Programs
Purpose-built training that goes beyond theory. Every tax program includes practical work, case studies, activities, simulations, and software training.
23 programs
Freshers · U.S. Tax
Form 1040 Foundations
Individual returns from intake to a clean first draft, with every concept prepared on a real-style return.
Theory + practical training + case studies + activities + simulations + software
5-day program
Freshers · U.S. Tax
Form 1120 Foundations
Corporate returns for new joiners: C-corp and S-corp computation, book-to-tax thinking, and supporting schedules.
Theory + practical training + case studies + activities + simulations + software
5-day program
Freshers · U.S. Tax
Form 1065 Foundations
Partnership returns end to end: income allocations, capital accounts, basis tracking, and K-1 preparation.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · U.S. Tax
Complex Individual Returns
The 1040 situations that create review rework: multi-state filers, foreign income, K-1 investors, and passive losses.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · U.S. Tax
Advanced 1120 & 1065
Complex adjustments for corporate and partnership returns, including basis, special allocations, and interest limits.
Theory + practical training + case studies + activities + simulations + software
5-day program
Managers · U.S. Tax
Tax Review Mastery
A reviewer's method for 1040, 1120, and 1065 returns: find what matters, write notes that teach, and protect the deadline.
Theory + practical training + case studies + activities + simulations + software
5-day program
Freshers · Soft Skills
Professional Launchpad
The working habits new joiners need in a client-facing U.S. tax practice, from clear emails to owning a task.
5-day program
Seniors · Soft Skills
From Preparer to Team Lead
The shift from doing the work to leading it: delegating, giving feedback, and communicating with confidence.
5-day program
Managers · Soft Skills
The Coaching-Led Manager
Coaching-led supervision for tax managers, so teams hold quality without being chased.
5-day program
Managers · U.S. Tax
Tax Manager Accelerator
A six-month engagement that builds review capability and practice ownership on your team's live work.
Theory + practical training + case studies + activities + simulations + software
6-month engagement
Managers · Soft Skills
Leadership Coaching Journey
Six months of workshops and one-to-one coaching that turn new manager habits into everyday practice.
6-month engagement
Managers · Soft Skills
Presence for Tax Leaders
Credibility, clarity, and composure for tax managers in the rooms where their judgement is tested.
5-day program
Seniors · Soft Skills
Influence and Stakeholder Management
Getting outcomes from partners, clients, and teams who do not report to you. Open to seniors and managers.
5-day program
Seniors · Soft Skills
Client-Ready Communication
Explaining tax positions so partners and clients understand them, remember them, and act on them.
5-day program
Managers · Soft Skills
Leading Through Busy Season
Treating overload as an operating problem: priorities, decision rights, and recovery, before the season starts.
1-day workshop
Managers · U.S. Tax
AI in Tax Practice
Where human judgement sits when AI is in the workflow, and the review standards managers must own.
Theory + practical training + case studies + activities + simulations + software
1-day workshop
Seniors · U.S. Tax
Future Reviewers Program
A six-month cohort that prepares strong seniors to review work and lead people before the next role arrives.
Theory + practical training + case studies + activities + simulations + software
6-month engagement
Senior Managers & Directors · Soft Skills
Leadership Development Program
A six-month engagement that prepares senior managers and directors to lead a practice: strategy, clients, people, and succession.
6-month engagement
Seniors · Specialist Tax
U.S. Global Mobility Tax
U.S. taxation of employees on international assignment: residency, expatriate returns, foreign reporting, and tax equalization.
Theory + practical training + case studies + activities + simulations + software
5-day program
Freshers · Specialist Tax
Form 990 and Nonprofit Returns
Exempt organization returns from start to finish: Form 990, key schedules, public support, and unrelated business income.
Theory + practical training + case studies + activities + simulations + software
5-day program
Freshers · Specialist Tax
Sales and Use Tax Essentials
Nexus, taxability, exemption certificates, returns, and audits for multistate sales and use tax work.
Theory + practical training + case studies + activities + simulations + software
5-day program
Freshers · Specialist Tax
Property Tax Essentials
Real and personal property tax compliance, assessment review, appeals, and exemptions.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · Specialist Tax
State and Local Tax (SALT)
Multistate income and franchise tax: nexus, apportionment, state modifications, pass-through entity tax, and residency.
Theory + practical training + case studies + activities + simulations + software
5-day program