Tax Courses

Register below for Level 2: June 26 – 28 | Level 3: July 10 -12 | Level 4: July 17 – 19

Our Courses

Level One,
0-6 months of experience
Three Days
24 hours of CPE

Level 1: Level One is designed for individuals who have 0-6 months of experience. This tax course provides practical training for each of the important areas a new tax preparer would encunter when preparing tax returns. The tax course also provides personal skills training related to professionalism and etiquette. This interactive program includes the prepartion of an individual tax return, as well as an S Corporation tax return, using real life source documents.
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Level Two,
One Tax Season Completed

Three Days
24 hours of CPE

Level 2: Level Two is designed for staff tax preparers. This tax course covers both individual and business tax subjects. It focuses on delivering a core understanding of the common tax topics that tax preparers encounter every day. The business tax section of the program covers the fundamental tax laws for each type of business entity, as well as other topics such as tax reconciliation, basis and depreciation. The tax course also provides skill training related to communication, obtaining and organizing information, and time management. This tax course includes extension case study exercises and tax court case review.
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Level 2 | June 26 - 28 | Boston, MA
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Level Three,
Two Tax Seasons Completed
Three Days
24 hours of CPE

Level 3: Level Three is designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor. This tax course covers individual and business tax themes, as well as an introduction to estate and trust tax law. This tax course is designed to challenge the participants core tax knowledge needed to become a tax reviewer. The program also provides training designed for those who are juggling the role of preparer and reviewer.
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Level 3 | July 10 - 12 Boston, MA
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Level Four,
Three Tax Seasons Completed

Three Days
24 hours of CPE

Level 4: Level Four is designed to advance the skills and knowledge of participants. This tax course covers advanced individual and business topics such as divorce, foreign taxes, and state nexus. Significant portions of the tax course focuses on LLC and Partnership taxes, business sales and exchanges, accounting methods, as well as estate, gift and trust tax law. The tax course also provides professional skills training focused on managing, supervising, training and delegating.
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Level 4 | July 17 - 19 | Boston, MA
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LLC & Partnership Tax Boot Camp,
Two - Five Seasons Completed
Two Days

16 hours of CPE

LLC & Partnership Tax Boot Camp: Our LLC & Partnership Tax Bootcamp is designed to immerse the participants in the many details of LLC and partnership tax law. The material covered by this tax course ranges from big picture concepts to detailed specific nuances. The interactive approach includes lecture, group activities, as well as compresensive case studies.
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