Content production

EA Part 1 Content Production Master Specification

Authoring standards for turning the completed 52-chapter curriculum blueprint into textbook chapters, examples, case studies, decision trees, questions, flashcards, illustrations, IRS form guides, and AI tutor knowledge.

Production status

Production specification. Actual chapter authoring begins with Chapter 1: Tax Return Preparation Fundamentals.

Last reviewed: June 5, 2026. Tax law through: December 31, 2025.

Next authoring chapter: Chapter 1: Tax Return Preparation Fundamentals

Content hierarchy

Every asset should be produced inside this hierarchy so textbook content, questions, flashcards, case studies, form references, and AI tutor context stay aligned.

  • EA Part 1
  • Section
  • Chapter
  • Lesson
  • Topic
  • Example
  • Illustration
  • Decision Tree
  • Case Study
  • Exam Alert
  • Practitioner Note
  • Flashcard
  • Review Question
  • Exam Simulation

Chapter production standards

5-15 objectives per chapter

Learning Objectives

  • Objectives must be measurable.
  • Objectives must map to EA Part 1 exam skills.
  • Objectives must guide lesson, question, and flashcard production.

30-40 pages per chapter

Core Textbook Content

  • Professional textbook style.
  • Practitioner focused.
  • EA exam focused.
  • Plain U.S. English.
  • Avoid outline-style notes, filler, and robotic phrasing.

Minimum 10 examples per chapter

Examples

  • Basic examples.
  • Intermediate examples.
  • Advanced examples.
  • EA exam-style examples.

Minimum 4 case studies per chapter

Case Studies

  • Case Study 1: Basic.
  • Case Study 2: Intermediate.
  • Case Study 3: Advanced.
  • Case Study 4: Multi-issue exam simulation.

Minimum 3 decision trees per chapter

Decision Trees

  • Decision trees must show rule sequence.
  • Decision trees must help students choose between similar tax treatments.
  • Decision trees must be usable in exam review and practitioner reference.

Minimum 5 practitioner notes per chapter

Practitioner Notes

  • Notes must teach real tax-preparation judgment.
  • Notes should flag documentation problems.
  • Notes should connect exam rules to practical return-preparation workflow.

Minimum 5 exam alerts per chapter

EA Exam Alerts

  • Alerts must highlight commonly tested distinctions.
  • Alerts should warn about wording traps.
  • Alerts should connect to review questions and flashcards.

Question bank standards

Every question must include the correct answer explanation, wrong-answer explanations, topic tag, chapter tag, difficulty, IRS concept reference, exam trap, and review metadata.

Basic questions

25

Intermediate questions

15

Advanced questions

10

Total per chapter

50

Chapter total

2,600 questions

Cumulative reviews

1,500 additional questions after sections

Final target

4,100+ questions

Flashcards

100 flashcards per chapter. Final target: 5,200+ flashcards.

  • Definitions
  • Thresholds
  • Forms
  • Deadlines
  • Calculations
  • Exceptions
  • Common Traps

Illustrations

5-10 illustrations per chapter. Final target: 350+ illustrations.

  • Flowcharts
  • Tax computations
  • Form maps
  • Decision trees
  • Comparison tables

IRS form library

Each form guide must include overview, purpose, filing requirements, line-by-line walkthrough, common errors, and exam relevance.

  • Overview
  • Purpose
  • Filing Requirements
  • Line-by-Line Walkthrough
  • Common Errors
  • Exam Relevance

Major form coverage

Form 1040

Form 1040-SR

Form 1040-NR

Schedule A

Schedule B

Schedule C

Schedule D

Schedule E

Schedule SE

Form 2441

Form 2555

Form 6251

Form 709

Form 706

Form 8615

Form 8863

Form 8867

Form 8960

Form 8962

EA AI tutor specification

The AI tutor must support exam study only. It must not provide personal tax advice, invent current-year thresholds, or publish generated questions without review.

Knowledge sources

  • Textbook
  • Questions
  • Flashcards
  • Case Studies
  • IRS Forms
  • Decision Trees

Capabilities

  • Explain Concepts
  • Walk Through Problems
  • Generate Quizzes
  • Grade Answers
  • Simulate EA Exam

Example prompts

  • What is Head of Household?
  • Calculate the Kiddie Tax.
  • Give me 20 questions on EIC.
  • Review my response.
  • Create a 100-question exam.

Textbook size projection

Core textbook

52 chapters x 35 pages average = 1,820 pages

Question bank

4,100 questions = about 900 pages

Flashcards

5,200 cards = about 500 pages

Case studies

250+ cases = about 300 pages

Form library

About 400 pages

Total Part 1 asset

3,900-4,500+ pages equivalent

Next production step

The next stage is actual chapter authoring, beginning with Chapter 1: Tax Return Preparation Fundamentals. Authoring should follow these standards and should not skip source mapping, examples, case studies, questions, flashcards, and review metadata.