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2026 ANNUAL FILING SEASON PROGRAM (AFSP)

Earn Your IRS AFSP Record of Completion by Dec. 31, 2025

Stand Out as a Tax Preparer — Exempt or Non‑Exempt

The Annual Filing Season Program (AFSP) is a voluntary IRS initiative that helps tax preparers stand out professionally and gain limited representation rights.

Whether you're an exempt or non-exempt preparer, Surgent makes it easy with bundled AFSP packages designed to meet IRS CE requirements — plus automatic IRS reporting and flexible format choices.

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AFSP Program Overview
Interested in bringing this course into your firm? Learn more

Choose the Right AFSP Package for You

Who Qualifies as Exempt?

  • CPAs, Enrolled Agents, attorneys, certain Registered Tax Return Preparer (RTRP) test passers, and state‑based program alumni
  • Must complete 15 CE hours (tax law update, ethics, tax law topics)

Who Qualifies as Non‑Exempt?

  • Non‑credentialed preparers (no CPA, EA, attorney)
  • Must complete 18 CE hours (Annual Federal Tax Refresher (AFTR) + exam, ethics, tax law)

Not sure which category you fall into? Review the IRS guidelines to determine if you're exempt or non-exempt.

WHY CHOOSE SURGENT

Why Choose a Surgent AFSP Package?

All-in-One Package

We bundle AFTR, tax law, ethics, and IRS reporting into one convenient package.

PDF Download or Textbook

Choose instant PDF access or have a printed version shipped to you.

Fast IRS Reporting

We report your credits directly to the IRS—no extra steps.

EasyRenew™ Included

Your package auto-renews next year at this year’s rate—you can opt out anytime. Learn more

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Frequently Asked Questions

Who needs to complete the AFSP?
Non-credentialed tax preparers use AFSP to earn limited representation rights with the IRS. CPAs, EAs, and attorneys are exempt.
How do I know if I’m exempt or non‑exempt?
Exempt preparers include CPAs, EAs, attorneys, RTRP or state-based program alumni. Others are non-exempt. Details here.
What’s included in the AFSP package?
All packages include AFTR, tax law, ethics CE, reference exam copies (excluding AFTR), format choice, and IRS reporting.
What is EasyRenew™?
EasyRenew™ automatically renews your package at next year’s price; opt out anytime. Learn more.
When is the CE deadline?
Complete all required CE by December 31, 2025 to earn your 2026 AFSP Record of Completion.
Can I get materials immediately?
Yes. PDF orders deliver immediately. Textbook orders ship to your address.

Need help? Call 800‑778‑7436 or email info@surgent.com.

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