The Audit Ally, Birmingham, AL (2026)

As “The Audit Ally,” I help taxpayers navigate IRS audits and assist tax pros with due diligence audits, compliance, and audit preparedness with confidence and clarity.

10/12/2026

Why rely on generic software protection when you can have support backed by a former IRS Revenue Agent who handled audits for over 13 years?

Your clients deserve more than a program. Your firm deserves real audit experience, real guidance, and real support when an examination happens.

The Audit Ally™ Client Audit Protection Program gives tax professionals an opportunity to secure audit support for their clients before the notices start arriving.

✨ Enrollment is OPEN NOW.
💰 Secure your plan now and begin payments when tax season begins.

Don’t wait until your client gets an audit letter to figure out who you’re going to call.

Scan the QR code to explore available plans and enroll today.

09/29/2026

📂 Inside the Audit Files™ — Episode 4

The Box Is Checked… But Where’s the Proof?

Tuesday, September 29, 2026
6:30 PM Central
Facebook Live — The Audit Ally

Tax Pros, checking the boxes on Form 8867 is only part of the story. The real question is: What does your file contain to support the answers you gave?

Join me for Episode 4 of Inside the Audit Files™, where we’re opening the file and looking beyond the checkboxes.

We’ll talk about the questions you should be asking, why your interview and documentation matter, what happens when the information your client gives you doesn’t quite add up, and how to start looking at your due diligence files through an examiner’s lens.

And there’s a reason we’re talking about Form 8867 right now. 👀

My Form 8867 Masterclass is Thursday, October 1, so consider this your warm-up. We’re opening the conversation Tuesday—and going much deeper Thursday.

📁 Bring your questions. Bring your pen. And tag or invite another Tax Pro who needs to be in this conversation.

The file opens at 6:30 PM Central. 🔍

Make sure you’re following The Audit Ally so you don’t miss the LIVE!

09/26/2026

If you’ve ever completed Form 8867 and thought, “I checked every box… so I should be good, right?” 👀

That’s exactly why I created this class.

Because due diligence isn’t just about checking YES or NO. It’s about being able to tell the story behind the YES™ — what you asked, what your client told you, what didn’t quite add up, and what you did next.

I spent 13+ years on the other side of the desk as an IRS Revenue Agent, and on October 1st, I’m bringing that perspective to the tax professional community.

Join me for my FREE Masterclass: STOP CHECKING BOXES! — How to Complete Form 8867 Like an IRS Examiner Thinks.

We’re going beyond simply filling out the form. I want you to understand what due diligence actually looks like when that return — and your work — is being examined.

📅 Thursday, October 1, 2026
⏰ 6:00 PM CST | Live via Zoom
🎓 Hosted by The Audit Ally Institute™

If you prepare returns with EITC, CTC/ACTC, AOTC, or Head of Household, you need to be in this room.

Stop checking boxes. Start building files you can stand behind.

🔗 Register FREE here: https://form8867-stop-checking-boxes.netlify.app/

09/16/2026

Just tested the Audit Ally Testing Center I built from scratch to train Tax Pros and it is working flawlessly!

08/20/2026

Want to learn how to beat the IRS for a Due Diligence Examination? We’ll comment “READY” and I will send you the link for my class tonight!

08/18/2026

Hello Allies! Our Inside the Audit Files Tuesdays will resume next Tuesday due to our Masterclass being this Thursday. Be sure to sign up.

Address

Birmingham, AL
35213

Telephone

(205)3700996

Website

http://www.myauditally.com/

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