The IRS Is Watching Tax Professionals — Closely
The IRS Is Auditing
Tax Professionals.
Is Your Practice
Protected?
One audit. One violation. One missed form. That's all it takes
to lose your EFIN, face a $65,000 fine, and watch everything
you've built shut down overnight. iTax Institute exists so that
never happens to you.
The IRS Is Watching Tax Professionals — Closely
The IRS Is Auditing
Tax Professionals.
Is Your Practice
Protected?
One audit. One violation. One missed form. That's all it takes to lose your EFIN, face a $65,000 fine, and watch everything
you've built shut down overnight. iTax Institute exists so that never happens to you.
1 Audit. Survived.
DUE DILIGENCE — STILL STANDING & STILL BUILDING
1 Audit. Survived.
DUE DILIGENCE — STILL STANDING & STILL BUILDING
You might be thinking,
One Audit Could End Everything
You've Built.
The IRS has been ramping up enforcement, and tax preparers are the target.
Warning letters and educational letters are being sent across the country right now.
If one has landed in your mailbox, you are already on their radar.
Here's what's actually at stake if you are not compliant:
$650 fine per penalty — and in a single due diligence audit, that adds up fast to $65,000
Your PTIN suspended — you can no longer be paid to prepare taxes
Your EFIN revoked — your entire e-filing operation goes dark
Your reputation in your community — gone
5 or more of your clients audited in a group — that's not coincidence, that's the IRS building a case against YOU
The three places the IRS consistently finds violations:
01
Tax pros who did not obtain proper documentation from clients
02
Tax pros who did not ask the right questions and never wrote notes that could hold up in an exam room
03
Tax pros who did not fully understand what the IRS requires for EIC, CTC, AOTC, and Head of Household claims
Ambrea' Lacy has been inside those exam rooms with IRS examiners.
She knows exactly what they look for. And she built iTax Institute
so you never have to find out the hard way.
You might be thinking,
One Audit Could End Everything
You've Built.
The IRS has been ramping up enforcement, and tax preparers are the target.
Warning letters and educational letters are being sent across the country right now.
If one has landed in your mailbox, you are already on their radar.
Here's what's actually at stake if you are not compliant:
$650 fine per penalty — and in a single due diligence audit, that adds up fast to $65,000
Your PTIN suspended — you can no longer be paid to prepare taxes
Your EFIN revoked — your entire e-filing operation goes dark
Your reputation in your community — gone
5 or more of your clients audited in a group — that's not coincidence, that's the IRS building a case against YOU
The three places the IRS consistently finds violations:
01
Tax pros who did not obtain proper documentation from clients
02
Tax pros who did not ask the right questions and never wrote notes that could hold up in an exam room
03
Tax pros who did not fully understand what the IRS requires for EIC, CTC, AOTC, and Head of Household claims
Ambrea' Lacy has been inside those exam rooms with IRS examiners.
She knows exactly what they look for. And she built iTax Institute
so you never have to find out the hard way.
About Ambrea'
Your Mentor Has Already Survived What You're Most Afraid Of.
Ambrea' Lacy is a nationally recognized tax educator, compliance strategist, and 7-figure tax professional with over 16 years in the industry. She has trained 450+ tax professionals and processed over 10,000 bank products.
But what sets her apart from every other tax coach online is this: she has personally survived a due diligence audit. Not coached around one. Not read about one in a textbook. Survived one, and walked out still practicing, still building, and more equipped than ever.
She has sat in audit rooms with IRS examiners. She knows the three things that get tax professionals in trouble — wrong documentation, wrong questions, and notes that don't hold up — and she has built an entire curriculum around fixing all three.
Every Monday at 7:00 PM CST, she opens her expertise to every tax professional — for free. No pitch. No fluff. Just the compliance knowledge that could protect your practice, your license, and your income.
About Ambrea'
Your Mentor Has Already Survived What You're Most Afraid Of.
Ambrea' Lacy is a nationally recognized tax educator, compliance strategist, and 7-figure tax professional with over 16 years in the industry. She has trained 450+ tax professionals and processed over 10,000 bank products.
But what sets her apart from every other tax coach online is this: she has personally survived a due diligence audit. Not coached around one. Not read about one in a textbook. Survived one, and walked out still practicing, still building, and more equipped than ever.
She has sat in audit rooms with IRS examiners. She knows the three things that get tax professionals in trouble — wrong documentation, wrong questions, and notes that don't hold up — and she has built an entire curriculum around fixing all three.
Every Monday at 7:00 PM CST, she opens her expertise to every tax professional — for free. No pitch. No fluff. Just the compliance knowledge that could protect your practice, your license, and your income.
HONEST TALK
Are You Willing to Risk It?
iTax Institute is not for everyone. If you're completely comfortable with the following,
this may not be for you:
Being fined $65,000 in a single audit because your documentation wasn't tight enough
Losing your EFIN and watching your tax business shut down with no warning
Receiving an IRS warning letter and having absolutely no idea what to do next
Five of your clients getting audited in a cluster while you realize too late that YOU are the investigation target
Preparing returns on credits like EIC, CTC, AOTC, and Head of Household without truly knowing what the IRS requires
Watching other tax professionals in your market get educated, get compliant, and get ahead while you stay vulnerable
Skipping the free Monday masterclass and staying exactly where you are right now
Still here? Good. That means you take your practice seriously.
Then iTax Institute was built for you.
