Due Diligence Done Right
Fast-track your compliance
with expert guidance and avoid up to $65,000 in IRS penalties.
Join Dr. Ambrea' Lacy and walk away confident, audit-ready,
and equipped with actionable steps to protect your clients and your practice.
Live Training ♦ No Gatekeeping
Due Diligence Done Right
Fast-track your compliance with expert guidance and avoid up to $65,000 in IRS penalties.
Join Dr. Ambrea' Lacy and walk away confident, audit-ready, and equipped with actionable steps to protect your clients and your practice.
Live Training ♦ No Gatekeeping
Why This Training Matters
The IRS can fine you up to $65,000.
Thousands of tax professionals are audited every year for errors on EITC, CTC, ACTC, AOTC credits and Head of Household filing status returns — often because of missing due diligence notes and supporting documentation.
IMPORTANT:
If you weren't taught proper due diligence when you were trained how to prepare taxes, your profits, PTIN and peace could be at risk without you even knowing it.
Why This Training Matters
The IRS can fine you up to $65,000.
Thousands of tax professionals are audited every year for errors on EITC, CTC, ACTC, AOTC credits and Head of Household filing status returns — often because of missing due diligence notes and supporting documentation.
IMPORTANT:
If you weren't taught proper due diligence when you were trained how to prepare taxes, your profits, PTIN and peace could be at risk without you even knowing it.
Who This Is For
Built for serious tax professionals,
not for everyone.
This training is for
Professionals filing returns claiming EITC, AOTC, CTC, ACTC, and Head of Household.
If you're responsible for client returns and want to protect your practice from audits, this training is for you.
Tax professionals at all experience levels, from brand-new preparers to seasoned PTIN holders.
EROs who want to ensure compliance and avoid costly errors.
Service bureaus seeking to build strong due diligence systems across their teams.
Tax pros serious about due diligence and committed to protecting their clients and their business.
This training is Not for
Tax pros who believe due diligence is optional or "just paperwork."
Anyone looking for shortcuts instead of proven, step-by-step systems.
Professionals who aren't serious about protecting their practice, clients, and reputation.
Those willing to risk $65,000 fines rather than invest in compliance.
People expecting a passive lecture. This training is interactive, hands-on, and built for action takers.
Who This Is For
Built for serious tax professionals,
not for everyone.
This training is for
Professionals filing returns claiming EITC, AOTC, CTC, ACTC, and Head of Household.
If you're responsible for client returns and want to protect your practice from audits, this training is for you.
Tax professionals at all experience levels, from brand-new preparers to seasoned PTIN holders.
EROs who want to ensure compliance and avoid costly errors.
Service bureaus seeking to build strong due diligence systems across their teams.
Tax pros serious about due diligence and committed to protecting their clients and their business.
This training is Not for
Tax pros who believe due diligence is optional or "just paperwork."
Anyone looking for shortcuts instead of proven, step-by-step systems.
Professionals who aren't serious about protecting their practice, clients, and reputation.
Those willing to risk $65,000 fines rather than invest in compliance.
People expecting a passive lecture. This training is interactive, hands-on, and built for action takers.
What You Will Learn
A complete roadmap,
from audit risk to audit-ready.
Responsibilities of paid tax preparers under IRS rules
How to choose HOH vs. Single filing status correctly
Interactive case studies simulating real audit scenarios
Best practices for securing client information virtually and in-office
Legal strategies to protect your practice from risk
Clear breakdowns of EITC, AOTC, CTC, ACTC, and HOH filing status
IRS red-flag triggers and how to avoid them
Step-by-step checklists, SOPs, and client interview techniques
How to build a fully compliant client file every time
What You Will Learn
A complete roadmap,
from audit risk to audit-ready.
Responsibilities of paid tax preparers under IRS rules
How to choose HOH vs. Single filing status correctly
Interactive case studies simulating real audit scenarios
Best practices for securing client information virtually and in-office
Legal strategies to protect your practice from risk
Clear breakdowns of EITC, AOTC, CTC, ACTC, and HOH filing status
IRS red-flag triggers and how to avoid them
Step-by-step checklists, SOPs, and client interview techniques
How to build a fully compliant client file every time
Our Commitment
A training designed for serious tax pros.
This training is designed for serious tax professionals
ready to protect their business and clients.
