A multi-layered defense system: fine reduction procedures, staff due diligence certification, marketing positioning, and post-audit direction — all in one package.
The IRS doesn't just audit taxpayers. They audit tax preparers. Due diligence examinations target offices with high volume, refundable credits, and seasonal staff.
Get the entire defense suite — training, posters, intake templates, and community access.
Purchase through Tax Compliance Pro. Learn, apply, and manage training in Atlas Academy.
The complete owner/ERO defense curriculum: 7 modules, 30 lessons, Evidence Locker, Red Flag Lab, Notice Response Room, and verifiable Certificate.
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The complete 214-page office defense guide, ERO manual, staff policy & procedures (EN/ES), office intake forms, and penalty prevention posters.
Complete IRS Defense Suite: 214-Page Toolkit + 7-Module Masterclass Course + 5 Staff Training Seats and a one-time 2-month Marketplace Plus membership bonus.
From purchase to fully trained staff in six simple steps.
Get instant access to your toolkit, video course, and training licenses.
Add up to 5 staff members to the Due Diligence training in Atlas Academy.
Staff watch video lessons, review case studies, and complete knowledge checks.
Each employee takes the final quiz to demonstrate due diligence mastery.
Earn verified, credentialed certificates of completion for your office compliance file.
Display your compliance posters and enforce the intake checklists on every return.
No hidden fees. Lifetime access to materials with clear licensing terms.
Download all toolkit forms, checklists, and templates immediately after checkout.
Invite up to 5 employees to complete the course and earn their individual certificates.
Keep your training account active. Revisit materials and train new seasonal hires anytime.
Enjoy 2 months free access to weekly compliance office hours, tax pros feed, and Atlas AI.
Everything you need to know about the bundle, training, and licensing.
The training covers all four refundable credits: Earned Income Tax Credit (EITC), Child Tax Credit / Additional Child Tax Credit / Credit for Other Dependents (CTC/ACTC/ODC), American Opportunity Tax Credit (AOTC), and Head of Household (HOH) filing status.
For tax year 2024 (filed in 2025), the penalty under IRC §6695(g) is over $600 per credit failure on a single return. If a return claims EITC, CTC, and HOH and fails due diligence, the penalty exceeds $1,800 for that return alone.
After purchase, you will have access to the management dashboard in Atlas Academy where you can enter employee emails to send invitation links. Each employee creates their own login, completes the modules, and generates a verifiable certificate with their name.
Yes. Additional staff seats can be added directly from your Atlas Academy dashboard for $49 per seat at any time.
The bundle includes 60 days of free access to Tax Compliance Pro VIP — including live weekly Q&A sessions with experienced tax professionals, our private community, and the Atlas AI tax research tool.
Get the complete compliance bundle today and ensure every return prepared in your office meets strict IRS due diligence standards.