Credentials

Annual Filing Season Program

The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education, including a six hour federal tax law refresher course with test. The return preparer must also renew their preparer tax identification number (PTIN) for the upcoming year and consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.

Upon completion of these requirements, the return preparer receives an Annual Filing Season Program – Record of Completion from the IRS. Kathy is a valid PTIN holder.

Other Professional Certifications

  • NATP (National Association of Tax Professionals)
  • AIPB (American Institute of Professional Bookkeepers)
  • Authorized IRS e-file Provider