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AFSP Package for Exempt Tax Preparers

If you are a CPA, Enrolled Agent, or attorney, or if you previously earned the IRS’s RTRP certification or are a participant in a state-based return preparer program, you are exempt from some of the requirements to earn the AFSP Record of Completion. (To find out if you qualify for exempt preparer status, please click here).

The Annual Filing Season Program will be available in June. Please check back here at that time for purchase options

For questions about AFSP credits taken during previous seasons or about IRS reporting, please contact Surgent customer service at (800) 778-7436 or

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