The Annual Filing Season Program is intended to recognize and encourage unenrolled tax return preparers who voluntarily increase their knowledge and improve their filing season competency through continuing education (CE). Completion of the Annual Federal Tax Refresher is a necessary step in obtaining an Annual Filing Season Program Record of Completion. This Annual Federal Tax Refresher covers federal tax law topics in three domains: New Tax Law/Recent Updates; General Review; and Practices, Procedures and Professional Responsibility. The Annual Filing Season Program is a voluntary program. See below for dates and times.
| Forum | Date/Time | Presented by |
| Chicago, IL | Monday, July 6, 2026 11:00am - 4:30pm |
|
| New Orleans, LA | Monday, August 3 11:00am - 4:30pm |
National Society of Tax Professionals (link to register will be provided at a later date) |
| New York, NY | Monday, August 17 11:00am - 4:30pm |
|
| Orlando, FL | Monday, August 31 11:00am - 4:30pm |
National Society of Tax Professionals (link to register will be provided at a later date) |
| San Diego, CA | Monday, September 14 11:00am - 4:30pm |
National Society of Tax Professionals (link to register will be provided at a later date) |