Direct Access to
16 Years of Tax Compliance
Expertise.
Whether you need a coaching call, audit prep support, team training, or a full-year compliance transformation — Ambrea' Lacy works directly with tax professionals who are serious about protecting and growing their practice.
Direct Access to
16 Years of Tax Compliance
Expertise.
Whether you need a coaching call, audit prep support, team training, or a full-year compliance transformation — Ambrea' Lacy works directly with tax professionals who are serious about protecting and growing their practice.
SERVICES
Choose How You Want to
Work Together.
Coaching Calls
Who it's for:
Tax professionals at any level who need direct, personalized guidance on compliance, practice growth, or a specific situation they're facing.
What You Get
One-on-one time with Ambrea' focused entirely on your practice and your questions
Honest, experienced assessment of where your compliance gaps are
Actionable next steps you can implement immediately
The clarity that comes from talking to someone who has been inside the audit room
Audit Prep Support
Who it's for:
Tax professionals who have received an IRS warning letter, educational letter, or notice of examination — and need to respond correctly.
What You Get
Expert guidance from someone who has personally survived a due diligence audit
Review of your documentation, client files, and preparer notes
A clear understanding of what the IRS examiner will be looking for
Confidence walking into the audit process instead of panic
If you have received an IRS letter, do not wait. The window to prepare is shorter than most tax pros realize.
Group Compliance Training
Who it's for:
ERO groups and service bureau owners with 10 or more tax professionals who need standardized, expert-led compliance training for their entire team.
What You Get
Customized compliance training tailored to your team's specific credit types and risk areas
Live delivery — virtual or in-person
Training built directly from Ambrea's audit room experience and IRS examiner knowledge
A team that is educated, aligned, and audit-ready
If you have received an IRS letter, do not wait. The window to prepare is shorter than most tax pros realize.
12-Month Compliance Master Program
Who it's for:
The tax professional who is serious — completely serious — about building an audit-proof, fully compliant, long-term practice. Application required. Not everyone is accepted.
What You Get Over 12 Months
Mastery of every dimension of IRS due diligence requirements
Built-out internal systems, checklists, and documentation protocols for your practice
Client intake and interview processes that hold up under any level of IRS scrutiny
Direct, ongoing access to Ambrea' throughout the full program
A practice that is not just surviving audits — but is built to never trigger one
This is the highest level of compliance education Ambrea' offers. It is a serious investment in a serious practice.
Coming soon
White-Label Training Program
iTax Institute is developing a white-label compliance training program that EROs
and service bureau owners will be able to license and deliver under their own brand,
powered entirely by Ambrea' Lacy's curriculum.
Your compliance standards. Your brand. Ambrea's expertise behind it.
SERVICES
Choose How You Want to Work Together.
Coaching Calls
Who it's for:
Tax professionals at any level who need direct, personalized guidance on compliance, practice growth, or a specific situation they're facing.
What You Get
One-on-one time with Ambrea' focused entirely on your practice and your questions
Honest, experienced assessment of where your compliance gaps are
Actionable next steps you can implement immediately
The clarity that comes from talking to someone who has been inside the audit room
Audit Prep Support
Who it's for:
Tax professionals who have received an IRS warning letter, educational letter, or notice of examination — and need to respond correctly.
What You Get
Expert guidance from someone who has personally survived a due diligence audit
Review of your documentation, client files, and preparer notes
A clear understanding of what the IRS examiner will be looking for
Confidence walking into the audit process instead of panic
If you have received an IRS letter, do not wait. The window to prepare is shorter than most tax pros realize.
12-Month Compliance Master Program
Who it's for:
The tax professional who is serious — completely serious — about building an audit-proof, fully compliant, long-term practice. Application required. Not everyone is accepted.
What You Get Over 12 Months
Mastery of every dimension of IRS due diligence requirements
Built-out internal systems, checklists, and documentation protocols for your practice
Client intake and interview processes that hold up under any level of IRS scrutiny
Direct, ongoing access to Ambrea' throughout the full program
A practice that is not just surviving audits — but is built to never trigger one
This is the highest level of compliance education Ambrea' offers. It is a serious investment in a serious practice.
Group Compliance Training
Who it's for:
ERO groups and service bureau owners with 10 or more tax professionals who need standardized, expert-led compliance training for their entire team.
What You Get
Customized compliance training tailored to your team's specific credit types and risk areas
Live delivery — virtual or in-person
Training built directly from Ambrea's audit room experience and IRS examiner knowledge
A team that is educated, aligned, and audit-ready
If you have received an IRS letter, do not wait. The window to prepare is shorter than most tax pros realize.
Coming soon
White-Label Training Program
iTax Institute is developing a white-label compliance training program that EROs
and service bureau owners will be able to license and deliver under their own brand,
powered entirely by Ambrea' Lacy's curriculum.
Your compliance standards. Your brand. Ambrea's expertise behind it.
FIRST STEP
Not Sure Where to Start?
The Free Masterclass Is the First Step.
Every client and student who has worked directly with Ambrea' started somewhere.
For most, it was a Monday night masterclass.
Come see what the education feels like before you commit to anything.
FIRST STEP
Not Sure Where to Start? The Free Masterclass Is the First Step.
Every client and student who has worked directly with Ambrea' started somewhere. For most, it was a Monday night masterclass. Come see what the education feels like before you commit to anything.
Compliance Education. Audit Protection. Built by a Survivor.