2 ce HOURS ~ fEDERAL TAX LAW ~ irs aPPROVED*
Stop Losing $650 Per Return to Form 8867 Mistakes
The exact due diligence framework I use acRoss every one of my tax offices packaged into a 2-hour ce course that pays for itself the first time it saves you a single penalty.
Here's what you get:
The Tax Preparer's Due Diligence Playbook - 53-page e-book walking you line-by-line through Form 8867 for EITC, CTC, AOTC, and Head of Household ($197 value)
2.0 Hours of IRS Continuing Education Credit - Federal Tax Law category, counts toward your AFSP or EA requirements ($60 value)
10-Question Final Exam + Instant Certificate - Pass with 70% and your Certificate of Completion is emailed to you the same minute. Three free attempts per code. ($40 value)
The Audit-Ready File Checklist - The exact intake-form audit I use to spot $650 penalty risks before they hit the return. Use it on every covered return you file. (Bonus value)
Total value: $297
Today Just $97
"This is the same training I run for every preparer in my own offices."
"Form 8867 due diligence isn't about checking a box, it's about protecting your $650 per return per failure and your client's refund. I built this course because I couldn't find one that actually walked through the four requirements the way the IRS expects. - Batrice Allen, Founder, Mastery Tax
WANT TO TRAIN YOUR WHOLE TEAM AT ONCE?
The Same Training. Three Ways to Get It Done.
The self-paced CE course is perfect for solo preparers. But if you have staff, multiple offices, or just learn better with someone walking you through it live, I also offer the same Form 8867 due diligence training on-site, virtually, or as a season-long retainer through my firm Taxes by HER.
Whichever format you pick, you still do the work, this isn't a "we file your forms for you" service. It's the same proven framework delivered as a small-group training, a working file review, or ongoing compliance support so your whole team is audit-ready by January.
Tier 1
HALF-DAY TRAINING
3.5 hours · up to 10 staff
$1,497
On-site live Form 8867 training
All 3 role tracks (Preparer / Manager / Owner)
Branded handouts + tests
CE certificates of completion
Recording rights for new-hire onboarding
Tier 2
MOST POPULAR
FULL-DAY + REVIEW
6 hours · up to 15 staff
$2,997
Everything in Half-Day
10-file due diligence review
Live findings walk-through
Written remediation plan
30-day follow-up call
Tier 3
SEASON RETAINER
Year-round protection
$5,997 setup + $997/mo
Annual on-site training (1 visit)
Up to 25 files reviewed per month
Audit-letter response support (72-hr SLA)
Quarterly compliance audits
Priority booking during tax season
What you get with every engagement:
Pre-visit assessment: 30-min owner call + intake form to scope risk
Live training with role-specific tracks for preparers, office managers, owners
Branded participant handouts + printable certificates of completion
Knowledge-check assessments (paper, online, or Google Form)
Written findings report delivered within 7 business days
30-day post-engagement support: email follow-ups for 30 days
No commitment. We'll scope your office, recommend the right tier, and send you a fixed quote within 24 hours.
READY FOR ONGOING FIRM-LEVEL PROTECTION?
If your office has already been through the training and you want a year-round compliance program: Mock IRS due diligence audits, file-review packages from 25 to 100 files, IRS notice response, WISP creation. Ask about our Due Diligence & Compliance Protection Program during your discovery call. Phase 1 onboarding starts at $1,500 per office.
STILL NOT SURE?
Frequently Asked Questions
Quick answers to the questions every preparer asks before they enroll. Don't see yours? Email [email protected] and I'll get back to you personally.
Question 1: Is this course really IRS-approved?
Yes. The program is approved for 2.0 hours of continuing education in the Federal Tax Law category under IRS Form 8498. Once you pass the final exam with a score of 70% or higher, your completion is reported to the IRS Return Preparer Office in our next quarterly cycle, and you'll receive a Certificate of Completion that lists the IRS Provider Number and Program Number.
Question 2: Who should take this course?
Other Tax Return Preparers (AFSP participants), Enrolled Agents, and any tax professional who files returns claiming EITC, CTC/ACTC/ODC, AOTC, or Head of Household status. If you're responsible for satisfying the four §6695(g) due diligence requirements on Form 8867, this course is built for you.
Question 3: How long does it take?
Most preparers complete the e-book in about 90 minutes and the 10-question exam in 20 to 30 minutes. You can split it across multiple sessions — your access doesn't expire.
Question 4: How many tries do I get on the exam?
Three attempts per access code, and you need 70% (7 of 10) to pass. If you don't pass on the third try, you can purchase a $25 retake code to unlock three more attempts. The same 10 questions appear each time, shuffled.
Question 5: Do I get the certificate immediately?
Yes. The moment you pass, your personalized Certificate of Completion is emailed to you with your name, PTIN, completion date, score, and the IRS Provider and Program Numbers.
Question 6: What's your refund policy?
You have 3 days from your purchase date to request a full refund, and only if you have not started the final exam. Once the exam is started, the course is considered delivered and refunds are no longer available. To request a refund, email [email protected] with your order number within the 3-day window.
Question 7: Will my completion be reported to my PTIN?
Yes. Mastery Tax is an IRS-approved CE provider and reports all completions to the IRS Return Preparer Office under §10.6(f) of Circular 230. You'll see the credit on your IRS PTIN account in the next reporting cycle.