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.

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.

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.

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.

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.

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.

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

LIMITED REPRESENTATION RIGHTS — Return preparers that receive an IRS Annual Filing Season Program — Record of Completion. They may only represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service.

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