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Tax Pro Red Flag Bible

Not every client is a blessing some are walking audits waiting to happen. The Tax Pro Red Flag Bible is your go-to guide for spotting risky clients BEFORE they blow up your season.

 

Inside, you’ll learn how to:

✅ Identify shady behavior & fake documents (with real examples)

✅ Protect your PTIN and set clear boundaries

✅ Create your “Keep / Watch / Fire” client system

✅ Use ready-to-send scripts to say “no” professionally

✅ Document your due diligence so you stay compliant

 

This isn’t just a list it’s a full training in trusting your gut, protecting your bag, and running your office like a CEO.

 

💡 Perfect for: New and seasoned preparers who want to avoid drama, stop taking bad clients, and keep their tax business audit-proof.

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