Reviewed : November, 2023
This AFTR course is a high-level, basic 1040 “refresher” course focusing on tax law pertaining to the preparation of 2024 individual tax returns. The 6-hour Annual Federal Tax Refresher (AFTR) Course includes 3-hours of exams containing 100 questions which were first introduced by the IRS in 2015 as a part of the Annual Filing Season Program. This course is necessary for non-credentialed tax preparers (preparers that are not CPAs, EAs, CFPs, and Attorneys) that want to obtain the IRS Annual Filling Season Program (AFSP) - Record of Completion.
It has been designed to encourage non-credentialed tax preparers and to be aware of the latest legislation changes regarding tax law. This 2024 Annual Federal Tax Refresher course is designed to meet the requirements of the IRS Annual Filing Season Certificate program. It discusses new tax laws and recent updates for the upcoming filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices, and procedures.
This AFTR Course must be taken together with the test in order to earn the IRS Record of Completion. It will be an open-book exam so you can access the reference material while attending the 3-hour exam. All topics in each of the three domains highlighted in the ‘Annual Federal Tax Refresher Course Outline’ document have been tested.
To qualify, the 100-question test that is administered over three hours has to be completed before the 31st of December 2023 in preparation for the 2024 financial year. Once this 6-hour AFTR course is completed, attendees will be issued a Record of Completion that they can display and use to differentiate themselves in their professional careers. If we talk about representation rights, unenrolled return preparers with a valid PTIN and who hold a record of completion for BOTH the tax return year under examination and the year the examination is conducted may represent under the following conditions: Unenrolled return preparers with the necessary record(s) of completion may represent tax-payers only before revenue agents, customer service representatives, or similar officers and employees of the Internal Revenue Service (including the Taxpayer Advocate Service).
Please note that Enrolled Agents can take the AFTR course but cannot receive IRS CE Credits for the course.
Exam Instructions
You will get a total of 4 chances, to clear the exam. After that, you cannot register or attempt an exam again.
Please note that if the timer runs out and you have not clicked on Submit button, then your attempt will be counted but you will not be able to receive the score for the exam.
During an exam, if an attendee closes the browser window, then your exam progress will not be saved and you have to start the exam again.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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President, Dinesen Tax & Accounting, P.C.
Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries.
Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more.
He has presented over dozens of webinars on Form 1099 (MISC & R); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credit and other issues relating to the modern-day household setting.
Moreover, Jason is known to be producing every other webinar/course a little different and updated from the previous one. No wonder, he is a top ranked presenter whose webinars and self-study course materials are very well received by the audience.
He also teaches 2 classes at Simpson College, Individual Income Tax and Business Analytics.
Jason always had a knack for radio shows and has and regularly features as an anchor for Radio Iowa. To reinvent this aptitude, he has recently started his own series of podcasts on myCPE ‘The Jason Show’, an edutainment podcast series that also provides continuing credits to the listeners.
Jason was born and raised in Iowa and has a degree in corporate communications from Simpson College in Indianola. He has a big family that includes his wife, two sons, 5 cats and 3 dogs. Jason holds season tickets to University of Iowa football, and enjoys using his chainsaw. Topmost item in his 2022 bucket list is to learn how to properly ‘nose & taste’ whisky.
Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.
440 Ratings
BMH
Sep 12th, 2023
I have a great experience with the program, it really covers all the important materials that need to be known as a tax preparer. I am very satisfied with the course, and I will take the requirements courses for next tax season. Thank you.
MB
Dec 24th, 2023
The instructor was very effective and a real plus. The course was a great update and overview of changes to essential information for tax preparers. The handout will serve as a handy reference source.
LKB
Dec 25th, 2023
I particularly appreciated the stories the instructor shared that weren't necessarily identical to what was written on the handout. It gave more examples of different scenarios. Thank you!
GW
Dec 23rd, 2023
Very good. I especially appreciated the instructor's use of real life examples, applying information to real life situations, and sharing what might be on the exam.
DR
Dec 21st, 2023
Excellent course. This is the first time I have taken the AFTR course by a recorded webinar. I enjoyed it very much. I believe I will take it again next year.
