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
Month 1
Practice: Agree a six-month scorecard with each participant.
Month 2
Practice: Apply the method to live or sample files, with trainer feedback.
Month 3
Practice: Bring real anonymized issues to a working clinic.
Month 4
Practice: Design and deliver one training session to your team.
Month 5
Practice: Build a workflow and capacity plan for the next filing cycle.
Month 6
Practice: Present results and the continuing plan to firm leadership.
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
Professional software for individual, business, trust, and estate returns.
Source document intake, workpapers, and tracking a return through review.
Cleaning client data, automating workpapers, and using AI with review controls.
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.
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.
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 · Soft Skills
Six months of workshops and one-to-one coaching that turn new manager habits into everyday practice.
6-month engagement
