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Mentorships

Walk with Me

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.

Which Program Is Right for Me?

 

 

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

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

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

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