uTax Software, LLC

uTax Software, LLC

uTax Software, LLC has partnered with Surgent to offer you an award-winning EA Exam prep and/or an AFSP Record of Completion experience at an exclusive, significant discount.

Earn Your 2020 AFSP Record of Completion – And Save!
The Annual Filing Season Program (AFSP) is a great way to show your clients that you’ve achieved a higher level of tax preparation expertise. By completing this IRS program, you’ll be included in the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications. You’ll also earn the right to represent your clients during an examination of a tax return, which non-credentialed preparers may not do.

About Surgent’s AFSP Program
Surgent’s AFSP Program includes the exact courses you need to earn your Record of Completion, a reference exam (for practice), and the 100-question timed exam. We offer two complete packages – both available to be downloaded immediately upon purchase. Best of all, as a uTax customer, you’re entitled to a 10% discount on either of Surgent’s AFSP bundles. Simply click one of the links below (based on your status) and we’ll add the package to your cart (with your 10% discount already applied):
15-Hour AFSP Package for Exempt Preparers
18-Hour AFSP Package for Non-Exempt Preparers

All you need to do is determine choose between the 18-hour package (for non-exempt prepares) or the 15-hour package (for exempt preparers). Not sure? Check out this IRS explanation page.

About Surgent EA Review
Surgent’s award-winning EA Review course is powered by a proprietary adaptive learning software, A.S.A.P. Technology™, which enables candidates to pass the EA Exam more efficiently and effectively than ever before by crafting personalized study programs for each candidate. And thanks to our ReadySCORE™ feature, which is closely calibrated to real EA Exam scoring, you’ll see exactly how you’re performing in every content area and at every stage of your studies, so you’ll know exactly when you’re ready to pass the EA Exam!

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Here's why more candidates choose Surgent:


Pass Rate


Average Study Hours


Rated EA Review Course

EA Review Features

  • Full 3-part review course (100% aligned with SEE content outlines))
  • Award-winning adaptive learning technology (+ option to switch to linear)
  • ReadySCORE proprietary exam readiness indicator
  • Up-to-date IRS publications built into software
  • Unlimited practice exams

See how we get you faster than any other course on the market!

A.S.A.P.® Technology

Our AI-powered software generates a fully customized study plan to bridge your knowledge gaps, getting you exam-ready up to 40% faster than other review courses could.


ReadySCORE takes the guesswork out of exam readiness by predicting what you’d score on the EA Exam with incredible accuracy. Throughout your studies, you’ll know just how close you are to passing, and when you’re truly ready. You won’t find another course with this technology!

Detailed Performance Reports

We take data very seriously, and we know you do, too. With Surgent, you’ll have comprehensive reporting at your fingertips, detailing your proficiency in each topic, study progress, how long we estimate it will take you to get exam-ready, and much, much, more.

Real-Time Algorithms

Real-time algorithms assess the progress you make with each passing study session and adjust future study plans to ensure you’re staying on the quickest route to a passing score!

Superior Study Material

All Surgent EA Review courses are 100% aligned with the SEE content outlines. Our full course features 1,800+ multiple choice questions, 25+ video lectures, up-to-date IRS publications, printed textbooks + flashcards, audio courses, and unlimited practice exams.

Expert Instructors

Led by tax expert Professor Anthony P. Curatola, our faculty is comprised of some of the best minds in the business who have mastered the art of making the most complex topics easy to understand.

Pass Guarantee

We’re so confident our approach works, we guarantee it!

A.S.A.P. Technology Phases Overview


By completing a series of questions pulled from all exam areas, you’ll establish your baseline, or your ReadySCORE™, in this phase. Find out how you’d score if you sat for the Special Enrollment Exam today, where your key weaknesses lie, plus how many study hours you need to achieve a passing score.