Skip to content

AFSP (Annual Filing Season Program)

The cheapest, fastest IRS recognition for tax preparers — annual $200-500 vs. EA's $1300+ total path. Suitable for tax preparation as side income.

Disclosure: This page contains affiliate links.

Visit Official Site →

Founded

2014

HQ

Washington, DC, USA

Target Audience

Non-credentialed tax return preparers (those without CPA, EA, or attorney status) wanting voluntary IRS-issued recognition of competency in federal tax return preparation.

Key Features

  • Voluntary program — IRS issues a Record of Completion (not a license/certification)
  • Requirements: 18 hours of continuing education annually (including 6-hour Annual Federal Tax Refresher (AFTR) course with end-of-course test, 10 hrs federal tax law, 2 hrs ethics)
  • AFTR course test: 100 questions, 3 hours, 70% passing
  • Grants limited IRS representation rights (only for clients whose returns the AFSP preparer signed) — full representation rights remain CPA/EA/attorney only
  • PTIN required
  • Lower tier than EA — voluntary recognition only; no licensure status

How to Get This Certification

Prerequisites

Valid PTIN. No prior education or experience prerequisite.

Why Get Certified — ROI

Salary Impact

AFSP-only tax preparers typically earn $25,000-$50,000 annually as seasonal preparers; full-time independent preparers $40,000-$80,000.

Career Benefits

What makes this stand out
The cheapest, fastest IRS recognition for tax preparers — annual $200-500 vs. EA's $1300+ total path. Suitable for tax preparation as side income.
Industry recognition
IRS — voluntary program, not formal licensure.

Who Should Get This Certification

Ideal for:

  • Non-credentialed tax return preparers (those without CPA
  • EA
  • or attorney status) wanting voluntary IRS-issued recognition of competency in federal tax return preparation.

Consider alternatives if:

  • Not a credential or license — only a 'Record of Completion' that lapses annually
  • Highly limited representation rights compared to EA

Pricing

Pricing varies.

Weaknesses

  • Not a credential or license — only a 'Record of Completion' that lapses annually
  • Highly limited representation rights compared to EA
  • Excluded from IRS's Annual Filing Season Program participant Directory if year's CE not completed
  • Minimal career-ladder value; AFSP preparers cannot grow into corporate or audit roles without further credentialing

Markets Served

US

Visit Official Site →

Disclosure: This page contains affiliate links.

Compare with Similar Certifications

CPA (Certified Public Accountant)

The only US credential authorized to issue audit/attest opinions on financial statements — a regulat

CMA (Certified Management Accountant)

The global management-accounting credential; particularly strong fit for industry/corporate FP&A and

CIA (Certified Internal Auditor)

The only globally recognized internal-audit credential; required de facto for senior internal-audit