Frequently asked questions

Your course opens in the CPE Prime learning center as soon as payment completes. Sign in and open your account from the icon in the header to find everything you are enrolled in.

Once logged into your account you can click your initials in the upper right-hand corner. Then click “preferences” from there you will see “change password”.

When you are logged in to your account, click on your initials in the upper right corner. Select “Preferences” then select “Edit profile”. As always, you may call us to assist you at 813.785.0721.

These are often found in your spam folder, do a search for CPE Prime in your email folders or simply call us at 813.785.0721 or email us at admin@cpeprime.com, and we would be happy to provide you with a copy of your Invoice/receipt.

You are not logged in to the website. Log in and the prices will go away.

When you are logged in your initials will appear in a white circle in the upper right-hand corner of the screen.

You will find it in your profile. If you currently do not see your expiration, it will be added when you renew your account or you can call, text, or email us and we will add it.

If you had an account in the past, give us a call at 813.785.0721 to assist in ensuring duplicated accounts are not created.

We offer a 30-day money back guarantee on self-study and webinar programs. Whether you receive money back or store credit depends on whether a certificate has already been issued, and live in-person seminars are handled separately. The Refund Policy has the full terms.

Call or text (813) 785-0721, or email admin@cpeprime.com. You will get a call or email confirming the cancellation within 48 hours. See the Cancellation Policy.

Call the account representative listed on your receipt during business hours, or call or text Jeremy Rigsbey directly at (813) 785-0721. We aim to resolve complaints within 72 hours, and usually the same day. See Complaint Resolution.

Four, and you can filter the catalog by any of them:

• QAS Self-Study eBook
• QAS Self-Study Video
• Webinar / Group Internet Based
• Group Live In-Person

As a rule, our courses are updated a minimum of once per year. However, many courses are updated more frequently due to the frequent changes in accounting rules and tax laws.

When you open the eBook, it will be in a pdf format. Press Ctrl F on your keyboard this will bring up the search box where you can type a keyword or phrase then hit the ENTER key, your results will be highlighted. You can then use the up and down arrows or your right scroll bar to move through the document.

Absolutely! You can retake the final exam as many times as needed until you pass it. However, the Annual Federal Tax Refresher course only allows 2 attempts then you will need contact us for an alternate exam that will allow an additional 2 attempts.

Do not retake the course, give our customer support department a call or text at 813.785.0721 or email us at support@cpeprime.com we will issue it to you after verifying qualifications of successful completion. Hours of operations are Monday – Friday 8am to 10pm EST.

You can only take a course once in a calendar year, some state boards will only allow you to take a course once in a renewal period. Our courses are updated annually, and though the course name may be the same (author Titles) the course has been updated.

Per NASBA and various State boards of accountancy, we keep a record of all certificates issued and courses for a period of six years.

Log in to your account and go to “My Certificates” and see all your certificates of the courses you have completed, or you may call us to assist you at 813.785.0721

Delaware, Florida, Louisiana, Mississippi, New Jersey, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, and Wyoming all require a state specific Ethics Course. All other states accept a general ethics course.

Most other browsers (i.e., Microsoft Internet Explorer, Microsoft Edge, Mozilla, Firefox, and others) do not support MP4 video, H5P, or Adobe Connect format natively. You will need to add additional plugins on your devises to make it work. It is easier to just use an updated browser (Google Chrome) that supports the newest and latest versions of technology as it comes out. As we are always trying to improve our website to provide the best Continuing Education for you our clients, as you do for your clients.

If you are an Enrolled Agent (EA), California Registered Tax Preparer (CRTP) or a Tax Preparer participating in the Annual Filing Season Program (AFSP) licensed with the IRS, you need to provide us your “PTIN” so we can report your hours to the IRS.

IRS requires hours to be reported every quarter for the first 3 quarters and every ten days in the Fourth Quarter. However, we report your hours monthly for the first 3 quarters of the year. During the fourth quarter we report hours every Monday.

We do not have your PTIN on file. Please give us a call/text at 813.785.0721 or email us at admin@cpeprime.com provide us your PTIN / CTEC and your hours will be reported immediately.

Only tax courses qualify for IRS credit hours with the exception of the Circular 230 Ethics, and a few courses dealing with cyber security and identity theft. You can ensure the course qualifies by looking for the IRS Logo on each course or our IRS Course ID Code HCDWL, you can find our ID# on the Course Summary/Description of every course available.

The field of study is listed as Federal Tax Law or Federal Tax Update on the Course Summary/Description to help you complete the right amount of hours in the right subject matter. Additionally, our IRS Course ID has HCDWL-T (T- for Law) or HCDWL-U (U- for Update).

The IRS requires 2 hours of ethics covering Circular 230. We have three courses that will meet this requirement. They are: Circular 230, Enrolled Agent ethical standards: Practice and procedures, and Tax return Preparer Ethical issues. Each of these courses are two (2) credits. We also have Ethics, Tax Practice and the Cannabis Industry. This is a one (1) hour course.

NO, the IRS deems this course to be below your educational level and therefore you cannot receive credit. This course is only qualified for other Tax Preparers participating in the Annual Filing Season Program. More Information about this can be found at

https://www.irs.gov/tax-professionals/annual-filing-season-program