Freshers
New joiners
Foundations, forms, and workpaper discipline, so new hires reach their first return prepared.
Theory | Practice | Case Studies | Simulations | Software
Build U.S. tax teams that deliver.
U.S. tax and soft skills training from freshers to directors. Build on Forms 1040, 1120, and 1065, then specialize in global mobility, Form 990, SALT, sales and use tax, and property tax.
The skill gap is costing your firm.
Hiring tax staff is only half the battle. New joiners and lateral hires often arrive without hands-on exposure to U.S. returns.
- 3–6 months
- Typical ramp-up before a new hire can prepare returns independently.
- 60%
- Not fully ready. Most cannot handle 1040, 1065, or 1120 returns without heavy review.
- Heavy rework
- The cost of review rework, missed deadlines, and early attrition per hire.
Training for every stage of a tax career.
Each level has its own curriculum, so people learn at the depth their work demands.
All freshers programs
Seniors
Experienced preparers and lateral hires
Complex adjustments, edge-case handling, and the first step from preparing work to leading it.
U.S. Tax
Specialist Tax
Managers
Reviewers and team leaders
Review skill, coaching-led supervision, and practice ownership that holds quality without chasing.
U.S. Tax
- Tax Review Mastery
- Tax Manager Accelerator (6 months)
- AI in Tax Practice (1 day)
Soft Skills
Senior Managers & Directors
Practice and service line leaders
Strategy, client leadership, and succession for leaders who shape the practice, not just its delivery.
Soft Skills
- Leadership Development Program (6 months)
Every tax training goes beyond theory.
We don't just cover the rules. Your team practices the work and learns it in the software they use.
Theory
Code sections, forms, and the reasoning behind each rule.
Practical training
Hands-on preparation from realistic client source documents.
Case studies
Real-world fact patterns worked from start to finish, then discussed.
Activities
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Simulations
Mock client files, review notes, and deadlines that mirror busy season.
Software training
Data entry, diagnostics, and e-file steps in the software your team uses.
Software we train on
- CCH Axcess Tax
- CCH ProSystem fx Tax
- GoSystem Tax RS
- ONESOURCE Income Tax
- UltraTax CS
- Lacerte
- ProConnect Tax
- ProSeries
- Drake Tax
- ATX
- TaxWise
- TaxAct Professional
- TaxSlayer Pro
- CrossLink
1 day
Focused workshops
A single day on one pressing issue, ending with a plan or standard your team can use straight away.
View workshops5 days
Intensive programs
A focused week for every level. Each day pairs concept sessions with hands-on work and closes on a case study or role play.
View 5-day programs6 months
Long-term engagements
A longer partnership for future reviewers, managers, and directors, applied to real work so new habits hold after training ends.
View 6-month engagementsFrom skill assessment to review-ready.
1
Skill Assessment
Baseline testing on 1040, 1065, and 1120.
2
Classroom Sessions
Concept-led instruction from practising tax leaders.
3
Hands-On Activities
Guided practice and exercises on real-style returns.
4
Case Studies
Complex scenarios worked through and debriefed in detail.
Participants finish with a verified competency score, so you know exactly what your team can handle. See our approach
Explore U.S. tax topics.
Plain-English guides to popular code sections, IRS forms, and search topics, plus 50 articles from the basics to more complex concepts.
- Individual Income Tax and Form 1040
- Business Deductions and Depreciation
- Corporate Tax and Form 1120
- S Corporations and Form 1120-S
- Partnerships and Form 1065
- Capital Gains and Property Transactions
- Compensation and Employee Benefits
- International Tax and Global Mobility
- Nonprofit Tax and Form 990
- State and Local Tax (SALT)
- Sales and Use Tax
- Property Tax
- Estates, Trusts, and Gifts
- IRS Compliance, Penalties, and Ethics
Learn from people who have built and reviewed the work.
Sarita Rochwani
Chartered Accountant, US CPA, PCC-certified leadership coach
Sarita Rochwani trains and coaches finance and tax teams to perform at a higher level. A Chartered Accountant, US CPA, and PCC-certified leadership coach, she has spent years developing professionals from staff to partner level.
Vijay Narayandas
Two decades training tax teams and building US tax practices
Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.
Ready to build a stronger tax team?
Tell us who you are training and what they need to deliver. We will calibrate the content to your team and your firm's workflow.
Let's design your program