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
Session 1
Practice: Map your team's workflow and mark where AI could fit.
Session 2
Practice: Review a seeded AI-drafted research memo and find the errors.
Session 3
Practice: Draft AI usage guidelines for your team.
We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.
Code sections, forms, and the reasoning behind each rule.
Hands-on preparation from realistic client source documents.
Real-world fact patterns worked from start to finish, then discussed.
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Mock client files, review notes, and deadlines that mirror busy season.
Data entry, diagnostics, and e-file steps in the software your team uses.
Hands-on sessions run in the platforms your team uses. See all software
Cleaning client data, automating workpapers, and using AI with review controls.
Source document intake, workpapers, and tracking a return through review.
Finding, reading, and documenting authority for a tax position.
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.
Managers · U.S. Tax
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
Managers · Soft Skills
Coaching-led supervision for tax managers, so teams hold quality without being chased.
5-day program
Managers · U.S. Tax
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