HONEST TALK
Are You Willing to Risk It?
iTax Institute is not for everyone. If you're completely comfortable with the following,
this may not be for you:
Being fined $65,000 in a single audit because your documentation wasn't tight enough
Losing your EFIN and watching your tax business shut down with no warning
Receiving an IRS warning letter and having absolutely no idea what to do next
Five of your clients getting audited in a cluster while you realize too late that YOU are the investigation target
Preparing returns on credits like EIC, CTC, AOTC, and Head of Household without truly knowing what the IRS requires
Watching other tax professionals in your market get educated, get compliant, and get ahead while you stay vulnerable
Skipping the free Monday masterclass and staying exactly where you are right now
Still here? Good. That means you take your practice seriously. Then iTax Institute was built for you.
WHAT WE OFFER
Every Way to Work With Ambrea'.
Masterclass
Free. Every Monday. 7PM CST. Live compliance training with Ambrea'.
Due Diligence
Signature fall intensive. The course that could save your EFIN.
Resources
eBooks, mini courses, and templates you can use this season.
Work With Me
Coaching, audit prep, group training, and the 12-Month Program.
Contact
Questions? Ready to get started? Reach out directly.
CE Credits
AFSP-approved CE hours via WebCE. Available through our footer partner link.
WHAT WE OFFER
Every Way to
Work With Ambrea'.
Masterclass
Free. Every Monday. 7PM CST. Live compliance training with Ambrea'.
Due Diligence
Signature fall intensive. The course that could save your EFIN.
Resources
eBooks, mini courses, and templates you can use this season.
Work With Me
Coaching, audit prep, group training, and the 12-Month Program.
Contact
Questions? Ready to get started? Reach out directly.
CE Credits
AFSP-approved CE hours via WebCE. Available through our footer partner link.
Real Tax Professionals. Real Results.
Real Protection.
"God is so good! I’m definitely thankful for all the support I’m getting! When I first started, my goal was to get 50 clients! I have almost tripled that number! The season is just getting started! I’m so excited y’all! I’m glad I’m able to help you maximize your refunds!"
- Artidra M.
"Y’all better get y’all business coach that’s good at what they do. Shout out to Ambrea’ Lacy who is the G.O.A.T of taxes! With her expertise and knowledge she assisted me with lowering a truck driver’s tax debt from 35k for federal alone to less than 1k. Not to mention last year he paid back over 20k in taxes, because he allowed a non-certified tax professional do his taxes in turbo tax."
- Christiana R.
"For the last 2 years, I’ve invested in Ambrea' Lacy tax course, iTax Institute which has been a tremendous blessing to my business Hope Renewed, LLC! I was presently surprised (again) when I got this years awards and gifts in the mail today. Thank you so much Ambrea’ for your support and ALWAYS being there to answer questions and being so incredibly encouraging! You’re a wealth of knowledge and I truly appreciate you."
- Artesha S.
"If something will bring you a return in a month, a year, or even 3 years… it’s an investment! I started securing the bag once I invested in myself and in 2019 I enrolled in the ITax Institute! She showed me how to help my clients, plus get my business the right credentials and software because I was moving a lil funny honey! aka starlight backwards!"
- Christiana R.
Your Mentor Has Already Survived What You're Most Afraid Of.
The IRS doesn't send a courtesy call before they audit you. Your clients are counting on your license.
Your income depends on your EFIN staying active. Don't wait for the letter in the mail.
The free Monday masterclass is the easiest decision you'll make this year.
Register. Show up. Leave better protected than you arrived.
Real Tax Professionals. Real Results.
Real Protection.
"God is so good! I’m definitely thankful for all the support I’m getting! When I first started, my goal was to get 50 clients! I have almost tripled that number! The season is just getting started! I’m so excited y’all! I’m glad I’m able to help you maximize your refunds!"
- Artidra M.
"Y’all better get y’all business coach that’s good at what they do. Shout out to Ambrea’ Lacy who is the G.O.A.T of taxes! With her expertise and knowledge she assisted me with lowering a truck driver’s tax debt from 35k for federal alone to less than 1k. Not to mention last year he paid back over 20k in taxes, because he allowed a non-certified tax professional do his taxes in turbo tax."
- Christiana R.
"For the last 2 years, I’ve invested in Ambrea' Lacy tax course, iTax Institute which has been a tremendous blessing to my business Hope Renewed, LLC! I was presently surprised (again) when I got this years awards and gifts in the mail today. Thank you so much Ambrea’ for your support and ALWAYS being there to answer questions and being so incredibly encouraging! You’re a wealth of knowledge and I truly appreciate you."
- Artesha S.
"If something will bring you a return in a month, a year, or even 3 years… it’s an investment! I started securing the bag once I invested in myself and in 2019 I enrolled in the ITax Institute! She showed me how to help my clients, plus get my business the right credentials and software because I was moving a lil funny honey! aka starlight backwards!"
"If something will bring you a return in a month, a year, or even 3 years… it’s an investment! I started securing the bag once I invested in myself and in 2019 I enrolled in the ITax Institute! She showed me how to help my clients, plus get my business the right credentials and software because I was moving a lil funny honey! aka starlight backwards!"
- Christiana R.
Your Mentor Has Already Survived What You're Most Afraid Of.
The IRS doesn't send a courtesy call before they audit you. Your clients are counting on your license.
Your income depends on your EFIN staying active. Don't wait for the letter in the mail.
The free Monday masterclass is the easiest decision you'll make this year. Register.
Show up. Leave better protected than you arrived.
Compliance Education. Audit Protection. Built by a Survivor.