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The UMass
Tax School

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What is the UMass Taxschool?

Who is the Tax School For?

2017 Save these Dates!

2017 Cost: $375

Early registration discount: $20


Summer Office Hours:

Tues/Wed/Thurs 10am-4pm

Check back in late August to complete your 2017 registration!!

IRS approved continuing education provider logo

  • IRS provider number Z3CPD
  • CFP® Board approved provider
    number 3237
    • Note: CFP® certificants' two-day program CPE credits are submitted by the Land Grant University Tax Education Foundation, program ID NITW2550
  • Massachusetts Division of Insurance approved provider number S14656


What Is The UMass Tax School?

The UMass Tax School is an IRS approved educational entity, and a member of the Land Grant University Tax Education Foundation, Inc. (LGUTEF) a non-profit corporation organized by representatives of land grant universities around the country that teach tax education programs for professional tax practitioners. The Tax School is approved by the Certified Financial Planner Board of Standards, CFP®and the Massachusetts Division of Insurance, S14656.

The major purpose of the school is to provide quality continuing education at an affordable price for tax professionals such as enrolled agents, certified public accountants, public accountants, certified financial planners, attorneys, and other tax return preparers.

Program Information

The UMass Tax School offers an annual Income Tax workshop that is conducted by professional instructors who have extensive tax experience. Our instructors utilize the "National Income Tax Workbook" written and annually updated by LGUTEF. As a textbook it is used at similar tax schools throughout the United States by more than 30 states for over 30,000 tax professionals. The UMass Tax School offers two-day workshops conducted in eight locations throughout the state, and provides up to 16 hours of Continuing Profession Education 'CPE' credits on Federal and State taxes designed to update the latest tax laws and regulations. These workshops are held in November and December at eight locations throughout Massachusetts. Workshop content changes each year based on materials in the current Income Tax Workbook. The workshops include 2 hours of ethics and at least 3 hours of federal tax updates. In addition, there are 2 hours devoted to Massachusetts tax updates.  We are waiting approval from the IRS for 2 hours of ethics, 3 hours of federal tax updates and 9 hours of Federal Tax Law topics.

Workshops are offered in cooperation with the Internal Revenue service and the Massachusetts Department of Revenue.

Participants needing to fulfill continuing professional education requirements can obtain CPE credits, as can those who need Massachusetts Division of Insurance credits and CFP® certificants.

Who is the UMass Tax School for?

The two-day workshops are intended for Certified Public Accountants, Enrolled Agents, Attorneys and Registered Tax Return Preparers. A typical participant will have had several years experience in completing individual, small business and partnership returns and will complete 200 or more returns in a year.

Locations and Dates for our 2017 two-day Workshops!


November 8-9, 2017 (Wed/Thurs)

Courtyard Marriott

423 Russell Street (Route 9)

Hadley, MA  01035


Driving directions


November 13-14, 2017 (Mon/Tues)

Four Points by Sheraton Wakefield Boston Hotel & Conference Center
1 Audubon Road
Wakefield, MA  01880
Driving directions and map


November 16-17, 2017 (Thurs/Fri)

Holiday Inn Mansfield-Foxboro

31 Hampshire Street

Mansfield, MA  02048


Driving directions  


November 27-28, 2017 (Mon/Tues)

Cape Codder Resort & Spa
1225 Iyannough Road
Hyannis, MA  02601
Driving directions and map


November 30 - December 1, 2017 (Thurs/Fri)
The Lantana
43 Scanlon Drive
Randolph, MA 02368

Driving directions and map


December 4-5, 2017 (Mon/Tues)

Sturbridge Host Hotel & Conference Center

366 Main Street

Sturbridge, MA  01566


Driving directions and map


December 7-8, 2017 (Thurs/Fri)

The Verve Crowne Plaza - Natick

1360 Worcester Street

Natick, MA  01769


Driving directions and map


December 11-12, 2017 (Mon/Tues)
Double Tree by Hilton Hotel Boston-Andover
123 Old River Road
Andover, MA 01810
Driving directions and map



Jensey Graham (413)545-5715,
M.J. Alhabeeb (413)545-5010,

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