Universal Accounting Logo
  • Home Page

Annual Filing Season Program (AFSP)

2026 AFSP TAX PREPARER BUNDLE (NON-CREDENTIALED/NON-EXEMPT)

The  AFSP Tax Preparer Bundle for non-credentialed/non-exempt tax preparers are self-study online video courses registered with and approved by the IRS.  They are designed to provide you the most dynamic continuing education on the market today. Jason Dinesen EA, outlines new tax laws, recent updates, general tax review, ethics, and best practices and procedures. Get a thorough overview along with examples and illustrations with this 18 hour bundle that is required complete the Annual Filling Season Program (AFSP). Lambers’ self-study video courses are the best way to learn and retain your continuing education at your own pace.

The  AFSP Tax Preparer Bundle for non-credentialed/non-exempt tax preparers are self-study online video courses registered with and approved by the IRS.  They are designed to provide you the most dynamic continuing education on the market today. Jason Dinesen EA, outlines new tax laws, recent updates, general tax review, ethics, and best practices and procedures. Get a thorough overview along with examples and illustrations with this 18 hour bundle that is required complete the Annual Filling Season Program (AFSP). Lambers’ self-study video courses are the best way to learn and retain your continuing education at your own pace.

Included in this 18 credit hour bundle are the following courses:

  • 2025 Annual Federal Tax Refresher (6 Hrs Federal Tax Law Update)
  • Tax Preparers Gone Bad Volume 4 – Ethics for Tax Professionals (2 Hrs Ethics)
  • Schedule C Updates 2025 (2 Hrs Federal Tax)
  • Form 2441: Child and Dependent Care Credit Updated for 2025 (2 Hrs Federal Tax)
  • Child Tax Credit and Earned Income Credit – Updated for 2025 (2 Hrs Federal Tax)
  • Dependents and Filing Status Updated for 2025 (2 Hrs Federal Tax)
  • An Introduction to Itemized Deductions 2025 (1 Hr Federal Tax)
  • Education Tax Benefits 2025 (1 Hr Federal Tax)

All courses are followed by a comprehensive final exam required to complete the IRS Annual Filing Season Program (AFSP). Results are provided in real time and a minimum score of 70% is required for CE credit. Once a successful score is achieved we will submit your data file to the IRS based on your PTIN and report CE credits on your behalf.

Course Description

TAX PREPARERS GONE BAD

This 2 Credit Hour Course focuses on specific cases of Tax Preparers Gone “Bad”?. Your instructor, Arthur Reed, MBA, CPA, MST analyzes tax fraud cases that have hit the headlines. He will then relate the violations to the IRS Circular 230 publication.

In some cases the tax preparer’s violations went on for years, and it is amazing that the frauds went on as long as they did. Not only will this course cover the specifics of the fraud cases, it will provide important ethics updates for tax preparers. Also covered is the TIGTA report, EITC ethical issues, IRS bulletin 2017-35 and an overview of penalties.

All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.

ANNUAL TAX PRIMER

This 8 hour course will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) while also explaining the provisions that have changed for 2020. This course will also provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections and will identify which sections changed for 2018 and which were updated for 2020. This course will cover the following topics:

  • Individual Tax Reform
  • Business Tax Reform
  • Exempt Organizations
  • International Tax Provisions

8 Credit Hour Video Based Course All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.

INDIVIDUAL FILING REQUIREMENTS

This 2 hour course is taught by Andrew Clark, EA. When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered. This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this webinar will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this webinar will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

ANNUAL FEDERAL TAX REFRESHER COURSE – AFTR (NON-CREDENTIALED/NON-EXEMPT)

Universal Accounting Center with Lambers Review offers one of a kind online self-study video courses to meet all your IRS Continuing Education needs. The convenience of our courses are second to none and are the only self-study videos on the market today. Play, skip, rewind, pause and come back later… Study anytime, anywhere, 24/7! No need to attend an expensive, time consuming live seminar. You get your CE credits on your time. The Lambers Annual Federal Tax Refresher Course (AFTR) will prepare you to pass the included 100 question final exam. Your professor, Eva Rosenberg, EA walks you through all the topics needed to successfully complete the IRS Annual Filing Season Program (AFSP). Course includes over 6 hours of video instruction and corresponding 100 question final exam. This course counts for 6 Hours of CE Credit.

