What You’ll Learn and Walk Away With:
✅ Live, in-person training focused on building a compliant tax file
✅ A complete mock folder showing exactly how your tax files should be organized
✅ Intake forms, client checklists, and disclosure documents that help protect you from IRS penalties
✅ Final hour dedicated to open Q&A — ask anything about compliance, file structure, or prep workflows
This training is designed to help you avoid costly fines and get your systems right from the start. You’ll leave with the tools and knowledge to confidently say your files are audit-ready.