A stronger tax office starts with a stronger team.

You can have the best software, systems, and marketing in place, but your team still needs the knowledge and skills to serve your clients and represent your business well.

Train Your Team is a private training service designed for tax office owners who want professional development for their preparers and staff without having to teach every class themselves.

Choose the topic your office needs, gather your team, and let Moneybag handle the training.

Whether you're preparing new tax professionals for their first filing season, refreshing the knowledge of returning preparers, strengthening compliance, improving the client experience, or teaching your team how to identify additional revenue opportunities, you can select the training that makes sense for your office.

Each booking provides private live training for up to 50 team members from one tax office or organization.

Choose Your Training Topic

Tax Preparation & Compliance

Schedule C Fundamentals | CE Eligible
Compliance & Due Diligence | CE Eligible
Itemization | CE Eligible
IRS Transcripts | CE Eligible
Return Rejections | CE Eligible
Fraud Prevention & Recognizing Red Flags | CE Eligible

Software & Systems

TaxSlayer Software Training
OLT Software Training
Systems

Marketing & Client Growth

Marketing
Client Experience
Ancillary Product Upsell
Business Service Cross-Sell

Custom Training

Don't see what your team needs? Send us a Custom Request to info@taxmoneybag.com to inquire about training on another topic.

Custom requests are subject to topic approval, availability, and additional fees when applicable.

Why Train Your Team?

You don't have to be your office's only trainer.

Train Your Team allows you to bring professional education directly to your staff while keeping the experience private to your organization.

Your training can help you:

Strengthen your team's tax knowledge
Reinforce compliance and due diligence expectations
Prepare newer tax professionals for filing season
Refresh returning preparers before the season begins
Improve confidence using tax software
Create a more consistent client experience
Strengthen office systems and processes
Help your team recognize potential fraud and red flags
Improve your team's ability to identify additional revenue opportunities
Create greater consistency across your office
Reduce the amount of training you personally have to provide

CE-Eligible Training

Want to train your team and help qualifying preparers earn continuing education credit?

Select courses are available for IRS Continuing Education credit:

Schedule C Fundamentals
Compliance & Due Diligence
Itemization
IRS Transcripts
Return Rejections
Fraud Prevention & Recognizing Red Flags

CE credit is available only for eligible courses and qualifying attendees who meet applicable attendance, participation, and reporting requirements.

What’s Included

Your Train Your Team booking includes:

Private live training for one tax office or organization
Up to 50 team members
Choice of one training topic
Training materials applicable to the selected class
Live team Q&A
CE credit for qualifying attendees when a CE-eligible course is selected

Who Is This For?

Train Your Team is ideal for:

EROs with a team of tax preparers
New tax offices preparing for their first filing season
Established offices refreshing their team's knowledge
Tax office owners onboarding new preparers
Growing offices that need more consistent team development
Service Bureau owners training their internal staff
Tax business owners who don't want to personally conduct every team training

Have More Than 50 Team Members?

Need training for a larger group?

Organizations with more than 50 attendees should contact Moneybag Tax Solutions for large-group training options and custom pricing.

Important Information

Train Your Team is a private live training service for one tax office or organization. A single booking may not be shared between independently operated offices, businesses, or organizations unless otherwise approved.

The standard booking includes up to 50 attendees. Groups exceeding 50 attendees require a custom quote.

CE credit is available only for courses specifically identified as CE eligible. Attendees must meet all applicable eligibility, attendance, participation, and reporting requirements to receive credit.

Software training is currently available for TaxSlayer and OLT. Software platforms, features, and functionality may change over time, and training will reflect the platform available at the time of the session.

Custom training requests must be reviewed and approved before booking is confirmed. Additional preparation or customization fees may apply depending on the requested topic.

Training dates are subject to availability.