TAX PROFESSIONAL DEVELOPMENT

Build the Knowledge Behind the Return.

Practical, compliance-focused training for new and developing tax professionals who want to strengthen their tax knowledge, due diligence, documentation, software workflow, and return-review skills.

Executive tax professional studying analytical tax documentation in modern corporate workspace

THE RISE APPROACH

We Train Tax Professionals to Think Beyond Data Entry.

Preparing a tax return requires more than entering numbers into software. Tax professionals need to understand what they are reporting, ask appropriate questions, document their work, recognize inconsistencies, and know when additional information is required.

Ask. Record. Confirm.

Ask the right questions. Record the relevant facts. Confirm the client can substantiate the information if requested.

TRAINING CURRICULUM

Practical Knowledge for Real Tax Preparation.

Six application-focused modules designed to strengthen technical accuracy, due diligence, documentation, return analysis, and professional compliance.

Tax Foundations & Professional Standards

Filing fundamentals, preparer responsibilities, Circular 230 concepts, ethical considerations, and professional workflow.

Due Diligence

Interview techniques, documentation, qualifying questions, high-risk areas, and preparer due-diligence responsibilities.

Filing Status & Dependents

Household facts, qualifying children and relatives, custody considerations, documentation, and Form 8332 concepts.

Business & Rental Returns

Schedule C & E deep-dive, asset depreciation under Section 179 and MACRS, business-versus-hobby considerations., and active versus passive real estate activity rules.

Credits & Deductions

EITC, Child Tax Credit, education credit eligibility and calculation., above-the-line adjustments, and itemized versus standard deduction comparative optimization.

Software & Quality Control

Tax software workflow, diagnostics, document review, return reconciliation, preparer notes, and final-return quality control.

WHO WE TRAIN

Designed for Tax Professionals at Different Stages.

Practical instruction and workflows tailored to different levels of tax preparation experience.

New Preparers

Individuals entering tax preparation who require structured, compliant interview protocols and systematic data gathering routines from day one.

  • Master thorough client intake questioning
  • Establish disciplined documentation habits
  • Avoid early procedural and filing pitfalls

Developing Preparers

Strengthen technical knowledge, due diligence, documentation, and return-review skills.

  • Refine Schedule C verification workflows
  • Strengthen return review and proofing speed
  • Handle multi-state and non-standard schedules

Tax Offices & Teams

Provide structured training and standardized processes for preparers working within a tax practice.

  • Standardize office-wide intake checklists

  • Reduce review bottlenecks and correction cycles

  • Maintain uniform quality during peak tax season

TRAINING OPTIONS

Learn in a Format That Fits Your Development.

Choose the instructional environment that aligns with your schedule, learning preferences, and professional development milestones.

Live tax professional masterclass training workspace with tax strategy materials and laptop.

Live Masterclasses

Focused live instruction covering specific tax topics, compliance issues, and practical return preparation.

Tax professional workshop materials focused on tax strategy, due diligence and compliance.

Workshops & Intensives

Shorter sessions designed around specific technical or operational topics.

Tax season readiness workspace with tax preparation checklist, calculator and planning materials.

Tax Season Readiness

Pre-season training designed to strengthen due diligence, documentation, software workflow, and return review.

Professional tax team training conference room for tax preparer education and development.

Team Training

Training options for tax offices seeking a more consistent preparer process and quality-control standard.

THE RISE STANDARD

Accuracy. Due Diligence. Documentation. Professional Judgment.

Our training is built around understanding why information belongs on a return, what documentation supports it, what questions should be asked, and when a tax professional needs to stop and investigate further.

BUILT AROUND CIRCULAR 230, DUE DILIGENCE & PROFESSIONAL RESPONSIBILITY

TRAINING LED BY EXPERIENCE

Practical Training Built From Real Tax Practice.

Ellie Carrasquillo serves as Lead Senior Tax Analyst and Operations Manager for Rise Consulting Solutions, with hands-on experience reviewing complex individual and business returns, high-income filings, EITC and other high-scrutiny areas, prior-year corrections, identity-theft and fraud-related issues, disputed tax liabilities, and previously filed returns. Her work centers on identifying errors, missed deductions and credits, unsupported positions, compliance gaps, and issues requiring deeper analysis.

That level of scrutiny shapes the training. Preparers learn to look beyond software prompts, recognize red flags, question inconsistencies, document high-risk positions, and understand the tax reasoning behind the return. The goal is to develop tax professionals who can analyze what they are filing, support it, and recognize when something does not make sense.

BUILD YOUR TAX KNOWLEDGE

Ready to Strengthen Your Skills?

Explore current masterclasses, workshops, tax-season readiness programs, and professional training opportunities from Rise Consulting Solutions.

Live cohorts, focused workshops & custom team training • Grounded in IRS publications, tax law & compliance guidance • Led by experienced tax analysis & operations leadership