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Mentorships

Walk with Me - Tax Resolution

Case-based mentorship that walks you through a live tax resolution matter from strategy to sequencing, so you lead your client confidently and ethically. Timeline: 3 months or 6 months This is: mentorship, strategy, process coaching This is not: representation, filing, or me taking over your case Choose Your Track (Two Pricing Tiers) Standard Track: Short description: For routine resolution pathways and straightforward case profiles (IA, CNC basics, penalty abatement). Timeline: 3 months or 6 months Advanced Track: Short description: For high-risk or complex matters (OIC, Appeals, multi-year, multi-entity, escalated collections). Timeline: 3 months or 6 months What’s Included: •Weekly strategy calls •Case roadmap + milestones •Form logic & sequencing support •Transcript review guidance •Risk flags & ethics boundaries •Templates/checklists (where applicable) Timeline Snapshot: Week 1: Case assessment + roadmap Weeks 2–10: Execution mentorship + document standards Weeks 11–12: Finalization strategy + next steps (Extended structure to 6 months for complex cases.)

Due Diligence Sprint

A 14-day mentorship to get your files IRS-ready for a due diligence audit, using documentation and verification standards modeled after IRS review protocols. What’s Included •14-day structured mentorship •Due diligence standards breakdown •File organization framework •Documentation sufficiency review •Red flag identification •Audit interview prep •Ethical positioning + penalty risk mitigation

Due Diligence Assurance

A premium assurance mentorship where I review 25 files like an IRS due diligence exam, scoring compliance and issuing a corrective roadmap to tighten your practice. Timeline: 30–45 days Includes •Review of 25 tax cases ••Review of 25 completed tax cases using an IRS-style due diligence framework •IRS-style checklist scoring to evaluate compliance and risk exposure •Credit-by-credit analysis (EITC, CTC/ACTC, AOTC, HOH where applicable) •Documentation sufficiency and verification testing modeled after IRS examination standards •Written findings with corrective guidance for each identified deficiency •Compliance confidence framework to strengthen ongoing due diligence practices •Creation of IRS-aligned practitioner questionnaires to standardize credit verification •Development of internal due diligence checklists for preparer and staff use •Design of client intake questionnaires built to support IRS due diligence requirements All tools and reviews are provided for mentorship and internal quality assurance purposes only. No tax return preparation, filing, or representation services are included.

Enrolled Agent Study Group 

The Enrolled Agent Study Group is an intensive, mentorship-driven program designed to prepare participants to earn their EA designation before the start of the next tax season. Sessions are held twice per week, with meeting days and times determined collaboratively by enrolled participants to ensure accountability and consistency. Program Schedule: •October – Part 1 (Individuals) •November – Part 2 (Businesses) •December – Part 3 (Representation, Practices & Procedures) Enrollment Options: •Full Program Enrollment – All Three Parts (October–December) •Single-Part Enrollment – October Only (Part 1) •Single-Part Enrollment – November Only (Part 2) •Single-Part Enrollment – December Only (Part 3) This structured format allows participants to commit to the full EA journey or focus on a specific exam section while receiving focused instruction, strategy, and mentorship. This program has a strong track record of student success, providing focused instruction, strategic exam prep, and real mentorship to help you walk into tax season credentialed and confident.

IRS Audit Defense Practitioner Cohort

IRS Audit Defense Practitioner Cohort Audit Representation & Defense Training for Tax Professionals The IRS Audit Defense Practitioner Cohort is an advanced training program designed to teach tax professionals how to confidently navigate IRS examinations, defend client returns, and expand their services into audit representation. This program focuses on the real-world skills practitioners need when a client receives an IRS audit notice. Participants will gain a clear understanding of how audits begin, how examiners analyze returns, and how to develop practical strategies to properly respond and defend their clients during the examination process. The training includes one foundational session followed by three advanced practitioner workshops that focus on the tools and strategies used in IRS audits. Participants will learn how to approach examinations professionally, analyze financial records, and develop effective audit defense strategies. Classes begin May 7th and will run every Thursday in May starting at 12:00 PM. Each session is 2–3 hours. The IRS Audit Playbook: How Practitioners Navigate Examinations This foundational session provides a comprehensive understanding of the IRS audit process and how practitioners should approach examinations from the moment a notice is received through resolution. Participants will learn how audits are initiated, how the examination process unfolds, and how practitioners can effectively manage communication, documentation, and strategy throughout the audit. Bank Deposit Analysis Intensive This workshop teaches practitioners how the IRS reconstructs income using bank records and how tax professionals can analyze deposits, identify non-taxable transactions, and respond when the bank deposit method is used during an examination. Audit Defense Strategy for Practitioners This session focuses on developing an effective strategy for responding to IRS examiners. Participants will learn how to organize documentation, manage information requests, communicate with examiners, and approach the audit process with a structured defense strategy. Live Audit Case Simulation This interactive session walks participants through a realistic audit scenario from the initial IRS notice through the development of an audit response strategy. Participants will review a simulated client file, analyze financial records, and apply audit defense techniques in a practical case setting. For practitioners who want a deeper experience, a Premium Practitioner Cohort option is available. This option includes the full training program along with two additional live case review sessions, where participants can bring real audit situations and work through strategy in a small group setting. This program is ideal for Enrolled Agents, CPAs, tax preparers, and bookkeepers who want to build confidence handling IRS audits and add audit representation as a profitable service within their practice.

Which Program Is Right for Me?

 

 

  • If you’re handling a resolution case and want live guidance: Walk With Me

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  • If an audit is coming or you want to get audit-ready now: 14-Day Sprint

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  • If you want compliance confidence across multiple files: Assurance Program

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  • If you’re ready to be licensed by the IRS: Enrolled Agent Study Group

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  • If you want to expand your Tax firm to include Tax Audit Services: IRS Audit Defense Practitioner Cohort

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