Once you register, you'll get immediate access to
pre-training materials and digital resources — all sales are final.
We're confident you'll leave with more knowledge, clarity, and tools than you've ever received from any due diligence session before.
Our Commitment
A training designed for serious tax pros.
This training is designed for serious tax professionals ready to protect their business and clients.
Once you register, you'll get immediate access to pre-training materials and digital resources — all sales are final.
We're confident you'll leave with more knowledge, clarity, and tools than you've ever received from any due diligence session before.
Get Instant Access
Two ways to join the training
Choose the experience that fits your practice.
Both include the full training and certificate of completion.
General Admission
$97
One-time payment
1 Day of Training
30-Day Recording Access
Certificate of Completion
Homework + Implementation
2 CE Hours
LIVE Q&A with Dr. Ambrea'
Homework Review & Feedback
Cybersecurity & WISP Template
Bonus Ebooks, Templates & Tools
VIP Experience
$297
One-time payment · Everything included
2 Days of Training Recording Access
1-Year Recording Access
Certificate of Completion
Homework + Implementation
2 CE Hours
LIVE Q&A with Dr. Ambrea'
Homework Review & Feedback
Cybersecurity & WISP Template
Bonus Ebooks, Templates & Tools
Two tickets. One outcome, audit-ready peace of mind.
Get Instant Access
Two ways to join the training
Choose the experience that fits your practice. Both include the full training and certificate of completion.
VIP Experience
$297
One-time payment · Everything included
2 Days of Training Recording Access
1-Year Recording Access
Certificate of Completion
Homework + Implementation
2 CE Hours
LIVE Q&A with Dr. Ambrea'
Homework Review & Feedback
Cybersecurity & WISP Template
Bonus Ebooks, Templates & Tools
General Admission
$97
One-time payment
1 Day of Training
30-Day Recording Access
Certificate of Completion
Homework + Implementation
2 CE Hours
LIVE Q&A with Dr. Ambrea'
Homework Review & Feedback
Cybersecurity & WISP Template
Bonus Ebooks, Templates & Tools
Two tickets. One outcome, audit-ready peace of mind.
Meet Your Instructor
Dr. Ambrea' Lacy
With over 15 years of experience in the tax industry, Ambrea' has helped tax professionals start, grow, and scale profitable tax businesses. Having successfully navigated a real IRS due diligence audit, she brings firsthand insight into what the IRS looks for and how tax professionals can stay compliant while protecting their practice.
Drawing from years of hands-on experience, Ambrea' shares proven step-by-step systems, practical templates, and actionable strategies designed to help tax professionals better serve their clients, strengthen their processes, and safeguard their businesses with confidence.
"This is not just another compliance course. This is your opportunity to safeguard your practice, enhance your due diligence processes, and ensure compliance with IRS regulations in one comprehensive session."
Meet Your Instructor
Dr. Ambrea' Lacy
With over 15 years of experience in the tax industry, Ambrea' has helped tax professionals start, grow, and scale profitable tax businesses. Having successfully navigated a real IRS due diligence audit, she brings firsthand insight into what the IRS looks for and how tax professionals can stay compliant while protecting their practice.
Drawing from years of hands-on experience, Ambrea' shares proven step-by-step systems, practical templates, and actionable strategies designed to help tax professionals better serve their clients, strengthen their processes, and safeguard their businesses with confidence.
"This is not just another compliance course. This is your opportunity to safeguard your practice, enhance your due diligence processes, and ensure compliance with IRS regulations in one comprehensive session."
What Tax Professionals
Are Saying
What Tax Professionals
Are Saying
Don't Miss This
Reserve your
seat now
Seats are extremely limited to maintain an interactive, high-value experience. Don't risk IRS fines up to $65,000 — learn step-by-step systems, templates, and legal insights that protect your practice.
Lock in your seat today before it sells out.
Once seats are gone, this training is gone.
Live Training ♦ No Gatekeeping
Don't Miss This
Reserve your
seat now
Seats are extremely limited to maintain an interactive, high-value experience. Don't risk IRS fines up to $65,000 — learn step-by-step systems, templates, and legal insights that protect your practice.
Lock in your seat today before it sells out.
Once seats are gone, this training is gone.
Live Training ♦ No Gatekeeping
