The purpose of this course is to help you pass the Annual Federal Tax Refresher (AFTR) test. The test itself is contained within this course.
The purpose of taking this AFTR course and passing the AFTR test contained within this course is to obtain the Annual Filing Season Program (AFSP) credential from the IRS.
In case you're not familiar with what the AFTR and AFSP are or why you should care, here's a summary:
The AFTR is the "testing portion" of the Annual Filing Season Program (AFSP) administered by the IRS.
Unless you're a member of an "exempt" group, you must pass the AFTR test in order to earn your AFSP credential. So, the AFTR is the test that's part of earning the AFSP credential.
(Take a second please to review this list of "exempt" groups because if you're in one of these groups and you're taking this course, you're in the wrong course, contact email@example.com right away and we will help you get into the right course for your needs.)
The benefits of earning your AFSP credential are two-fold:
- You will be listed in a publicly-available list of tax professionals that shows which educational credentials each tax professional possesses. The idea here is that any member of the public who is considering using your services could "look you up" in this database and if your name appears and has some letters next to it, you will appear more appealing to clients and potential clients.
- The second benefit is that, as of January 1, 2016, the IRS has updated its policies as to who can and who cannot "represent clients" before the IRS. For calendar year 2016 and beyond, an "unenrolled preparer" (defined as a tax preparer who's not either an EA or CPA) can no longer represent clients before the IRS at all, even with respect to a tax return that the preparer both prepared and signed. In other words, if you don't pass this course / test and get those AFSP letters next to your name, you'll have no ability to contact the IRS on behalf of your clients.
I don't know of any member of the public who knows what AFSP is or would ever look in the IRS database to see if you have those letters next to your name.
However, I do know that if your client gets an IRS letter or gets audited, that client will expect you to help, and if you don't have the AFSP next to your name, your ability to help will be non-existent.
You'll have to tell your client, "I can't help you with your IRS issue."
What is your client going to think of you when you tell your client that?
Bottom line then, the reason taking this AFTR course and passing this AFTR test is worth your time is because it will preserve your right to represent your clients with an IRS issue if and when they ever need your help.
If you ask me, that's a worthy cause!
This course is only part of the AFSP requirements (6 hours). You still need more hours (12). Unless you've already taken those other 12 hours, contact firstname.lastname@example.org and we will refund out of this course and you need to get into our full AFSP Bundle to make sure you have all the hours you need to get your AFSP credential.
- IRS-Approved Education Provider: Pronto Tax School, Inc.
- 6 Hours Continuing Education in the Category of Annual Federal Tax Refresher
- IRS Education Provider Number: MPMDK
- IRS Course Number: MPMDK-A-00045-19-S
Andrew Freiburghouse, known as Andy Frye in "Tax World," is a tax consultant and Enrolled Agent (E.A.) licensed to represent taxpayers before all levels of the IRS.
Andy started his tax career as a tax preparer at Pronto Income Tax of California, Inc., a third-generation family business with multiple locations based in Southern California.
After preparing more than 10,000 tax returns and developing extensive employee training programs within his family business, Andy founded Pronto Tax School, Inc., an online training company that educates and empowers tax professionals and taxpayers nationwide.
Pronto Tax School is an IRS-approved education provider that offers credentialing and continuing education certificate programs, as well as career advancement and business development training.
Andy is a graduate of Santa Clara University, the Goldman Sachs 10,000 Small Businesses Program, and The School of Tax Business Hard Knocks.