Ambrea' Lacy, MBA
iTax institute Due Diligence Expert | www.itaxinstitute.com
💰 TEMPLATES 💰
DIY Tax Prep Bundle & Marketing Templates
DIY Tax Prep Bundle, Tax Prep Instagram, Tax Prep Flyer Bundle, Tax Flyer Template, Prep Flyers
Child Care Attestation Template
Document Child Care Expenses with Confidence and Strengthen Your Form 2441 Client Files
Tax Client Intake Form
For Tax Professionals - Built by a Tax Pro Who Survive a Due Diligence Audit
2025 Business Income & Expense Organizer
This form is created by a due diligence expert | Upload it directly to your Jotform & Cognito Forms
Household Employee Income Verification Form
Due Diligence Audit Protection | Tax Year 2024 & 2025 | IRS Compliance Template for Tax Pros
Odd Job Income Intake Template
Document Self-Employment Income with Confidence and Build Stronger Audit-Ready Client Files
Due Diligence Questionnaire Template
Ask Better Questions. Document Better Answers. Protect Your Tax Practice.
Education Credit Due Diligence Template
Confidently Document Education Credits and Strengthen Your Form 8863 Client Files
🛡️ E-BOOKS 🛡️
Inside the IRS Audit
Due Diligence Interview Prep Guide for Tax Professionals
The Compliant Preparer’s Documentation Checklist
IRS Audit-Ready Guide & Due Diligence Templates
Audit-Proof Your Practice
The Ultimate Due Diligence Survival Guide for Paid Tax Preparers
The Ultimate Interview Guide for EITC, CTC & More
Tips To Help Paid Tax Preparers Meet Due Diligence Standards and Avoid Costly Penalties
🏆 WORK WITH AMBREA' 🏆
The Protected Practice Mastery Program Pay in Full
(Full Payment) A 12-month certification experience designed for tax professionals
The Protected Practice Mastery Program 6 Payments
(Payment Plan) A 12-month certification experience designed for tax professionals
