Setting your firm up for success:
Providing the best training and development programs to grow your practice
Training For Your
Tax Professionals
We serve others in providing learning and development programs and consulting services focused on the success of the individual and the organization. We view every learning experience as unique. Our experience has shown us that there is no “one size fits all” course. We take pride in our ability to offer you a true consultative experience: we listen, understand, advise and produce the best training solution for each request.
Our Training Services
– Build fundamental technical competencies of tax professionals
– Upskill tax professionals, providing the building blocks for better advisors
– Educate tax professionals timely on tax law changes
– Prepare tax professionals for career advancement
Your Measured Results
– Improved engagement and firm performance
– Elevated client service (…and happier clients!)
– Greater retention
– Increased rate of internal promotion
Setting your firm up for success:
Providing the best training and development programs
to grow your practice
Equipping professionals with best practices for excellence
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Building Blocks for
Better Advisors
• Effective Communication
• Client Focused
• Problem Solving
• Business Acumen
Providing clarity and understanding
in technically challenging areas
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Building Blocks for
Tax Competencies
• Tax Technical
• Tax Accounting
• Tax Research & Writing
• Tax Credits
Understanding the foundation for all business and industries
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Building Blocks for
Basic Accounting
• Fundamentals of Accounting
• Reading and Understanding
Financial Statements
• Reading and Understanding
Business Tax Returns
• Cash Flow Management
Develop a level-based program and
curriculum for your tax department
Professional Training Services
There are many reasons an organization may want to implement, update or change their learning and development programs. Key reasons include technology advances, growth of the organization and change within the organization.
We will work with your internal tax team to help define and develop a sustainable level-based program that will empower the team, increase overall company performance and aid in employee retention.
Why work with us?
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We have a proven track record with over 20 years industry experience!
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We bring clarity to complicated subjects!
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