Resource Economics Banner

Preparing for the
Registered Tax Return Preparer Exam

The exam preparation course is a one-day review taught by Cheryl Morse, EA. Cheryl has been a tax practitioner since 1982 and an Enrolled Agent since 1996. She is a partner in Emerging Business Partners, Incorporated, which prepares over 1500 tax returns in three offices. Cheryl graduated Magna Cum Laude with a B.S. degree in accounting from Bentley College in Waltham, MA. In addition to instructing for the UMASS Tax School, and across the country for the National Association of Tax Professionals, she educates taxpayers through a variety of community outreach events, and by writing articles for Forbes magazine. She represented the Northeast Region of the Taxpayer Advocacy Panel, as Chair and is a contributor to the development of the IRS EA Examination.

Eight CPE credits are available. (Note: under IRS guidelines, a tax return preparer can obtain continuing education credit for completing an approved Registered Tax Return Preparer competency examination preparation program until December 31, 2013. A maximum of ten hours will be allowed and it will be qualified as a program under other federal tax law. Enrolled Agents and Enrolled Retirement Plan Agents will not receive continuing education credit for completing any test preparation programs.)

The course is based on the book published by FastForward Academy. We are offering the book and its online components at a discount if ordered through this website. The book and the course are available as separate packages. If you choose to self-study using the book only you can earn 10 hours of CPE through FastForward Academy. You can also earn an additional two hours of CPE by taking their online ethics module and three hours of CPE by taking their online federal tax update module. These 15 hours of CPE meet the annual requirements for Registered Tax Return Preparers.

For more detailed information about these packages and for information on other FastForward Academy products visit http://fastforwardacademy.com/UMASS. If you are interested in other products from FastForward Academy you can receive a 10% discount from quoted prices by using the coupon code “UMASS”. To receive the discounted prices listed in the shaded box below, YOU MUST ORDER FROM HERE.

We recommend that you purchase the materials in advance so that they can be studied and reviewed before attending the course. The available book packages are:

 

RTRP Study Guide and online test bank (Retail price $129) (10 CPE)

$99

RTRP Study Guide, enhanced online test bank and unlimited online practice tests (Retail price $239) (10 CPE)

$169

RTRP Study Guide, online test bank, unlimited online practice tests, online ethics and federal tax update modules (Retail price $239) (15 CPE)

$175

RTRP Study Guide, enhanced online test bank, unlimited practice tests, online ethics and federal tax update modules (Retail price $279) (15 CPE)

$195

ORDER HERE

These prices include delivery by standard ground shipping (normally 3-6 business days). Overnight and second-day delivery are available for an additional charge.

Note: the online test bank contains approximately 200 questions, the enhanced test bank contains approximately 700 questions.

For more information about the RTRP competency exam go to  http://www.irs.gov/pub/irs-utl/rtrpcandidateinfobulletin.pdf

For a video showing the procedures at a test site go to http://www.youtube.com/watch?v=Q5FbshBloCw  (There is also a link to this video from the IRS website)

<< Tax School Home

© 2012 University of Massachusetts Amherst. Site Policies.
This site is maintained by
Department of Resource Economics, resec "at" isenberg.umass.edu