The Course
That Could
Save Your EFIN.
Due Diligence Done Right — Ambrea' Lacy's Signature Fall Intensive for Tax Professionals Who Refuse to Get Caught Unprepared.
The Course That Could Save Your EFIN.
Due Diligence Done Right — Ambrea' Lacy's Signature Fall Intensive for Tax Professionals Who Refuse to Get Caught Unprepared.
THE REALITY ALERT
$650 per penalty. Up to $65,000 in a single due diligence audit.
IRS examiners are actively targeting tax preparers — warning letters are being sent right now. If 5 or more of your clients are audited together, YOU are the investigation. This course exists so you are never the unprepared one in that room.
THE REALITY ALERT
$650 per penalty. Up to $65,000 in a single due diligence audit.
IRS examiners are actively targeting tax preparers — warning letters are being sent right now. If 5 or more of your clients are audited together, YOU are the investigation. This course exists so you are never the unprepared one in that room.
WHY TAX PROS FAIL DUE DILIGENCE EXAMS
The IRS Isn't Looking for Big Fraud.
They're Looking for These Three Things.
Ambrea' has sat in audit rooms with IRS examiners. Here is exactly where most tax professionals fall short:
01
They did not obtain proper documentation from their clients before filing
02
They did not know the right questions to ask during the client intake interview
03
They did not write client notes in a way that holds up under IRS examination
Add in a lack of deep knowledge on EIC, CTC, AOTC, and Head of Household requirements — and the IRS has everything they need to issue penalties, suspend a PTIN, or revoke an EFIN.
Due Diligence Done Right fixes all of this — before the letter arrives.
WHY TAX PROS FAIL DUE DILIGENCE EXAMS
The IRS Isn't Looking for Big Fraud. They're Looking for
These Three Things.
Ambrea' has sat in audit rooms with IRS examiners.
Here is exactly where most tax professionals fall short:
01
They did not obtain proper documentation from their clients before filing
02
They did not know the right questions to ask during the client intake interview
03
They did not write client notes in a way that holds up under IRS examination.
Add in a lack of deep knowledge on EIC, CTC, AOTC, and Head of Household requirements,
and the IRS has everything they need to issue penalties,
suspend a PTIN, or revoke an EFIN.
Due Diligence Done Right fixes all of this — before the letter arrives.
What's Covered
What You'll Learn.
What the IRS actually requires for due diligence — not what most preparers assume
How to properly document EIC, CTC, AOTC, and Head of Household every single time
The exact client interview questions to ask — and how to record the answers
How to write preparer notes that survive an IRS exam
What happens step-by-step inside a due diligence audit — from someone who has been there
How to build internal checklists and intake processes that protect your entire office
Real case studies from real audits — including Ambrea's own experience
What's Covered
What You'll Learn.
What the IRS actually requires for due diligence — not what most preparers assume
How to properly document EIC, CTC, AOTC, and Head of Household every single time
The exact client interview questions to ask — and how to record the answers
How to write preparer notes that survive an IRS exam
What happens step-by-step inside a due diligence audit — from someone who has been there
How to build internal checklists and intake processes that protect your entire office
Real case studies from real audits — including Ambrea's own experience
2026 SCHEDULE
Limited Seats.
Waitlist Gets First Access.
Due Diligence Done Right runs monthly in the fall
Expected sessions in October, November, and December 2026.
Exact dates announced to the waitlist first. Space is intentionally limited each session.
2026 SCHEDULE
Limited Seats.
Waitlist Gets First Access.
Due Diligence Done Right runs monthly in the fall
Expected sessions in October, November, and December 2026. Exact dates announced to the waitlist first. Space is intentionally limited each session.
LIMITED SPACE
The Fall Fills Up Fast.
Get on the List Today.
Every session of Due Diligence Done Right sells out.
The waitlist gets first access, first notice, and first pick of session dates.
Don't be the one who waits and misses it.
LIMITED SPACE
The Fall Fills Up Fast.
Get on the List Today.
Every session of Due Diligence Done Right sells out. The waitlist gets first access, first notice, and first pick of session dates. Don't be the one who waits and misses it.
Compliance Education. Audit Protection. Built by a Survivor.