A step-by-step system for reconstructing incomplete Schedule C records — income, expenses, mileage, and documentation — so you can rebuild a client's books with confidence, defend them under audit, and finally bill for it like the specialized skill it is.
Two tax pros on what this system changed about how they handle incomplete records.
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A shoebox of receipts. Three bank accounts. No mileage log. A "profit" number they made up last April. Without a system, reconstruction turns into unpaid hours of guesswork — and books that won't hold up if the IRS ever asks questions.
Every messy client gets handled differently, which means every engagement takes longer than it should and nothing scales.
Reconstructed numbers without a documented methodology are hard to defend — for your client, and for your firm.
Reconstruction is specialized, defensible work. Without a system to point to, it's hard to price it like the expertise it actually requires.
The Schedule C Reconstruction Toolkit pairs done-for-you worksheets and templates with a 12-module video course that walks you through running the exact process with a real client, start to finish.
Use the templates on your own, learn the full system, or get both together.
Every intake form, worksheet, and checklist — ready to use in your practice.
Step-by-step video training on how to actually run the reconstruction process.
A structured path from first client conversation to a certified, audit-ready case file.
Vega walks you through each worksheet and each decision point, so the course feels like sitting next to someone who's done this reconstruction work before — not reading a manual.
Not currently. This is practical skills training, not an IRS-approved CE program — it hasn't gone through the IRS provider/program approval process. If formal CE credit matters to you, check with your accrediting organization before assuming this counts toward your requirement.
No. The worksheets and templates work with the tools you already use, and the course is video-based — watch on any device.
The course is 12 short, focused modules designed to be worked through at your own pace — most people move through it in a few sessions.
Yes. The system is built around the reconstruction workflow itself, which applies whether or not you hold a specific credential.
Get the worksheets, the training, or both — and turn reconstruction into a service you can actually scale.
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