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Annual Filing Season Program The 2026 Annual Federal Tax Refresher is an IRS-approved, 6-credit continuing education course designed for non-credentialed tax return preparers who participate in the IRS Annual Filing Season Program (AFSP). This course, covering the... | |||||
Annual Filing Season Program One year after the statute, the guidance has arrived. New final regulations on tipped occupations, a gift tax safe harbor, automatic penalty relief, a rare mid-year mileage change, and the IRS's first word on artificial intelligence in tax... | |||||
Business Academy / Business Core Moving beyond the basics. Level 2 takes you from advanced Schedule C optimization through partnerships, S corporations, payroll, depreciation, planning, and compliance, on 2025 federal law verified against IRS primary sources. Seven modules, 33... | |||||
Business Academy / Business Fundamentals Start here. Build strong. Level 1 takes you from entity basics through Schedule C preparation and preparer ethics, using 2025 federal tax law verified against IRS primary sources. Six modules, 21 practice exercises, and a 60-question final... | |||||
Business Academy / Business Mastery Become the expert. Level 3 takes you from advanced partnerships and S corporations through C corps, multi-entity structures, lifecycle strategy, advanced returns, and IRS practice, based on 2025 federal law verified against IRS sources. Eight... | |||||
02. Core This is where things get real. This course takes you into the returns most of your clients actually bring in, dependents, credits with income limits, itemized deductions, and situations where the wrong call costs someone money. You'll learn the... | |||||
Due Diligence The Earned Income Tax Credit (EITC) is one of the most valuable refundable credits for taxpayers, but also one of the most error-prone areas in tax preparation. This course equips you with the knowledge and tools to apply the rules correctly,... | |||||
00. Foundations Tax Pro Foundations is the official starting point for every new TSG ProAdvisor member. This course brings together everything you need to launch your tax preparation business, from obtaining your essential IRS credentials to understanding the... | |||||
01. Fundamentals Federal tax fundamentals encompass the basic principles and regulations governing federal taxation in the United States. These include understanding the different types of taxes levied by the federal government, such as income tax, payroll tax,... | |||||
03. Mastery This is the one that changes how you see every return you'll ever touch. We go deep on the areas where intermediate preparers get stuck, complex Schedule C situations including clients with no records, capital gains across every asset type,... |