Level I, New Staff

Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels.

Level 1 training focuses on the areas of Individual, Partnership and S Corporation tax compliance, effective online tax research techniques, clear and precise workpaper documentation, effective professional business communications. You will learn a broad range of practical tax instruction, including key issues surrounding the Individual taxation, new cost and repair regulations, S Corporation distributions, items affecting shareholder basis, Passive Activity Loss rules, and more.

Why Complete the Tax Staff Essentials Bundle or individual programs?

• To develop a strong set of core tax preparation skills
• To gain a deeper understanding of the issues involved with tax preparation
• To learn effective online tax research techniques
• To develop professional business communication skills

You can purchase only the programs you need or the entire On Demand bundle and save money. Participants who complete 40 hours of CPE will receive a badge* and recognition in a COCPA publication and our website.  You have two years from the date of the first completion to earn your badge.

*A badge is a symbol of your accomplishment and it allows you to share your accomplishment with clients, potential clients, co-workers, and other CPAs using social networks, portfolio pages, email signature lines, and websites.