A 6-week live cohort for tax professionals who want audit-proof files, ERO-level compliance, and real feedback from The Tax Empress — before the IRS shows up.
Early Bird Price Ends In
Most of them did not make math errors. They made documentation errors. They asked the right questions — they just never wrote it down. That is the gap this cohort closes.
The IRS reviews a minimum of 25 client files per due diligence visit. The penalty is $600 per credit per return. One audit visit can cost a preparer $15,000 or more — not because they filed incorrectly, but because their file could not be defended.
The Five Questions Framework
Master the IRS due diligence standard for EITC, CTC, AOTC, and HOH. Learn what the examiner looks for first — and how to make your file bulletproof before they arrive.
The Highest-Risk Credits
HOH and EITC are the two most audited areas in tax preparation. This module gives you the exact documentation framework that protects you when the IRS calls.
Expense Documentation That Defends Itself
Schedule C is the IRS's favorite audit target. Learn the expense ratio framework, the limitation library, and how to document business income that cannot be challenged.
Writing Notes That Protect You
Most preparers ask the right questions but never write it down. This module teaches you how to write contemporaneous notes that become your defense in an IRS examination.
Simulate the Examination Before It Happens
The most powerful session in the cohort. You will face real examiner questions on real file scenarios. Ariesa plays Agent Johnson. You defend your file — live.
Build the System. Earn the Certificate.
Leave with a complete compliance system installed in your practice. File checklist, client intake script, documentation templates, and your Elevation Compliance Certificate.
Price increases to $497 after the deadline. No exceptions.
Individual tax preparer
Early Bird · Ends April 27
Office owner or ERO
Early Bird · Ends April 27
Elevation mentees who paid $997+ receive complimentary access. Email [email protected] to confirm.
All sessions at 7:00 PM Eastern · Tuesday & Thursday · Zoom
The Defensible File Intensive™ is the only live cohort taught by a working ERO and IRS compliance strategist who has been in the examination room. Early Bird pricing ends April 27.
Questions? Email [email protected]