Prepare the Return. Document the File. Protect the Business.
Protect your tax business with the knowledge, systems and accountability that matter! Join Dr. Burgundy Royster, Owner, CEO and Compliance Specialist, for an exclusive 12-month compliance mentorship created for tax professionals, EROs and tax office owners.
This is more than basic tax training. The Compliance Inner Circle Program will help you understand why information belongs on a return, which questions to ask, what documentation to request and how to identify compliance red flags before they become costly problems.
Throughout the 12-month program, members will receive:
Training topics will include Form 8867, EITC, CTC/ACTC, Head of Household, AOTC, Schedule C, self-employment, filing status, dependents, documentation, preparer penalties, IRS notices, audits and office procedures.
You’ll learn practical strategies to strengthen client interviews, document your files, review returns, identify red flags, train preparers and create consistent compliance standards throughout your tax office.
Perfect for new and experienced tax professionals who are serious about making informed decisions, reducing compliance risks and building a secure, knowledgeable and compliant tax business.
$2,000 for 12 Months
