18 hours of CE
10 hours of federal tax law, 6 hours of Annual Federal Tax Refresher (AFTR), and 2 hours of ethics, all delivered through self-study.
Annual Filing Season Program
For tax preparers who already understand individual return basics and want IRS recognition, limited representation rights, and a stronger professional standing heading into filing season.
For working preparers
The Annual Filing Season Program is a voluntary IRS program for non-credentialed preparers who want to demonstrate a higher level of professionalism. ARMS Launch Academy wraps the self-study coursework with mentorship so you understand how to apply what you learn in real client work.
What is included
10 hours of federal tax law, 6 hours of Annual Federal Tax Refresher (AFTR), and 2 hours of ethics, all delivered through self-study.
Complete the 6-hour AFTR portion with the required comprehension test administered at the end of the course.
Get guidance on PTIN renewal, Circular 230 consent, and how to use your Record of Completion with clients.
Requirements to complete
General tax preparation knowledge is required before starting this program. If you are brand new to tax preparation, start with the federal launch course first.
Course structure
Cover federal tax law topics required for the AFSP, including updates and filing-season issues relevant to individual return preparation.
Complete the IRS-designed AFTR course covering the three predetermined domains, followed by the required online comprehension test.
Review behavioral ethics and professional responsibilities tax preparers must follow under Circular 230.
Why AFSP matters
Completing the AFSP gives non-credentialed preparers limited representation rights for clients whose returns they prepared and signed. It also signals to clients and referral partners that you invest in your professional development.
Reserve your spot and receive your course access details.
Work through the eBook, lessons, quizzes, and AFTR exam at your pace.
Renew your PTIN, sign Circular 230 consent, and receive your Record of Completion.
Enrollment
The Annual Filing Season Program will be available through ARMS Launch Academy with mentorship included. Call if you want to be notified when enrollment opens.
18 hours of IRS-approved continuing education
Includes AFTR course, exam, and ARMS mentorship
Questions? Call 718-518-0110 New to taxes? Start with the federal course