A done-for-you workflow, reconstruction methodology, and 6-part video masterclass for tax preparers who want to protect their EFIN, defend expenses under IRC §162, and charge premium fees.
Sole proprietors make up the bulk of tax office revenue — and 90% of preparer penalty risk.
Clients walk in with zero bookkeeping, mixed personal accounts, and missing receipts. You're left guessing or taking their word without an enforceable paper trail.
IRS preparer penalties apply when Schedule C income or expenses can't be corroborated. Fines start at $600+ per failure and put your EFIN at risk.
Tax pros spend hours reconstructing messy client records and don't charge for it — losing thousands in billable revenue every filing season.
Never prepare an uncorroborated Schedule C again. Follow our standardized 5-step process from intake to audit defense.
The exact forms, spreadsheets, and client agreements you need to run this system in your office:
Standardized sheets to capture every revenue stream & expense category accurately.
Excel templates for vehicle mileage, home office, COGS, and bank deposit reconciliation.
Word-for-word scripts to explain reconstruction fees ($500–$2,500+) and set firm client boundaries.
The exact file layout revenue agents expect to see during an examination or IDR response.
Watch the full training walkthrough below. Learn the legal standards, reconstruction techniques, and workflow steps.
Self-paced video modules designed to train you and up to 4 additional staff members in your office.
Complete all 6 modules and pass the final knowledge check in Atlas Academy to generate a verified, credentialed Certificate of Completion for your office compliance file and professional portfolio.
Select the option that fits your practice. All plans include immediate digital access.
Everything you need to know about the reconstruction system and training.
It is the systematic process of corroborating, categorizing, and substantiating income and expenses for sole proprietors who have incomplete, shoebox, or disorganized financial records before filing.
When you purchase the Course or Bundle, you get access to the management dashboard in Atlas Academy where you can invite up to 4 additional employees to complete the training and earn their own certificates.
Yes. All templates are provided in fully customizable Excel spreadsheets and fillable PDF forms so you can adapt them to your office workflow.
The toolkit includes our exact Fee Schedule & Engagement Letter templates, teaching you how to quote reconstruction as a separate service ($500 to $2,500+) before tax preparation begins.
You receive 60 days of complimentary access to Tax Compliance Pro VIP — featuring live weekly office hours, our private tax pros network, and the Atlas AI assistant.
Protect your EFIN, standardize your office workflow, and turn messy client books into profitable, audit-proof files.