This 6 credit hour course walks you through all the topics needed to successfully complete the IRS Annual Filing Season Program (AFSP)

Lessons

This course will cover the following topics: 

Domain 1 – New Tax Laws and Recent Updates

1.1 Annual Inflation Adjustments
1.2 – 1.10 Various Updates
1.11 Current Status of Extenders

Domain 2 – General Review

2.1 Taxability of Earnings
2.2 Schedule B – Part I through Part III
2.3 Retirement Income
2.4 Roth – No Recharacterization
2.5 Alimony – Pre and Post 2018
2.6 Schedule C – Profit or Loss from Business (Sole Proprietorship)
2.7 Schedule D and Form 8949
2.8 Standard Deductions
2.9 Schedule A – Itemized Deductions
2.10 Tax Credit Eligibility
2.11 Overview Topics
2.12 Withholding and Estimated Taxes
2.13 Balance Due and Refund Options
2.14 Tax Return Due Dates & Extensions

Domain 3 – Practices, Procedures and Professional Responsibility

3.1 Tax Related identity theft
3.2 Safeguarding Taxpayer Data
3.3 Taxpayer Identification Numbers
3.4 Preparer Penalties
3.5 Due Diligence in Preparing Returns
3.6 E-File Requirements
3.7 Annual Filing Season Program

All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.

You will find yourself light years ahead of the competition as you put these strategies into play.  Each session in this module provides proven and practical direction for starting a tax preparation business and growing it profitably. These sessions will also help you work confidently and professionally with prospective and current clients.

Your Tax Preparation Course Enrollment Also Includes

  • The opportunity to become certified as a Professional Tax Preparer and use the (PTP) designation upon qualification.
  • Assigned Coaches and Mentors
  • An Orientation Counselor to help you get set up and through the training
  • An Academic Coach (tutor) to learn the material and help with related real-world questions

BONUS

  • UAC Tax – offers a simple, guided online interview for individual tax preparation.  It combines 1040 interview software with scheduling and tracking tools, bank products, and individual pricing structures for the Professional Tax Preparer. All states and electronic filing are included with our UAC Tax software.
  • As an IRS-authorized e-file provider and partner, UAC Tax shares in the IRS mission to increase income tax filing through e-file. UAC Tax’s purpose is to provide individuals with simple, secure, fast, and accurate income tax preparation and get their refunds back fast… at a low price.
  • The software is powered by OLT PRO.  https://www.oltpro.com/

“Our goal is to offer a simple, fast, accurate, comprehensive, affordable, and reliable preparer software!”

Professional Tax Preparer program summary

Module 1 – Establishing the Tax Foundation acts as an introduction to the topic of  Professional Tax Preparation. From what your role is as a Tax Preparer to the nuts and bolts of preparing the most common Tax Returns. Learning this material first not only gives you a solid foundation in your understanding of the process of preparing tax returns but is also very helpful in that once you have a solid understanding of this material, you can begin to prepare individual tax returns.

Module 2 – Becoming the 1040 Expert deals with the background information and forms that go into Form 1040, Page 2. We also discuss all the adjustments that can be made to adjusted gross income, including credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number.

In Module 3 – Profitable Business Returns introduces you to the world of business organizations and their tax concerns.  This module is a practical companion to Module 2, as it gives you experience in completing each of the schedules and forms common to business organizations.

The Professional Tax Preparer (PTP) program prepares individuals to pass the Enrolled Agent Exam covering the Individual and Business Tax portions.  The PTP program does not cover in depth the Representation section of the EA exam, or how to represent your client in tax court before the IRS.

There are 3 parts to the EA Exam:
1. Individual Tax Law
2. Business Tax Law
3. Representation: Principles and Practices.
 
 

BONUS – Enroll NOW and receive for FREE: Annual Filing Season Program with 18 hours of instruction!

For a limited time this $690 is included with your enrollment in the Professional Tax Preparer program

TAX PREPARERS GONE BAD

This 2 Credit Hour Course focuses on specific cases of Tax Preparers Gone “Bad”?. Your instructor, Arthur Reed, MBA, CPA, MST analyzes tax fraud cases that have hit the headlines. He will then relate the violations to the IRS Circular 230 publication.

In some cases the tax preparer’s violations went on for years, and it is amazing that the frauds went on as long as they did. Not only will this course cover the specifics of the fraud cases, it will provide important ethics updates for tax preparers. Also covered is the TIGTA report, EITC ethical issues, IRS bulletin 2017-35 and an overview of penalties.

