Tax Staff Essentials - Level 1, New Staff

This level covers the core skills required to begin working on tax engagements, such as: performing research, communicating results and documenting findings in the tax work papers. Staff will also receive comprehensive training on basic individual and pass-through tax issues that will enable them to work with confidence.

Level 1 programs and courses are available in four different formats for your convenience:


The online format is designed to meet the varying schedules of busy tax professionals. Individuals can learn at their own pace, time and location. You can enroll anytime in the Tax Staff Essentials CPE-self-study online courses. They can also be used for group training and blended learning when combined with the on-site option.

These courses have been updated for the Tax Cuts and Jobs Act (TCJA) of 2017 ("Tax Reform"). Included with your course, you will have free access to a specially-prepared Course Supplement that provides an explanation of the key provisions of TCJA (including topics not covered in your course).


On-site instructor-led training is available for groups of 10 or more. This format is great for firms or large groups interested in purchasing multiple enrollments or those that require some flexibility with the content. Use an AICPA instructor or purchase the instructor materials and have an experienced staff member conduct the training.

Tax School

Tax School provides an opportunity of learning in a classroom setting. The program has been designed with flexibility and convenience in mind and is offered throughout the year at various locations so you can choose the week that best suits your training needs.


Tax Staff Essentials webcasts are offered on multiple dates and times throughout the year for CPE credit, and the content can also be accessed at any time via archived videos.  Courses can be purchased separately, or you can subscribe to our Annual Webcast Pass, which has over 500 webcasts and includes all Tax Staff Essentials webcasts.