Tax Training in Boston, MA

audit training

Making sure that your entire team is ready for the upcoming year can be a struggle. 20-20 Services’ tax training in Boston, MA can help prepare your tax staff at every level so they'll perform optimally during client engagements. Our comprehensive tax training courses dive deep, providing the most current and position relevant content at each staff level. Your team will come out of our training courses prepared to handle their responsibilities effectively.

Our Levels of Tax Training

20-20 provides a complete tax training curriculum to help develop your staff into well-rounded professionals who can take your firm to the next level. We have identified the key skill sets needed at various phases of a public accounting career and incorporated them into comprehensive training programs that offer both technical and soft-skills training.

  1. New Hire Training- This program is designed for individuals who have between 0-6 months of experience. It provides practical training for each of the important areas a new tax preparer would encounter when preparing tax returns.

  2. Staff Training- This program is designed for staff tax preparers. The program 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.
  3. New In-Charge Training- This program is designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor. The program covers individual and business tax themes, as well as an introduction to estate and trust tax law.

  4. Experienced In-Charge- This program is designed to advance the skills and knowledge of participants. This program covers advanced individual and business topics, such as divorce, foreign taxes and state nexus. Significant portions of the course focus on LLC and Partnership taxes, business sales and exchanges, and accounting methods, as well as estate, gift and trust tax law.

LLC & Partnership Bootcamp – This program is designed to immerse the participants in the many details of LLC and Partnership tax law.

Class Location:

Hilton Boston | Dedham
25 Allied Drive
Dedham, MA 02026
(781) 329-7900

Hotel Website

Tax Training Dates

Level 1: New Hire - N/A

Level 2: Staff - June 24-26

Level 3: New In-Charge - July 15-17

Level 4: Experienced In-Charge - July 22-24

Partnership & LLC Bootcamp: - N/A

Register: Click here to register for Boston tax training classes.

Training Times: Tax Level 1-4 will run from 8:30am-5pm on the first two days of training, and until 3pm on the final day. The Partnership and LLC Bootcamp will run from 8:30pm-5pm on both days of this two-day training program.

Meals: Lunch and a light afternoon snack are included in tuition. Dietary needs? Contact email:

Dress Code: Business casual attire

What to Bring: Course materials will be distributed to you in advance in an electronic format. Be sure to download the materials in advance of the program and bring your laptop or tablet with you to class.

Questions? If you have any questions contact Patty Cuskelly, email: or phone: 855-988-2020