ATP program holders.)
Each
CPE package include:
-
three (3) hours of federal tax law updates,
- 10 hours of other federal tax law topics ( of choice)
- two (2) hours of ethics.
ATP
Business Solutions Inc offers direct classroom , self study tax classes
for tax preparers fulfilling IRS continuing education. Our income
tax school is open year round for tax classes including Enrolled
Agent Continuing Education classes and IRS Special Enrollment Exam
(SEE) Review Class. . Our IRS tax classes in Orlando Florida
"is dynamic" that's what tax preparers who attend our classes
say.
New
Annual Federal Tax Refresher Course
-
Set
up your company information
-
Set
up chart of accounts
-
Vendor:
bills, bill payments, checks, bill payment stubs, credit memos and
more
-
Customers:
invoices, receipts, payments, deposits, customer statements
-
Sales
Tax, set up, adjust, pay and report
-
Inventory:
purchase order, receive items, adjust inventory, closing inventory
-
Cash
Register, petty cash , bank reconcilation
How to start an income tax office
1. Location , location , location is key to success.
2. Register for EFIN for your office to efile taxes-
do this well in advance with the IRS (normally takes 2-3 months) fingerprinting
and background checks are done. Enroll at irs.gov , tax pro to create
an account.
3. Register with IRS for a PTIN , and pass competency
exam (RTRP) (exam on hold)
4. Attend a yearly 15 or 18 CE IRS course (voluntary)
5. Train Staff
6. Purchase professional software eg drake,taxwise,proseries,
refunds today
7. Provide documents (privacy policy , intake sheets
to customers)
Learn this and more at our income tax school
At
ATP Business School we offer classes in Tax Preparation including Enrolled
Agent Review Course , and our CPE (continuing education courses). Attending
ATP Business Solutions Inc newAnnual
Federal Tax Refresher Course
class automatically earns you CPE credits for the yearly 18 hour Continuing
Education . Enrolled Agents can choose topics to satisfy the 72 hours
CE requirement from any of our CE classes . Our IRS approved tax classes
at our income tax school also offer CE credits for enrolled retirement
plan agents . Tax Preparers can attract more business as the public is
assured of such person's competency in taxation.We also offer classes
in Microsoft Office Programs, Accounting Software such as Quick Books
, Tax Programs - Taxwise Software and other classes in Marketing, Business
Ethics, Office Policy and Procedures and Payroll Training . Read
More
Tax Preparer Updates
Enrolled Agent (EA)
Who is an Enrolled Agent ?
Individuals who have passed a three (3-) part comprehensive
IRS exam on individuals, businesses and representaion , like CPAs and
Attorney have unlimited practice rights before the IRS in representing
clients. Some individuals through experience as a former IRS employee
can receive this designation. Enrolled agent status is the highest credential
the IRS awards. Individuals who obtain this elite status must adhere to
ethical standards and complete 72 hours of continuing education courses
every three years.
Qualifications
To become an Enrolled Agent:
.Obtain a Preparer Tax Identification Number (PTIN);
.Apply to take the Special Enrollment Examination (SEE);
.Achieve passing scores on all 3 parts of the SEE
Part
I
,
Part II
,
Part III
.Apply for enrollment using Form 23; and
.Pass a tax compliance check to ensure that you have filed all necessary
tax returns and there are no outstanding tax liabilities. This check is
conducted on your behalf after submission of Form 23.
*Certain IRS employees, by virtue of past
technical experience, are exempt from the exam requirement.
Enrolled
Agent Examination
Three-part exam , consisting of Individual taxation,
businesses and representaion
Continuing Education for Enrolled Agents
An Enrolled Agent must:
•Renew your status as an enrolled agent every three years
•Obtain continuing education
•Renew your PTIN annually
dated November 2, 2023
Tax Preparers Requirements November 2, 2023
In most states, there are no formal educational or credentialing requirements
to work as a tax preparer. California and Oregon, however, regulate tax
preparers who are compensated by their clients. It is important that professionals
within these states research and meet any credentialing requirements so
they may work within the law.
At ATP income tax school we offer tax
preparer classes self study , via correspondence course of classroom
teaching for new preparers entering the profession and established tax
preparers.IRS annual federal tax refresher course in Orlando Florida
is open to all tax preparers . You do not have to work for us.
Mandatory rules for Tax Prepares
Circular 230 establishes certain standards with
respect to tax returns and other submissions to the Internal Revenue Service.
This information is provided courtesy of ATP
Business Solutions Inc an approved IRS continuing education provider for
IRS Annual Federal Tax Refresher Course , Taxpreparer , Continuing
Education Courses|Tax Professional Continuing Education review
classes
FYI
S Corporations in general do not pay corporate
tax , why?
Learn this and more at our tax preparer class at
our tax preparer and enrolled agent income tax school
*
no exam classes
for ce for RTRP and EA at live class
™
