Compliance Team — The Authentic Consulting Firm

TACF Compliance Team

Compliance Is Not Optional.It Is the Foundation.

The same internal compliance review workflow that protects the Authentic Tax team is now available to EROs and service bureaus outside our network. Every file reviewed. Every return defensible.

TACF Starter members receive compliance review as part of their mentorship program — these rates apply to external tax offices only.

"A defensible file is not an accident. It is a process."

$20

Per File Entry

24–48h

Turnaround

25+

Years Experience

4

Service Tiers

IRS Authorized ERO
AFSP Certified
25+ Years Experience
Service Bureau Owner
Due Diligence Trained

How It Works

Five Steps. Zero Ambiguity.

Every file goes through the same process every time. File in · verdict out. No shortcuts, no assumptions.

📁
Step 01
Preparer Files

Return completed in your tax software

📩
Step 02
Submitted

File submitted to the TACF compliance queue

⚖️
Step 03
Reviewed

TACF team applies due diligence framework against federal standards

Step 04a
Passed

File approved — ready to transmit

↩️
Step 04b
Kicked Back

Specific corrections noted — resubmit when resolved

Every File. Every Time.

What You Get Per File

Every file receives the same complete review regardless of which pricing tier you are on.

$20 does not mean a quick scan. It means a complete review with documented findings, a scored verdict, and specific notes your preparer can act on immediately.

01
Accuracy Score

Every file receives a TACF accuracy rating — a scored assessment of the return's overall accuracy, completeness, and IRS exposure level. Documented, not a judgment call.

02
Pass or Kick-Back Verdict

A clear determination — approved for transmission or returned with specific corrections required. No ambiguity. You know exactly where the file stands.

03
Due Diligence Audit

Reviewed against Treas. Reg. §1.6695-2(b)(1) — the federal standard the IRS uses when auditing preparers. Not internal opinion. Federal regulation.

04
Issue Flag Report

If anything is flagged you receive specific notes — exactly what needs to be corrected, which line items are at risk, and what documentation is missing.

05
IRS Inquiry Prep Notes

For files carrying elevated exposure, your review includes notes on likely IRS inquiry points and recommended responses — so your preparer is never caught off guard.

High-Risk Files
06
24–48 Hour Turnaround

Standard turnaround during active filing season. Retainer clients receive priority queue access — your files move to the front.

Compliance Pricing

Four Ways to Access the Team

Start with a single file. Move to a retainer when your volume makes it worth it. Every tier includes the same complete review — the difference is capacity, priority, and depth of support.

Per File Review
No Commitment

Send a file, see the process, decide from there.

Volume Any volume · No minimum
$20
per file · pay as you go
Accuracy Score — TACF rating
Pass or Kick-Back verdict
Due diligence audit — federal standards
Issue Flag Report with specific notes
IRS Inquiry Prep Notes on high-risk files
24–48 hour turnaround
Submit a File — $20
Pay with
Afterpay Klarna Google Pay
Core Retainer
Monthly Access

For EROs with consistent volume who want priority access and monthly reporting.

Included 75 files/mo · $18/file over
$1,297
per month · retainer based
Everything in Per File Review
Priority review queue
Monthly compliance summary report
Pattern monitoring across your files
Escalation support for complex cases
Direct communication channel

Saves vs per-file at full volume

Set Up Core Retainer
Pay with
Afterpay Klarna Google Pay
Full Season Coverage
Flat Rate · No Overages

One number. No surprises. Built for bureaus who know their season volume.

Volume Prior season based · No overage
Custom
flat seasonal rate · installments available
Everything in Enhanced Retainer
Flat rate — no overage fees ever
Installment payment plan available
Dedicated compliance team for your season
Quarterly strategy access included
Scoped to your office size and volume
Book a Call for a Quote
Pay with
Afterpay Klarna Google Pay

Have more complex needs or questions about which tier fits?

If your office has unique volume patterns, multiple preparers across locations, or needs a compliance structure customized to your operation — book a call and we will build the right plan around your specific situation.

Book a Consultation →

Compliance Team Training

Train Your Team to Review Like Ours Does

The TACF Compliance Team standard was built by Our founder, Dava Kemp — 25 years of tax industry experience, IRS authorized, AFSP certified. Now that training is available for your office.

Whether you are building your own internal compliance review process, training preparers on due diligence documentation, or establishing standards before your team scales — we teach you the same framework we run every single day.

Available to tax offices outside the TACF network who want to build their own internal compliance culture. TACF team members receive compliance training as part of their mentorship program.

  • IRS due diligence standards and Treas. Reg. §1.6695-2(b)(1) overview
  • Building internal compliance review workflows
  • Due diligence documentation requirements
  • Return review process and issue identification
  • Building a defensible file from the first client interview
  • Compliance culture for offices with multiple preparers
Book Compliance Training — $497
🎓
Team Compliance Training

The same standards our internal team is trained on — now available to any tax office ready to build a real compliance culture.

$497
Up to 5 preparers · One-time investment
Book Compliance Training — $497

Who This Is For

Three Buyers. Same Standard.

🏢

High-Volume Operations

You are managing a team of preparers filing at serious volume. You cannot personally review every return — but you are still the one holding the responsibility. The TACF Compliance Team becomes your quality control layer before anything transmits.

📊

Independent EROs

You file a strong volume of returns each season. You know your exposure. You want a documented review process that holds up if the IRS shows up — without adding a full-time compliance person to your payroll.

🌱

Growing Preparers

You are building your practice and want to establish compliance habits from the start. Getting your files reviewed early protects you, protects your clients, and builds the kind of operation that can scale without liability chasing it.

Start with One File. Scale When You Are Ready.

The easiest way to start is a single $20 file review. See the process, see the standard, and decide if a retainer is right for your volume.

Compliance Service Disclaimer: The TACF Compliance Team provides pre-transmission file review services based on Treas. Reg. §1.6695-2(b)(1) and IRS due diligence standards. We are not the IRS, do not represent the IRS, and our review does not guarantee a return will not be audited or that no penalties will be assessed. A passing review reflects our team's professional judgment that the file meets documented federal standards at the time of review based on the materials submitted. Final responsibility for the accuracy of every return and the integrity of every file remains with the preparer, ERO, and service bureau. © 2026 The Authentic Consulting Firm. All rights reserved.

Flexible payment options available at checkout — Afterpay · Klarna · Google Pay