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Continuing Education - Individual Tax Preparers

Continuing EducationThe Board of Individual Tax Preparers requires registered tax preparers to complete, upon registration renewal (every two years), at least 16 hours of continuing professional education (CPE). The relevant regulations for CPE are available at COMAR 09.38.02.  Four of the 16 hours must be in Maryland State tax-related subjects. Two of the four Maryland hours may be satisfied by a federal or state course in ethics.

Qualifying Continuing Education Programs
Approved IRS Continuing Education
Approved MSATP Continuing Education
Maryland Income Tax Update
Maryland Exam Prep Course
2017 Maryland Tax Law Update

NATP Continuing Education
Attendance at the Annual Federal and State Update, sponsored by the Maryland, DC Delaware, Chapter of the National Association of Tax Preparers (NATP), qualifies for four (4) hours of continuing education for the purpose of meeting the 16 credit hour requirements for registration renewal.

PlatinumProStudies: Online Maryland Tax Education
Online Maryland Tax Education courses offer 16 hours of continuing professional education that satisfy the continuing professional education requirements in Maryland. The course includes the hours necessary to participate in the IRS AFSP Program. Platinum also offers, for first-time tax preparers, a Maryland Exam Prep Course.

WebCE: Online Tax Continuing Education

Montgomery College TAX 006: Maryland Individual Tax Preparer Continuing Education
The course content also covers the topics outlined in the IRS voluntary Annual Filing Season Program (AFSP). The course includes three hours of tax law update, two hours of ethics, two hours of Maryland tax law topics and 10 hours of federal tax law topics. This course does not include the six hour Annual Federal Tax Refresher. Montgomery College is an IRS approved continuing education provider. Students will need to bring the Preparer Tax Identification Number (PTIN) to class to receive credit for AFSP. Credit for AFSP is only awarded June through December each year.

If you are chosen for audit…
The following is a link to the CPE Audit Checklist, which can be used to keep a record and a running total of CPE hours if you are chosen for audit. Upon renewal, the "total hours earned" should equal at least 16. If asked by the Board to submit proof of CPE hours, this checklist should be certified with your signature and submitted with course documentation.

Continuing Professional Education Audit Checklist (Excel)