Frequently Asked Questions
General
You will be granted access to the course(s) for a duration of six months starting from the date of purchase.
You will be granted access to the course(s) for a duration of six months starting from the date of purchase.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Yes. The course syllabus includes reading materials presented in PDF format, organized into chapters for your convenience. You also have the option to print the materials if desired.
Yes. The course syllabus includes reading materials presented in PDF format, organized into chapters for your convenience. You also have the option to print the materials if desired.
Absolutely, you’ll have the flexibility to work at your own pace from any device and from anywhere. Access to the course(s) will be available for up to six months from the date of purchase.
You may email us at contact@taxiqacademy.com or call us at 866-256-1746, Monday through Friday from 9:00 am to 5:00 pm, EST. We will try to return your email or phone call by the end of the business day.
Enrolled Agent
(EA)
You will be granted access to the course(s) for a duration of six months starting from the date of purchase.
An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. “Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
EAs hold distinct privileges in the tax domain sanctioned by the IRS. EA’s holds the authority to represent taxpayers across all states before the IRS. Additionally, renowned for their credibility, EAs navigate varied career avenues, delivering tax services across industries with autonomy in their practices.
Yes. The course syllabus includes reading materials presented in PDF format, organized into chapters for your convenience. You also have the option to print the materials if desired.
Enrolled agents must obtain 72 hours of continuing education every three years. A minimum of 16 hours must be earned per year, two of which must be on ethics. Enrolled agents must use an IRS approved CE provider, such as TIQA.
EAs primarily specialize in tax preparation, planning, and representation before the IRS, holding credentials obtained by passing the IRS-administered Special Enrollment Examination (SEE). Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).
Individuals holding credentials who aim to obtain the AFSP Record of Completion from the IRS can achieve this by completing a 3-hour Federal tax update course instead of the 6-hour AFTR. Please note, if you are an enrolled agent, this course does not fulfill IRS requirements for you. However, you can still take it to receive a record of completion.
Annual Filing Season Program (AFSP)
You will be granted access to the course(s) for a duration of six months starting from the date of purchase.
By participating in the IRS Annual Filing Season Program, you will be included in the IRS’s public directory of tax return preparers. Additionally, as a program participant, you have limited representation rights, you can represent your clients whose returns you have prepared and signed before examination, customer service representatives, and the Taxpayer Advocate Service in the year you participate in the program.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
Please note that all purchases are non-refundable. However, in the event of unforeseen circumstances or dissatisfaction, we offer store credit as a form of compensation. This store credit can be used towards future purchases within our platform.
In order to participate in the IRS Annual Filing Season Program (AFSP) you must complete 18 or 15 credit hours of continuing education. The 15-hour continuing education tax course includes 10 hours of federal tax law topics, 2 hours of ethics, and 3 hours of tax updates and is available from January 1st – December 31st.
Yes. The course syllabus includes reading materials presented in PDF format, organized into chapters for your convenience. You also have the option to print the materials if desired.
Yes. Tax IQ Academy is an IRS authorized continuing education provider. The AFSP courses we offer 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 2024. This database will be available for taxpayers to use in searching for qualified tax return preparers. The Directory of Federal Tax Return Preparers with Credentials and Select Qualifications will only include attorneys, certified public accountants (CPAs), enrolled agents, enrolled retirement plan agents (ERPAs), enrolled actuaries, and individuals who have received an Annual Filing Season Program — Record of Completion.
The IRS does not charge a fee to obtain the AFSP – Record of Completion. However, the CE courses must be obtained from an IRS-approved CE provider, such as the courses offered through Tax IQ Academy.
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.
UNDERSTANDING IRS REPRESENTATION
31 U.S.C. § 330 authorizes the IRS to “regulate the practice of representatives of persons before the Department of the Treasury.” Practice entails communicating with the IRS for a taxpayer regarding the taxpayer’s rights, privileges, or liabilities under laws and regulations administered by the IRS. Only select professionals receive practice rights. NO REPRESENTATION RIGHTS — Return preparers who have not received the IRS Annual Filing Season Program — Record of Completion. UNLIMITED REPRESENTATION RIGHTS — The following professionals may represent their clients on any matters including audits, payment/collection issues, and appeals.- Enrolled Agents
- Certified Public Accountants
- Attorneys
- Phone: 877-425-7873
- Email: info@suretaxsoftware.com
- Hours of Operation: 08:00 AM to 05:00 PM