BRG EFIN Holder Training: Authorized E-File Provider Operations

Advanced owner-level training for BRG tax-office owners, Electronic Return Originators, principals, responsible officials, and other leaders operating under an Electronic Filing Identification Number. This program focuses on IRS e-file application responsibilities, maintaining and protecting the EFIN, office and personnel controls, PTIN oversight, due diligence supervision, taxpayer authorizations, acknowledgements and rejects, fraud monitoring, cybersecurity, Written Information Security Plan responsibilities, incident response, recordkeeping, quality assurance, and annual filing-season readiness. The firm owns the EFIN; the EFIN is not transferable. EFIN holders must keep their IRS e-file application current and must operate only within approved IRS e-file requirements. Annual IRS publications, forms, deadlines, provider rules, and software procedures must be refreshed before each filing season.