2025 Annual Federal Tax Refresher

Course•By Melissa Griffin

Ethics- Due Diligence Note Taking & Audit Readiness (SGOXP-E-00018-25-S)

Due Diligence & Note-Taking Mastery (1 CE) Elevate your client care and compliance with this powerhouse course that teaches you exactly how to write professional, thorough due diligence notes. Whether you're new or leveling up, this training gives you the skills to protect your business and serve with clarity. Includes access to Melissa’s exclusive AI Note-Taking Tool ($149 value!)—available in both Live + Post-Appointment Modes—to help you write, polish, and organize notes with ease. Includes full tutorials and plug-and-play ease. A must-have for any service provider. Just $109 for a game-changing upgrade to your systems.

Course•By Melissa Griffin

How to Handle: Business Vehicles, Depreciation and Listed Property )SGOXP-T-00019-25-S)

Taught by Melissa Griffin, EA, founder of Refund2Income Tax Academy, This 1-hour IRS–approved CE course breaks down one of the most audited areas in tax: vehicle deductions and depreciation. Learn how to classify listed property, calculate vehicle basis, apply 2025 Section 179 and bonus depreciation limits, and confidently choose between mileage and actual expenses. We’ll cover GVWR rules, heavy SUV exceptions, and the red flags that trigger audits. You’ll walk away ready to maximize deductions, stay compliant, and protect your PTIN like a pro.

Course•By Melissa Griffin

Module 1: Tax Foundations + The Role of The Preparer (SGOXP-T-00014-25-S)

Start strong. In this kickoff module, we set the foundation every high‑performing preparer needs—how the U.S. tax system works, who must file, where your authority begins and ends, and the professional standards that keep your practice audit‑ready and client‑trusted. You’ll leave clear on your responsibilities under Circular 230, basic filing rules, and how the AFSP/AFTR framework impacts your representation rights.

Course•By Melissa Griffin

Module 2: Mastering Filing Statuses + Dependents (SGOXP-T-00015-25-S)

Learn how to correctly determine filing status and identify qualifying dependents using IRS rules and real-life examples. We’ll cover the five filing statuses, dependent tests, and how these choices affect credits like EIC and CTC. By the end, you’ll know how to avoid common mistakes, stay compliant with due diligence, and confidently explain these rules to clients.

Course•By Melissa Griffin

Module 3: All About Income (Types) (SGOXP-T-00017-25-S)

Course•By Melissa Griffin

R2I Returning Preparer AFSP Course

Course•By Melissa Griffin

Refund2Income AFSP+ Bundle

Bundle

Refund2Income Tax Academy 2025-2026

This isn’t just a CE course—it’s your gateway to a bigger, smarter business. In Refund2Income, you’ll learn how to leverage every refund conversation into long-term revenue through strategic services, client education, and smart selling. PLUS: Once you become AFSP certified, you’ll unlock access to our exclusive partnership program—designed to give you ongoing support, mentorship + collaboration, and growth opportunities. Real tools, real income, and real results JUST how a CEO should be!

Course•By Melissa Griffin

Truck Drivers and Transportation Workers

This 2-hour IRS CE course is designed for tax professionals who want to confidently serve clients in the trucking and transportation industry. You'll learn how to handle industry-specific deductions like per diem and travel expenses, properly report income for company drivers and owner-operators, and navigate key rules around self-employment taxes, truck depreciation, and recordkeeping. With real-world examples and clear guidance, this course helps you stay compliant while maximizing your clients’ refunds and reducing audit risk.

Course•By Melissa Griffin