General

You will be granted access to the course(s) for a duration of six months starting from the date of purchase.

If you are not satisfied with your online course or bundle, you may request a full refund of the purchase price, less any processing fees and shipping charges (if applicable), within seven (7) calendar days of the original purchase date, provided no downloadable course materials have been accessed or downloaded, no certificate has been issued, and no Continuing Education (CE) credit has been reported.

Once any downloadable course materials have been accessed or downloaded, the course is considered delivered and is no longer eligible for a refund or store credit.

All refund requests must be submitted in writing to support@taxiqacademy.com within the applicable eligibility period. Requests received after seven (7) days, or that do not meet the requirements of this policy, will not be approved.

White Label Partner Program Refund Policy

Due to the customized and fulfillment-based nature of our White Label products, all sales are final. This policy applies to both the White Label Site Partner Program and the Instructor's White Label Program.

Refunds, cancellations, exchanges, and store credits are not permitted once an order has been placed, whether paid in full or through an approved payment plan.

By purchasing a White Label product, you acknowledge and agree that work begins immediately following your purchase and that your order is not eligible for a refund.

Yes. The course syllabus includes reading materials presented in PDF format, organized into chapters for your convenience. You also have the option to print the materials if desired.

Absolutely, you'll have the flexibility to work at your own pace from any device and from anywhere. Access to the course(s) will be available for up to six months from the date of purchase.

You may email us at contact@taxiqacademy.com or call us at 866-256-1746, Monday through Friday from 9:00 am to 5:00 pm, EST. We will try to return your email or phone call by the end of the business day.

Enrolled Agent
(EA)

An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. “Enrolled” means to be licensed to practice by the federal government, and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.

EAs hold distinct privileges in the tax domain sanctioned by the IRS. EA’s holds the authority to represent taxpayers across all states before the IRS. Additionally, renowned for their credibility, EAs navigate varied career avenues, delivering tax services across industries with autonomy in their practices.

Enrolled agents must obtain 72 hours of continuing education every three years. A minimum of 16 hours must be earned per year, two of which must be on ethics. Enrolled agents must use an IRS approved CE provider, such as TIQA.

EAs primarily specialize in tax preparation, planning, and representation before the IRS, holding credentials obtained by passing the IRS-administered Special Enrollment Examination (SEE). Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).

Due to the high level of knowledge required of enrolled agents (EAs), this "refresher" course is not allowed for IRS credit.

Note: If an EA voluntarily takes an AFTR course (for no IRS credit), it may show in the CE history in their PTIN account, but it will not count towards either AFSP or EA CE requirement calculations.

Annual Filing Season Program (AFSP)

Return preparers who complete the requirements for the Annual Filing Season Program will be issued a Record of Completion that they can display and use to differentiate themselves. Additionally, preparers who participate are also included in a public database, The Directory of Federal Tax Return Preparers with Credentials and Select Qualifications, on IRS.gov that taxpayers use when searching for qualified tax return preparers.

To obtain an Annual Filing Season Program (AFSP)– Record of Completion a return preparer must obtain 18 hours of continuing education from an IRS-approved CE Provider. The hours must be completed by December 1st annually and must include a 6-hour Annual Federal Tax Refresher course (AFTR), 10 Hours of Federal Tax Law Topics and 2 Hours of Ethics. Additionally, have an active preparer tax identification number (PTIN), and consent to adhere to the obligations in Circular 230, Subpart B and section 10.51. The 6-hour AFTR course contains an open-book 3-hour 100-question final exam that must be completed with a 70% or greater score. Tax IQ Academy allows 4 attempts of the AFTR final exam.

Some unenrolled preparers are exempt from the AFTR course requirement because of their completion of other recognized state or national competency tests. These exempt groups are still required to meet other program requirements, including 15 CE credits: 10 federal tax law, 3 federal tax law updates, and 2 ethics.

Yes. Tax IQ Academy is an IRS authorized continuing education provider. The AFSP courses that we offer are eligible for credit under the Annual Filing Season Program. Preparers who complete the AFSP will be listed in the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications.

The IRS does not charge a fee to obtain the AFSP - Record of Completion. However, the CE courses must be obtained from an IRS-approved CE provider, such as the courses offered through Tax IQ Academy.

No. This is an annual program. Each Record of Completion will indicate the filing season for which it is valid. Tax preparers will be expected to complete the program each year to obtain a valid Record of Completion for the next filing season.

UNDERSTAND IRS REPRESENTATION 

Any tax professional with an IRS preparer tax identification number (PTIN) is authorized to prepare federal tax returns. However, tax professionals have differing levels of skills, education and expertise. An important difference in the types of practitioners is “representation rights.” Here is guidance on each credential and qualification: 

Unlimited Representation Rights- 

Enrolled agents, certified public accountants, and attorneys have unlimited representation rights before the IRS. Tax professionals with these credentials may represent their clients on any matters including audits, payment/collection issues, and appeals. 

Limited Representation Rights-  

Beginning with returns filed after December 31, 2015, only Annual Filing Season Program (AFSP) participants have limited practice rights. They may only represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service. They cannot represent clients whose returns they did not prepare and they cannot represent clients regarding appeals or collection issues even if they did prepare the return in question.  

No Representation Rights- 

Tax return preparers who have an active PTIN, but no professional credentials and do not participate in the AFSP program, are only authorized to prepare tax returns. They have no authority to represent clients before the IRS. 

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