2020-2021 Course catalog

200+ Courses and flexible options for 10+ staff members

Whether you need a quick 4-hour update or several days of in-depth instruction, bringing an AICPA On-site to your office is an efficient and cost-effective way to accomplish your organizational goals. On-sites are available with an AICPA Instructor or a discussion leader guide, to allow your in-house expert to lead the course.

Working Paper Documentation — Tax Staff Essentials


Workpapers support the creation of a tax return. This documentation not only impacts the preparer, but is required by the IRS to complete a proper audit of the return. However, nothing in federal tax law prescribes a specific format for tax return working papers.

Updated for the Tax...

Tax Staff Essentials – Level 1, New Staff


Designed for beginning staff, this level covers key areas to ensure your young tax force is well prepared to begin their careers. We will focus on the areas of Individual, Partnership and S Corporation tax compliance, effective online tax research techniques, clear and precise workpaper...

Tax Staff Essentials – Level 2, Experienced Staff


Designed for junior tax staff who want to take on a wider variety of firm engagements and establish a supervisory role within the firm, this level will broaden your tax knowledge in the areas of multistate taxation, C Corporations, accounting methods and periods and choice of entity. Key...

Tax Staff Essentials – Level 3, Tax Senior/Supervisor


Identifying the more difficult areas for experienced tax compliance specialists, this level focuses on understanding business strategies, analyzing your client’s competitive position, and converting this knowledge into tax planning and business advice. Increasing exposure into specialized...

Tax Staff Essentials – Level 4, Tax Manager/Director


Designed to give your managers and directors the tools they will need to offer existing clients additional services, this level will improve and increase proficiency levels, eliciting a higher level of customer satisfaction, with the potential to increase firm service fees. Tax Staff...

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