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Income Tax Preparation
Income Tax Preparation

Income Tax Preparer

The income tax courses are designed for experienced income tax return preparers and students interested in becoming income tax professionals. The College is an IRS authorized continuing education provider. The designation allows students to receive IRS continuing education credit when enrolled in some of the TAX courses. Please visit the frequently asked questions page for more information about profession requirements.

 

TAX002: Individual Tax Preparer Exam Test Prep (4 hours)

Target Audience: Experienced income tax preparers interested in the MD tax exam

Are you interested in becoming an individual tax preparer in Maryland? This continuing education course provides you with the information needed to successfully pass the Maryland Tax Preparers Examination. Topics include current tax year form 1040 series, related schedules and Maryland form 502. Required: Textbook/Materials.

TAX003 Income Tax Preparation (54 hours)

Target Audience: Students interested in becoming income tax return preparers

Gain a new skill to use part time or full time! This comprehensive course covers the basics of preparing most individual tax returns filed with the IRS including short forms 1040EZ and 1040A, basic itemized returns, and more complicated long forms. The course also covers the basics of preparing Maryland form 502. The course content also covers the topics outlined in the IRS voluntary Annual Filing Season Program (AFSP). The AFSP-Record of completion can be earned by completing the course and passing either exam: AFSP exam or Maryland Tax Preparers Examination. The AFSP exam can be administered following the completion of the course. Montgomery College is an IRS approved continuing education provider. The instructor is a CPA and has a M.S. in taxation from Georgetown University. He has completed training and will be using the materials of the Income Tax School, headquartered in Richmond, Virginia. Students will need to bring the Preparer Tax Identification Number (PTIN) to class to receive credit for AFSP. (This course is only offered September through November each year) Required: Textbook/Materials.

TAX005: Maryland Individual Tax Preparer Continuing Education (20 hours)

Target Audience: Experienced income tax preparers in need of continuing professional education hours

This course provides continuing professional education to Maryland Individual Tax Preparers.  The course content also covers the topics outlined in the IRS voluntary Annual Filing Season Program (AFSP).  The AFSP-Record of Completion can be earned by completing the course and passing either exam: AFSP exam or Maryland Tax Preparers Examination.  The AFSP exam can be administered following the completion of the course. The course includes six hours of annual federal tax fresher (AFTR), two hours of ethics, two hours of Maryland tax law topics and 10 hours of federal tax law topics.  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. Required: Textbook/Materials.

IRS Approved Continuing Education Provider for tax preparers
Contact Us:
  • Tracee Matthias, Program Director
  • Montgomery College, Workforce Development & Continuing Education
  • 51 Mannakee Street,  WD&CE
  • Rockville, MD 20850
 

Montgomery College

Montgomery County, MD

240-567-5000

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