All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.

ANNUAL TAX PRIMER

This 8 hour course will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) while also explaining the provisions that have changed for 2020. This course will also provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections and will identify which sections changed for 2018 and which were updated for 2020. This course will cover the following topics:

  • Individual Tax Reform
  • Business Tax Reform
  • Exempt Organizations
  • International Tax Provisions

8 Credit Hour Video Based Course All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.

INDIVIDUAL FILING REQUIREMENTS

This 2 hour course is taught by Andrew Clark, EA. When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered. This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this webinar will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this webinar will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

ANNUAL FEDERAL TAX REFRESHER COURSE – AFTR (NON-CREDENTIALED/NON-EXEMPT)

Universal Accounting Center with Lambers Review offers one of a kind online self-study video courses to meet all your IRS Continuing Education needs. The convenience of our courses are second to none and are the only self-study videos on the market today. Play, skip, rewind, pause and come back later… Study anytime, anywhere, 24/7! No need to attend an expensive, time consuming live seminar. You get your CE credits on your time. The Lambers Annual Federal Tax Refresher Course (AFTR) will prepare you to pass the included 100 question final exam. Your professor, Eva Rosenberg, EA walks you through all the topics needed to successfully complete the IRS Annual Filing Season Program (AFSP). Course includes over 6 hours of video instruction and corresponding 100 question final exam. This course counts for 6 Hours of CE Credit.

This 6 credit hour course walks you through all the topics needed to successfully complete the IRS Annual Filing Season Program (AFSP)

This course will cover the following topics: 

Domain 1 – New Tax Laws and Recent Updates

1.1 Annual Inflation Adjustments
1.2 – 1.10 Various Updates
1.11 Current Status of Extenders

Domain 2 – General Review

2.1 Taxability of Earnings
2.2 Schedule B – Part I through Part III
2.3 Retirement Income
2.4 Roth – No Recharacterization
2.5 Alimony – Pre and Post 2018
2.6 Schedule C – Profit or Loss from Business (Sole Proprietorship)
2.7 Schedule D and Form 8949
2.8 Standard Deductions
2.9 Schedule A – Itemized Deductions
2.10 Tax Credit Eligibility
2.11 Overview Topics
2.12 Withholding and Estimated Taxes
2.13 Balance Due and Refund Options
2.14 Tax Return Due Dates & Extensions

Domain 3 – Practices, Procedures and Professional Responsibility

3.1 Tax Related identity theft
3.2 Safeguarding Taxpayer Data
3.3 Taxpayer Identification Numbers
3.4 Preparer Penalties
3.5 Due Diligence in Preparing Returns
3.6 E-File Requirements
3.7 Annual Filing Season Program

All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.

You will find yourself light years ahead of the competition as you put these strategies into play.  Each session in this module provides proven and practical direction for starting a tax preparation business and growing it profitably. These sessions will also help you work confidently and professionally with prospective and current clients.

Professional Tax Preparer

Convenient At-Home Learning

Included in this 18 credit hour bundle are the following courses:

  • 2025 Annual Federal Tax Refresher
    (6 Hrs Federal Tax Law Update)
  • Tax Preparers Gone Bad Volume 4 – Ethics for Tax Professionals
    (2 Hrs Ethics)
  • Schedule C Updates 2025
    (2 Hrs Federal Tax)
  • Form 2441: Child and Dependent Care Credit Updated for 2025
    (2 Hrs Federal Tax)
  • Child Tax Credit and Earned Income Credit – Updated for 2025
    (2 Hrs Federal Tax)
  • Dependents and Filing Status Updated for 2025
    (2 Hrs Federal Tax)
  • An Introduction to Itemized Deductions 2025
    (1 Hr Federal Tax)
  • Education Tax Benefits 2025
    (1 Hr Federal Tax)

All courses are followed by a comprehensive final exam required to complete the IRS Annual Filing Season Program (AFSP). Results are provided in real time and a minimum score of 70% is required for CE credit. Once a successful score is achieved we will submit your data file to the IRS based on your PTIN and report CE credits on your behalf.

Meet Your Instructor

Jason Dinesen LPA EA

Jason Dinesen LPA, EA

Schedule an Appointment

More Courses