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AFSP Package for Non-Exempt Tax Preparers

For non-credentialed (also known as “non-exempt”) tax preparers, there are many advantages to earning the IRS’ AFSP Record of Completion: gaining limited representation rights before the IRS, being included in the IRS’ Directory of Federal Tax Return Preparers with Credentials and Select Qualifications, and differentiating yourself from other tax preparers in the marketplace.

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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