Protect your tax business with knowledge that matters! Join Dr. Burgundy Royster, Owner, CEO and Compliance Specialist, for an in-depth training focused on due diligence, documentation and effective note-taking.
This course will cover Form 8867 requirements, client interview techniques, compliance red flags, recordkeeping essentials and preparer protection strategies. You’ll learn practical methods to strengthen your files, reduce compliance risks and confidently protect every return you prepare.
Perfect for new and experienced tax professionals who are serious about working smarter, staying compliant and building a secure, long-lasting tax business.
Registration Investment: $199
Date: Saturday, August 22, 2026
Time: 2:00 PM–5:30 PM
Location: 7812 S. Great Trinity Forest Way, #500, Dallas, Tx 75217
Certificate of Completion will be awarded after training.
Linner (lunch/dinner) will be provided.
Space is limited—secure your seat today!
