Xpert Tax Academy
Team Training for
Tax Businesses
Customized training solutions to help your tax staff perform better, stay compliant, and support your firm’s growth.
Hiring staff is one thing. Training them effectively, without it draining your time or risking compliance, is another.
At Xpert Tax Academy, we partner with tax business owners to provide structured, virtual training that ensures your team is well-prepared, efficient, and IRS-compliant from day one.
TESTIMONIALS
What others are saying
"Simply the best!"
You really did your big one! The best one I've been to so far
- Monisha Braggs
"I've learned so much from her."
If you're a tax professional, you should definitely consider joining the Gwennetta Wright group. It's a fantastic resource where you can keep learning-she is always sharing new insights and teaching something valuable. Remember, due diligence audits are not to be taken lightly, and I've learned so much from her. Stay open-minded: while you can learn from anyone, it's important to learn from the right person.
- Lorra Brown
"Deepened, Grateful, Inspired"
I have never learned as much as I did during this boot camp thank you so much for pouring into us.
- Lisla Wesley-Bryant
Who Is This For?
Tax firms with new or seasonal staff who need tax law training or process onboarding
Owners who are tired of repeating the same instructions or worried about team mistakes
Firms preparing to scale and need structured internal systems
What We Cover
Each training plan is tailored to your firm, but commonly includes:
Basic Tax Law for Staff
Due Diligence & Compliance Training
Workflow & Process Training (How to use your systems)
Client Handling & Documentation Procedures
Onboarding Checklists & SOPs for Your Office
Customer Service & Communication Tips