CPE/CE Certificates
All your live and on demand CPE/CE certificates can now be found at Accredible.
Your on demand CPE/CE certificates are also available in your compasstaxeducators.com account (you must login first). Certificates from live events and certificates earned from on demand courses are emailed to you.
Course Expiration and Retaining Materials
NASBA and IRS both require that continuing education sponsors retire courses when materials are outdated due to law or other changes. Also, IRS program numbers contain expiration dates that limit how long a course is available for sale. We reserve the right to retire courses for other reasons as well.
We recommend downloading course materials to retain a permanent copy.
IRS CE (Live and on demand courses qualify for CE unless otherwise noted)
IRS Provider Number: NMVBP
Gregory & Associates, Inc. (dba Compass Tax Educators) is recognized and approved by the Internal Revenue Service Return Preparer Office (RPO) as a qualified sponsor of continuing education programs. Webinars are designed to meet all requirements of Circular 230, including sections 10.6 and 10.9. This does not constitute an endorsement by the IRS RPO.
NASBA CPE (QAS Self Study)
National Association of State Boards of Accountancy (NASBA) Sponsor Identification Number: 108911
Gregory & Associates, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA CPE (GIB Live Webinar)
National Association of State Boards of Accountancy (NASBA) Sponsor Identification Number: 108911
Gregory & Associates, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
TEXAS CPA CPE (Live and On Demand Webinar)
Texas State Board of Public Accountancy: TX CPA Sponsor # 010711
Gregory & Associates, Inc. (dba Compass Tax Educators) is approved by the Texas State Board of Public Accountancy as a continuing education provider.
Other Education Policies
Our webinars are designed to assist tax professionals desiring to learn more about federal tax matters, tax planning, tax controversy resolution, and tax practice management. Advance preparation requirements depend on the level of the content presented and are listed on the event registration page. See the refund policy below; any complaints about the corporate sponsor or program can be addressed to the sponsor’s Complaint Resolution Committee by fax (714) 777-3463, or by mail (Gregory & Associates, Inc., 11300 Bluebell Avenue, Fountain Valley, CA 92708).
LIVE webinars: The registration page remains open until the start of a live webinar, but register early to obtain course materials sooner. When possible, materials are emailed the day before a webinar. You must attend the entire webinar and respond to sufficient poll questions to earn the maximum CPE/CE hours available. If you cannot attend the live webinar, you are automatically enrolled in the on demand version of the course as soon as it is available (within 4 days). If you attend the live webinar but don’t earn the maximum CPE/CE hours, you’re enrolled in the REPLAY version and we’ll report the reduced number of hours earned, unless you timely notify us that you prefer receiving the on demand version so you can earn full credit after completing that course. Unless otherwise indicated, live webinars qualify for IRS CE for EAs and NASBA (GIB) CPE for CPAs.
On Demand webinars: In order to receive CPE/CE credit for on demand webinars you must pass the quiz with a minimum 70% score within one year from the date of purchase. On demand webinars qualify for IRS CE credit for EAs and NASBA (QAS) CPE credit for CPAs unless otherwise indicated.
If you are missing any Compass live or on demand CE hours in your irs.gov PTIN account, send details about the missing course and completion date to sherrilltrovato@gmail.com so she can research your question.
Refund Policy
Compass Tax Educators provides high-quality instruction and content: Refunds processed prior to noon EDT the day before the live webinar are subject to a minimum $25 processing fee. No refunds are given for live webinars after noon EDT the day before the webinar, but if you are unable to attend a live webinar you are automatically enrolled in the on demand webinar on the same topic when it is available (generally within 4 days of the live webinar).
There are no refunds for on demand webinars, but if you experience technical difficulties while viewing one, contact us to resolve the issue.
Call Sherrill Trovato at 714-777-9359 if you have questions about our refund policy.