You can’t do everything by yourself forever and if you try, something gon’ slip.

This guide shows you how I built a compliance system that keeps my office audit-proof and my money safe, even when I’m not in the building.

Inside you’ll get:

✅ The exact roles you need (even if it’s just one person to start)

✅ Step-by-step SOPs for intake, 8867, 8879 control, rejects & recordkeeping

✅ Paid vs. unpaid recruiting tips (intern/apprentice model)

✅ My weekly compliance rhythm + dashboards & logs to track everything

✅ Job description templates + Day-1 Go-Live checklist

Compliance ain’t cute, but neither is paying IRS penalties. This system keeps you clean and lets you focus on making money.

Perfect for tax firm owners and EROs who want to run a professional, audit-ready office and stop babysitting missing docs and rejects all season.