Build Knowledge. Build Confidence.
Develop your tax preparation knowledge through live and on-demand education, with mentorship to support your progress.
New Preparer Foundations
Foundational tax concepts, client intake, filing status, dependency rules, and basic return preparation.
Advanced Tax Topics
Complex schedules, self-employment, rental properties, capital transactions, and small business items.
Mentorship and Guidance
Experienced advisors offering review support, technical answers, and workflow guidance.
Learn with Purpose. Prepare with Confidence.
Structured modules for beginners stepping into the field and experienced preparers refining technical depth.
New Preparer Foundations
Foundational tax concepts, client intake, filing status, dependency rules, and basic return preparation.
Advanced Tax Topics
Complex schedules, self-employment, rental properties, capital transactions, and small business items.
Mentorship and Guidance
Experienced advisors offering review support, technical answers, and workflow guidance.
Designed Around Your Schedule
Access training materials whenever and wherever fits your lifestyle.
Live Virtual Training
Interactive sessions hosted by seasoned preparers allowing real-time Q&A, live software walkthroughs, and case study reviews.
On-Demand Modules
Self-paced video lessons and reference documentation accessible so you can learn at your own pace before tax season starts.
Start Your Tax Training Journey
Get in touch with the ROTH team to discuss education sessions and custom office training plans.