Frequently Asked Questions
You have one year from the purchase date to complete all courses with the exception of the AFTR course, which expires December 31.
Many of our tax preparer CE courses have NASBA and QAS approval. We do not register our courses with individual state boards of accountancy so please ensure your state accepts NASBA registered courses. IRS Tax Ethics courses do not qualify for CPA ethics credit, as they do not cover accounting topics.
We do not have the 5-hour course on CA tax law. All other courses qualify for CTEC federal tax and ethics. Please let us know if you are interested in a CA tax law course.
Yes. We are an approved continuing education provider with several regulators. Our provider numbers are:
- IRS approved CPE provider number: UBWMF
- CTEC approved provider number: 6209
- NASBA approved provider number: 116347
Yes. All courses meet the IRS requirements for enrolled agent CPE. The one exception is the Annual Federal Tax Refresher course, as the IRS does not allow an Enrolled Agent to receive credit.
We provide a certificate to you immediately upon passing the course exam. In addition, you can retrieve a pdf copy of your certificate from our website.
We report CPE course completions to the IRS daily for Enrolled Agents and Tax Preparers during peak times in November and December. In other months, we report weekly.
Yes, for California tax preparers we report to the California Tax Education Council (CTEC) immediately once you complete the course.
No. There are no additional fees to report these courses. In fact, if you have multiple credentials we report to all providers for no additional cost.
Yes. These courses are a must for Enrolled Agents, CPAs, and any Tax Preparer looking to improve their ability to help clients navigate the IRS rules.
Yes. All courses are online.
Enrolled Agents are required to complete at least 16 CPE hours each year, for a total of 72 hours during the 3-year enrollment cycle. EAs are also required to complete 2 hours of Ethics CPE each year, which counts towards the 16-hour enrolled agent cpe requirement.