ENROLL NOW TO GET LIFETIME ACCESS, BONUSES & 2 CONTINUING EDUCATION HOURS!

STOP GUESSING

Avoid Penalties up to $63,500

& Get IRS-Ready Due Diligence Systems!

The IRS isn’t playing, one wrong answer or missing note can cost you thousands. The Compliant Preparer gives you the proven training, plug-and-play templates, and real-world examples to help you meet — and exceed — IRS due diligence requirements with confidence.

PLUS: Earn 2 hours of IRS-Approved Continuing Education upon completion.

You’re a Tax Professional. You Deserve to Feel Confident, Not Concerned.

If you’re relying on instinct or outdated templates to meet IRS due diligence requirements, you’re risking more than just a penalty, you’re putting your business on the line.

The IRS can penalize you up to $63,500 during a single audit. Most tax pros never see it coming... until it’s too late.

Introducing The Compliant Preparer Certification Course

If you’re relying on instinct or outdated templates to meet IRS due diligence requirements, you’re risking more than just a penalty, you’re putting your business on the line.

Meet all four IRS due diligence knowledge requirements

Create complete, audit-ready files for every client

Avoid costly penalties and stay IRS-compliant

Implement systems and processes your whole team can follow

Implement systems and processes your whole team can follow

What You Get Inside The

Compliant Preparer Certification Course:

6 Core Training Modules

Step-by-step video lessons that show you:

What the IRS expects under IRC §6695(g)
How to complete Form 8867 properly
Credit-by-credit breakdowns: EITC, CTC, ACTC, AOTC, HOH, and ODC
Compliant vs. non-compliant documentation examples
How to conduct compliant client interviews
What triggers an audit — and how to avoid red flags

Due Diligence Notes Mastery

Credit-specific interview questions
Templates for accurate Q&A logging
IRS-approved language and note formatting

Sample Files Library

Example Form 8867s
Sample client notes
Supporting documentation sets

Printable Compliance Tools

Due diligence checklists by credit
Interview log sheets
Eligibility screeners and documentation guides

Certification + CE Credit

Official Certificate of Completion for The Compliant Preparer
Includes 2 IRS-Approved Continuing Education Hours (for qualifying professionals)

Get These Freebies When You Enroll

Audit Proof Your Practice

Get your step-by-step roadmap to protect your business from due diligence penalties and audits. Includes sample response templates, red flag identifiers, and compliance strategies used by top pros.

The Ultimate Interview Guide for EITC, CTC, AOTC & More

Never struggle with what to ask again. This guide gives you 250+ pre-written questions across all major tax credits — so you can confidently document every file and meet IRS standards with ease.

Inside the IRS Audit

Peek behind the curtain and learn exactly what the IRS looks for during a due diligence review. Real audit scenarios, breakdowns of letters like 4810 and 5025, and strategies for passing with confidence.

Documentation Checklist

Get a printable, ready-to-use checklist that shows exactly what documentation to collect for each credit. Make every file audit-ready — without second-guessing or missing a thing.

When you join The Compliant Preparer,

you’re not just taking a course

you’re investing in peace of mind, professional credibility, and audit protection.

6 self-paced training modules

Plug-and-play compliance templates

2 IRS-approved CE hours

Official Certificate of Course Completion

Notes, interview tools & audit response guides

Lifetime access + all bonus tools

Includes Lifetime Access, All Bonuses & 2 CE Hours

Backed by Experience, Not Guesswork

This course was created by Ambrea’ Lacy, tax strategist and audit advisor, who has worked with dozens of preparers facing IRS due diligence audits. It’s not theory, it’s based on what the IRS actually asks for during real investigations.

With over a decade of experience, she’s helped hundreds of preparers grow their businesses through expert mentorship and cutting-edge software solutions.

Meet Your Coach

Dr. Ambrea' Lacy