UMass Tax School for Practitioners


UMass Tax School

  • IRS provider number Z3CPD
  • CFP® Board provider number 3237 - LGUTEF ID NITW2550
  • Massachusetts Division of Insurance provider number S14656

The UMass Tax School for Practitioners 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. Our program utilizes the National Income Tax Workbook (written and annually updated by LGUTEF) used at similar tax schools in more than 30 states for over 30,000 tax professionals.

Two-day income tax seminars providing updates to the latest tax laws and regulations are held annually in November and December throughout Massachusetts, and are intended for Certified Public Accountants, Enrolled Agents, Annual Filing Season Program participants, Certified Financial Planners, Attorneys and other tax 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. Seminars are conducted by professional instructors who have extensive tax experience and are offered in cooperation with the Internal Revenue Service and the Massachusetts Department of Revenue.

UMass Tax School for Practitioners is an educational outreach program of the Department of Resource Economics at the University of Massachusetts Amherst


Office Hours

June-September; Monday-Thursday 10:30am-3:30pm
October-December Monday-Friday 9:00am-4:00pm (closed during two-day seminars)
January-February; Tuesday-Thursday 9:00am-4:00pm
March-May tax school office is closed


Cheryl A. Morse, EA, Director of Program Curriculum

John Spraggon, Department Chair, Resource Economics
Phone: 413-545-6651