Welcome to the CCH Learning & Development Academy
School of Tax
The School of Tax is excellent for quickly increasing your firm's tax preparation expertise, investing in your top talent, and implementing a standard learning solution for your entire team. The initial program of the School of Tax in 2011 is Level I; Level II will be offered later in the year. Please refer to the Schedule for program details.
Level I
Designed to teach the basics common to first-year Tax staff, such as professional expectations, understanding the workflow, documentation best practices, and understanding of common tax issues and basic tax forms. Case studies revolve around real life scenarios focusing on most of the common tax forms in individual and business returns. Participants will learn to use CCH software tools and functions that complement their newly acquired skills.
New/Experienced Staff: 0–18 months
Level II
This program is focused on rocketing your staff into the next phase of their careers by giving them the expertise to prepare complex individual and business tax returns, fulfilling the expectations of a developing staff, and ensuring they are prepared to review the work of others. Case studies revolve around more complex issues like AMT, Schedules M-1, M-2, and M-3, and multi-state tax issues. Participants will learn to use tax research and engagement management programs, as well as more advanced areas of a tax application.
Experienced Staff/New Senior: 12–24 months


