JOIN THE ANNUAL FILING SEASON PROGRAM AND BE READY FOR TAX SEASON
Unlock Your Full Potential with Tax Education Training
Questions about AFSP?
Connect with a Qualified Representative 888-550-6119
Benefits of Participating in the Annual Filing Season Program
SPEAK DIRECTLY TO THE IRS
With an AFSP record of completion you have limited representation rights, meaning you can represent clients during an examination of a return that you sign or prepare.
STAND OUT FROM OTHER TAX PREPARERS
AFSP participants are included in the directory of Federal Tax Return Preparers with Credentials and Select Qualifications. The 2025 AFSP differentiates you in the marketplace from other unenrolled preparers.
MASTER TAX LAW UPDATES
Learn about important updates and changes for the upcoming tax season. Share that meaningful knowledge with all of your tax clients.
AFSP Questions and Answers
To help you feel confident in your decision, we’ve put together a quick FAQ addressing some of the most common concerns we hear from tax professionals like you:
Is this program authorized by the IRS to offer tax education and training?
Yes. The Annual Filing Season Program is authorized by the IRS to provide continuing education courses. The AFSP courses offered are eligible for credit under the Annual Filing Season Program. Preparers who complete the AFSP will be listed in a public database which will be added to IRS.gov by 2025. This database will be available for taxpayers to use in searching for qualified tax return preparers.
Who is an eligible return preparer?
The AFSP is geared towards unenrolled tax return preparers. The AFSP is not intended for credentialed preparers such as enrolled agents, enrolled retirement plan agents, attorneys, CPAs, or enrolled actuaries.
How do I earn an IRS Annual Filing Season Program Record of Completion?
Successful completion of 18 hours of continuing education from an IRS-approved provider is required to earn the AFSP Record of Completion.
Do I have to take a test to earn the Annual Filing Season Program Record of Completion?
Yes. Successful completion of the 6-hour AFTR course includes passing a 100 question multiple-choice exam. The passing score is 70%.
Do I have to report my course completion to the IRS?
No. Your CE provider will report your hours to the IRS.
How do I get my Record of Completion from the IRS?
The AFSP – Record of Completion will not be available immediately upon completion of the required coursework. Access to the certificate will be provided during the PTIN Registration/Renewal Process.
Is the AFSP Record of Completion a one-time program?
No. This is an annual program. Each Record of Completion will indicate the filing season for which it is valid. Tax preparers will be expected to complete the program each year to obtain a valid Record of Completion for the next filing season.
Ready to Learn More about the Annual Filing Season Program?
Interested in enhancing your tax knowledge and earning IRS recognition? Sign up for more information about the Annual Filing Season Program! Complete the form below to discover how this program can boost your credibility and help grow your tax business.
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Tax Education Course Options
Choose from 4 tax courses offered to cover every level of experience in the tax industry. To view pricing options and learn more about your education requirement click “learn more” under each course option.
2025 AFSP BUNDLE
NON-EXEMPT PREPARERS
For most unenrolled preparers who are not exempt from the 6-Hour AFTR requirement. See if you qualify here.
6 hour IRS AFTR Course
2 hours of IRS Tax Ethics
10 hours of Federal Tax Law Topics
Over 35 available courses
Open-book exams & multiple attempts
Automatic reporting to the IRS
2025 AFSP BUNDLE
EXEMPT PREPARERS
For certain preparers (EAs, CPAs, etc.) that do not need the 6-hour AFTR Course.
3 hours of Federal Tax Law Updates
2 hours of IRS Tax Ethics
10 hours of Federal Tax Law Topics
Over 35 available courses
Open-book exams & multiple attempts
Automatic reporting to the IRS
2025 AFTR COURSE
This course is for unenrolled preparers who already have 2-hours of ethics and 10-hours of federal tax law.
6 hour IRS AFTR Course
Not for EAs, CPAs, and other exempt preparers.
Open-book exam & multiple attempts
Automatic reporting to the IRS
2025 AFSP
AND CA BUNDLE
Satisfies the education requirements for California tax return preparers to renew CTEC registration and earn the IRS AFSP record of completion.
5 hour CA State Tax Course
3 hours of Federal Tax Law Updates
2 hours of IRS Tax Ethics
10 hours of Federal Tax Law Topics
Over 35 available courses
Open-book exams & multiple attempts
Automatic reporting to the IRS and CTEC
Already Established in the Tax Industry?
Are you an enrolled agent, CPA, or experienced tax preparer looking to complete their required continuing education credits? If so you need to check out the Annual Federal Tax Refresher course.
An outline of the AFTR is available for download below
About Company
SwiftFP has provided innovative tax software solutions and services to tax professionals across the country for over ten years. We are a customer focused company with long-term strategic partnerships with industry-leading transmitters, financial product processors and other tax industry-related products.
Managed by MK Management Group
Contact Us
Columbus, OH 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
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About Company
Swift FP has provided innovative tax software solutions and services to tax professionals across the country. We are a customer focused company with long term strategic partnerships with industry leading transmitters, bank product processors and other tax related financial products.
Managed by MK Management Group
Contact Us
Columbus, OH 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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