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Preparing Individual Tax Returns for New Staff & Paraprofessionals


This course will be hosted in partnership with the Virginia Society of CPAs

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare a moderately complex federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.

Speaker:  Nicola DeRosa, CPA

Nicole DeRosa, CPA, is a senior tax manager with Wiss & Company, LLP and has more than 13 years of public accounting experience, specializing in taxation for closely held businesses and individuals. In addition to working with clients in an array of industries, she was an adjunct professor at Raritan Valley Community College where she taught Tax Accounting for Individuals for four years.

Nicole is a member of the New Jersey Society of CPAs (NJCPA) and is active on the Content Advisory Board, Federal Taxation Interest Group, and Emerging Leaders Interest Group. She is the current chair of the Emerging Leaders Council. In 2015, she was awarded “30 Under 30” by the NJCPA, which recognizes young professionals who are making a name for themselves in the New Jersey accounting landscape. In 2019 she was awarded the “Women to Watch” Ovation Award which applauds the growth and success of female members for their leadership, potential, contributions and commitment to fostering the success of their colleagues. Most recently Nicole was named to the 2021 and 2020 editions of the NJ BIZ Power 50 List which accounts for the most influential men and women in the accounting profession that helps to keep the states’ business on track.

In Nicole’s spare time, she teaches zumba fitness and is active in various charitable organizations, such as St. Jude’s and the American Heart Association.

She is a graduate of Fairleigh Dickinson University, with degrees in accountancy and Master of Science in accountancy.

Learning Objectives

Learn complicated issues of filing status and dependency exemptions

Learn about Schedules A, B, C, D, E, and SE; Forms 2106, 4797, and 4562; passive rules and more

Complete comprehensive problems related to Schedules A, C, and D; QBI, 4797, 6251, and more, all with “filled-in” forms

Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit

Maryland Association of CPAs
Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend

New staff and paraprofessionals who prepare individual returns



Advanced Preparation


Event Information
Dec 6, 2022
8:00 am - 3:30 pm EST
Total CPE Credits
Live Webcast


$ (% off)


$ (% off)
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Preparing Individual Tax Returns for New Staff & Paraprofessionals

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