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Free Online Course:
Annual Filing Season Program
"Offering Bank Products" (AFSP Edition) is a targeted course designed for tax professionals looking to leverage their Annual Filing Season Program (AFSP) credential into expanded client offerings. Participants will examine why the AFSP designation matters in today's regulatory landscape and how to strategically translate that credential into higher-value bank product offerings. By aligning bank products with their updated status, learners will gain practical strategies to boost practice credibility, enhance client trust, and drive additional revenue.
AFSP Fundamentals: Clarifies what the Annual Filing Season Program (AFSP) entails and why securing this credential is vital for non-credentialed tax preparers.
Professional Advantage: Outlines how holding an AFSP Record of Completion enhances industry credibility, expands representation rights, and builds client trust.
Strategic Growth: Explores actionable ways to leverage your AFSP status to introduce high-value bank products and expand your practice’s revenue streams.
Next Steps & Execution: Delivers a clear roadmap for marketing your updated credentials and implementing bank products effectively for maximum impact.
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Offering Bank Products
Overview of Bank Products
Understanding Backend Fees
Offering Refund Advances to Clients
Understanding Preseason Loans
Talk to us. We answer.
No bots. No hold music. No runaround. When you reach out to TAFS Financial, you reach a real expert who is ready to help on your schedule.
(901) 262-2498
Available Monday-Friday 9am-6pm and Saturday 9am-12pm
HL
HORN LAKE OFFICE
1975 Goodman Rd, Horn Lake, Ms
SV
SOUTHAVEN OFFICE
868 Goodman Rd, Southaven, MS
@MISHA_MMILAN
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