TAX ENVY PRO SOFTWARE
What I Learned In MY Due Diligence Audit!
What I Learned In MY Due Diligence Audit!
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What happens when the IRS knocks on the door of a high-volume tax preparer? In this candid and powerful webinar, I walk you through the exact experience of being audited after preparing nearly 700 client returns in one tax season — and the painful lessons that came with it.
I break down how I ended up with $18,415 in fines and spent $8,000 on representation, all due to preventable inconsistencies and overlooked due diligence practices. This isn't theory — it's a firsthand account every tax professional needs to hear.
You’ll Learn:
✅ The real audit process — from the first IRS letter to the appeals update
✅ How to protect yourself and your firm from steep fines
✅ What real due diligence looks like in practice
✅ Which client interview questions could save you thousands
✅ How to document smarter (not harder)
✅ Why your personal tax return matters during audits
✅ Proven strategies for working with virtual clients
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