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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

Level
Managers
Subject
U.S. Tax
Format
5-day program

Day by day

  1. Day 1

    The review mindset

    • Risk-based review sequence
    • Prior-year and analytical comparison
    • What to review and what to let go

    Practice: Review a seeded 1040 and rank the errors by consequence.

  2. Day 2

    Reviewing 1120 and 1120-S returns

    • Book-to-tax reasonableness
    • Schedule L, M-1, and M-2 tie-outs
    • Basis and distribution red flags

    Practice: Review a seeded corporate return under time pressure.

  3. Day 3

    Reviewing 1065 returns

    • Allocation checks against the agreement
    • Capital and basis reasonableness
    • K-1 quality checks

    Practice: Review a seeded partnership file and its K-1s.

  4. Day 4

    Standards and client risk

    • Circular 230 responsibilities
    • Taxpayer data under section 7216
    • Documenting judgement positions

    Practice: Work through a judgement case and record the position taken.

  5. Day 5

    Review notes and capacity

    • Writing notes that teach
    • Workflow and turnaround planning
    • Reducing repeat errors

    Practice: Rewrite weak review notes and build a team review calendar.

More than theory

We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.

Software covered

Hands-on sessions run in the platforms your team uses. See all software

Tax preparation

Professional software for individual, business, trust, and estate returns.

  • 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

Workflow and document management

Source document intake, workpapers, and tracking a return through review.

  • SurePrep
  • GruntWorx
  • CCH Axcess Document
  • CCH Axcess Workstream
  • Caseware Working Papers
  • Workpapers CS
  • FileCabinet CS
  • Practice CS
  • XCM
  • Karbon
  • Canopy
  • TaxDome

Tax research

Finding, reading, and documenting authority for a tax position.

  • Checkpoint
  • CCH AnswerConnect
  • Bloomberg Tax
  • Tax Notes
  • Blue J

Your trainer

Portrait of Vijay Narayandas

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.

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