Tax Preparer Continuing Education

Registered Tax Preparerr Continuing Education

Already Registered for Tax Preparer CE Classes



Tax Preparer Director Continuing Education


Frequently Asked Questions

Who needs to take continuing education courses?
How do I know TaxPreparerContinuingEducation is an IRS-approved CE provider?
Attorneys and certified public accountants in some states are not subject to continuing education requirements. Will this impact the application of the proposed IRS rules for those individuals?
My state requires continuing education. Will the credits I receive for completing my state’s continuing education requirements count toward the IRS’ continuing education requirement for Registered Tax Return Preparers?
What are the recordkeeping requirements for RTRPs, EAs, and ERPAs?
Is my registration information secure?
What are my payment options?
Do I have to complete the course in one sitting?
What if I step away from my computer? Will I still be logged on?
Is there an exam after the completion of the course?
What if I fail the exam?
How can I change my personal information?
Do my workshops expire?
How can I register and pay for an employee?
What is your refund policy?

Who needs to take continuing education courses?

Everyone who is required to take the Registered Tax Return Preparer competency exam is also required to complete continuing education. The annual continuing education requirement is 15 hours, including 3 hours of federal tax law updates, 2 hours of ethics, and 10 hours of other federal tax law. The continuing education requirements for Registered Tax Return Preparers do not apply to attorneys, certified public accountants, and enrolled individuals, certain supervised preparers, and individuals who do not prepare Form 1040 series returns.

Individuals who are Registered Tax Return Preparers, and those who have provisional PTINs but have until December 31, 2013 to pass the test, will need to obtain 15 hours of continuing education courses from IRS approved providers during calendar year 2012 and each subsequent year.



How do I know TaxPreparerContinuingEducation is an IRS-approved CE provider?

We are listed on the IRS website under our corporate name EDUCATION WORKERS GROUP. Our provider number is 4P4B6



Attorneys and certified public accountants in some states are not subject to continuing education requirements. Will this impact the application of the proposed IRS rules for those individuals?

No. The lack of continuing education requirements for attorneys or certified public accountants in a specific state will not impact the exception. The IRS does not require attorneys and certified public accountants to complete continuing education.

However, as stated in the Return Preparer Review report, the IRS believes that all tax return preparers have an obligation to stay current on the tax laws and continuing education serves to help individuals remain current and to expand their knowledge within their field of expertise. Such courses are important to tax administration given the complexity of the tax laws and the frequent changes made to the Internal Revenue Code and the rules and regulations implemented to assist in the administration of the Code.

The IRS will consider requiring continuing professional education from additional individuals if data is collected in the future that identifies such a need. Additionally, the IRS plans to reach out to licensing authorities to encourage them to support annual continuing professional education that includes federal tax law topics and updates and ethics for those individuals who are licensed by them and who prepare federal tax returns.



My state requires continuing education. Will the credits I receive for completing my state’s continuing education requirements count toward the IRS’ continuing education requirement for Registered Tax Return Preparers?

Only credits obtained through courses offered by IRS approved continuing education providers will count towards the IRS’ continuing education requirement. If a course offered by an IRS approved continuing education provider also meets a state’s continuing education requirements, the IRS will not prohibit a tax return preparer from using the credits obtained from the course to satisfy both requirements, but the tax return preparer should consult with the relevant state’s licensing authority to determine whether the state has any restrictions.



What are the recordkeeping requirements for RTRPs, EAs, and ERPAs?

Preparers must retain the following records for four years:

  • The name of the CE Provider organization;
  • The location of the program;
  • The title of the program, approval number received for the program, and copy of theprogram content;
  • Written outlines, course syllabi, textbook, and/or electronic materials provided orrequired for the program;
  • The date(s) attended;
  • The credit hours claimed;
  • The name(s) of the instructor(s), discussion leader(s), or speaker(s), if appropriate; and
  • The certificate of completion and/or signed statement of the hours of attendance obtained from the continuing education provider.


Is my registration information secure?

Yes. Your personal information will not be shared with any third party. Your personal information and email address will not be shared with any third party.



What are my payment options?

TaxPreparerContinuingEducation accepts most major credit cards (MasterCard, Visa, Discover, American Express)



Do I have to complete the course in one sitting?

You do not have to complete your course in one sitting.  Simply log off and the next time you log in you will continue where you left off.



What if I step away from my computer? Will I still be logged on?

You will automatically be logged off of your course after 20 minutes of inactivity. Workshops Express feels very strongly about the content of these courses and encourages each user to fully read each course.



Is there an exam after the completion of the course?

Yes. There is a multiple choice test at the completion of each course. A 70% passing grade is needed to complete each course.



What if I fail the exam?

If you fail the test you can retake it until you have met the passing grade of 70%.



How can I change my personal information?

You can change your personal information at any time by logging into your account and selecting the MY PROFILE button.



Do my workshops expire?

You have 12 months from the date of purchase to complete your course hours.  Your expiration date will appear on your invoice and account email.



How can I register and pay for an employee?

One of our representatives would be happy to set up an account for your staff.  Please call 718.701.0385 to set up an account and get your employees started right away!



What is your refund policy?

We cannot offer refunds on completed courses.