Tax Practice Management Courses

NAEA’s Tax Practice Management Courses offer practical training to help you build a strong tax practice. Whether you’re launching a firm, improving your marketing, staying on top of ethics, or preparing for unexpected disruptions, you’ll also find clear guidance you can use right away.

Not only are these courses offered live and on demand, but you can also learn on your schedule. Plus, each session focuses on real-world steps that help tax professionals streamline daily operations, improve client communication, and make better business decisions with confidence.

Upcoming Webinars

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Practical Training for Tax Professionals

If you want clear, actionable education, Tax Practice Management Courses are built for the business side of your tax career. For example, you’ll learn how to set up simple systems, strengthen your client process, and market your services with purpose. As a result, you can build a practice that grows over time—without adding unnecessary complexity.

What You’ll Learn in Tax Practice Management Courses

Tax Practice Management Courses explain the “why” behind common challenges and, more importantly, the “how” to solve them. Topics include:

  • Marketing strategies to attract the right clients
  • Ethical best practices and professional standards
  • Workflows, organization, and operational efficiency
  • Planning for disruptions and business continuity

Live and On-Demand Practice Management Courses That Lead to Long-Term Success

Whether you’re new to practice ownership or improving an established firm, Tax Practice Management Courses help you build skills that support long-term success. Most importantly, you’ll leave with practical next steps you can apply right away—one course at a time.

Practical Training for Tax Professionals: Tax Practice Management Courses
What You’ll Learn in Tax Practice Management Courses
Live and On-Demand Practice Management Courses That Lead to Long-Term Success

On-Demand Webinars: Practice Operations

What You Need to Consider to Start a Practice

Free for All

There are many things to consider before starting a tax practice. This class will provide an overview and checklist to ensure that enrolled agents are prepared to open their practice. Likewise, it’s a helpful checklist for existing practitioners to ensure their operating procedures cover all key areas.

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Starting a Tax Practice

Free for Members | $50 Nonmembers

This course is specifically designed for individuals who are interested in launching their own tax services business. Whether you are a seasoned tax professional looking to transition to self-employment or an aspiring entrepreneur seeking to enter the tax industry, this course will provide you with the essential knowledge and practical skills to establish and grow a successful tax practice.

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The Customer Experience: Using Onboarding and Offboarding to Strengthen a Client Relationship

Free for Members | $50 Nonmembers

Successful client onboarding sets the stage for positive relationships, while offboarding ensures a smooth transition and leaves a lasting impression. This session explores best practices and strategies for both onboarding and offboarding clients, including establishing rapport, understanding client needs, setting expectations, and maintaining communication. Participants will learn how to create personalized onboarding experiences, deliver exceptional client service, and handle client departures with graceturning the former client into a reliable referral source.

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Time Management

Free to All

This course is designed to empower individuals with the knowledge and skills to effectively manage their time, prioritize tasks, and optimize productivity in both personal and professional domains. In today’s fast-paced world, mastering time management techniques is essential for achieving goals, reducing stress, and maintaining a healthy work-life balance. This course explores practical strategies, tools, and mindset shifts to enhance personal efficiency, eliminate time-wasting activities, and create a productive and fulfilling lifestyle.

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Setting Your Price

Free for Members | $50 Nonmembers

This course provides tax professionals with valuable insights and techniques for establishing optimal pricing strategies for their tax services. Pricing plays a critical role in business profitability, attracting clients, and positioning oneself in the market. This course explores various pricing models, factors influencing pricing decisions, and the importance of value proposition in determining pricing. Participants will learn how to assess costs, analyze market trends, evaluate competitive positioning, and align pricing with the value provided to clients.

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Navigating Pricing and Payments for Tax Preparation Professionals

Free for Members | $50 Nonmembers

This session will guide you through the different pricing models to help you remain competitive in the marketplace, explore technology to help you streamline your invoicing and payment processes, and refine your financial strategies to increase your firm’s cash flow.

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CPA Master of Disaster, Jerry Schreiber Presents: Disaster Filing Deadlines and Casualty Losses

Free for Members | $100 Nonmembers

In light of the recent hurricanes that have devastated the Southeast, tax professionals face unprecedented challenges. Join the NAEA for an insightful webinar with speaker Jerry Schreiber, CPA, widely recognized as the “ Master of Disaster.” Schreiber, who has authored “Documenting a Casualty Loss” in the Journal of Accountancy, brings extensive expertise in U.S. disaster tax matters. This webinar will provide participants with an update and review of the necessary information for tax professionals to prepare returns for taxpayers affected by natural disasters and assist clients with other recovery matters.

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On-Demand Webinars: Marketing & Technology

Marketing Strategies To Attract Your Ideal Clients

Free for Members | $30 for Nonmembers

In today’s competitive tax landscape, attracting the right clients—those who value your expertise and align with your goals—is more important than ever. This session will give tax professionals the tools and strategies to market themselves with clarity, confidence, and purpose. Whether you’re a solo practitioner, part of a small firm, or looking to expand your advisory services, you’ll learn how to identify your ideal client, craft messaging that resonates, and use modern marketing channels to grow a practice that fits your firm.

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Social Media Best Practices

Free for Members | $50 Nonmembers

This course is designed to equip individuals with the knowledge and skills to effectively utilize social media platforms to enhance personal branding and achieve professional goals. In today’s digital age, social media has become a powerful tool for self-promotion, networking, and career advancement. This course provides practical guidance and insights into leveraging social media platforms strategically to create a strong online presence, engage with target audiences, and establish a positive personal brand.

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Tech Tools Unleashed: Simplifying Tax Preparation for Professionals

Free for Members | $50 Nonmembers

This webinar will explore the latest tech tools involving the tax preparation process. From advanced software applications to automated systems, these innovative solutions can enhance efficiency, accuracy, and overall workflow. This session will equip you with the knowledge and insights to leverage technology effectively in your practice. Elevate your tax preparation game and navigate the evolving tech landscape with confidence, as we guide you through simplifying complex tasks and boosting productivity using cutting-edge tools.

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Building a Secure and Compliant Approach to Outsourcing Tax Services

Free to All

Tax practices are increasingly using cloud platforms and offshore partnerships; however, both come with major compliance responsibilities. To help, Verito and AcoBloom will walk you through the safeguards and oversight needed for distributed environments. Verito will explain how to meet IRS Publication 4557 and Circular 230 standards for protecting taxpayer information in secure cloud systems. AcoBloom will outline due diligence and risk management strategies for cosourcing tax work offshore while ensuring taxpayer data remains secure across jurisdictions.

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