Tax Resolution & Integrated Business Advisory Training™

Advanced training designed to enhance Enrolled Agent impact

Taxley strengthens small businesses by elevating the Enrolled Agent profession. National Taxpayer Advocate and GAO reports warn that gaps in tax professional competency harm taxpayers and strain the IRS. The Integrated Advisory Curriculum™ closes those gaps — advancing EAs with deeper training in tax resolution, financial analysis, ethical communication, and small business advisory.

24 weeks

Rigorous, two-unit curriculum

12 hours/week

Live + On-demand Instruction

cohort-based

2 sessions/yr. – May and Sept.

12 months access

Support + Community

$29,999

2026 Registrations Only

Financing Available – Reg. $39,999

Unit 1

(12 WEEKS)

Personal Finance, Tax, Behavior & IRS Resolution

Unit 1 builds the advisor mindset and equips learners to lead clients through the full spectrum of personal tax, financial, and behavioral complexity. Modules include:

Outcome: Advisors understand taxpayer behavior, communicate under pressure, establish trust quickly, and operate with clarity and ethical responsibility.

Outcome: Advisors can analyze household financial behavior, identify instability early, and guide clients toward healthier routines that prevent tax problems.

Outcome: Advisors can evaluate cash-flow structures, correct risky patterns, and build sustainable financial plans tied to tax compliance.

Outcome: Advisors can interpret credit reports, evaluate debt loads, and identify financial stressors that directly contribute to IRS issues.

Outcome: Advisors diagnose documentation gaps, strengthen compliance, and prepare clients for audit-proof financial organization.

Outcome: Advisors can identify when a taxpayer becomes a business, diagnose high-risk gig/side-income behavior, and guide early entrepreneurs toward proper compliance.

Outcome: Advisors connect personal finances to tax outcomes, explain the tax system clearly, and identify behavior-driven filing mistakes.

Outcome: Advisors read returns at an expert level, detect mismatches, assess risk, and identify underlying behavioral patterns.

Outcome: Advisors analyze transcripts, rebuild missing years, restore compliance, and prepare clients for resolution.

Outcome: Advisors lead clients through audits, prepare substantiation packages, and execute audit reconsiderations when appropriate.

Outcome: Advisors navigate liens, levies, payment plans, hardship, TAS escalation, and representation forms with confidence and clarity.

Outcome: Advisors demonstrate end-to-end case competency, apply Circular 230 judgment, and prepare for the business-side curriculum.

Unit 2

(12 WEEKS)

Business Advisory, Entity Strategy & Advanced Resolution

Unit 2 positions advisors to support entrepreneurs at a high level — integrating personal finances, business performance, operational reality, and tax strategy.

Outcome: Advisors diagnose business viability, assess structural health, and guide owners toward sustainable operational and financial decisions.

Outcome: Advisors identify behavioral risk patterns, stabilize decision-making, and lead clients through emotional financial situations with authority.

Outcome: Advisors evaluate the full financial ecosystem, uncover misalignment between personal and business finances, and restructure for stability.

Outcome: Advisors interpret P&Ls, balance sheets, cash cycles, and red flags to provide advanced, meaningful financial advisory.

Outcome: Advisors guide key business decisions — hiring readiness, pricing strategy, capacity planning, and revenue modeling.

Outcome: Advisors confidently assess entity types, advise on elections, and correct entity misalignment with business goals.

Outcome: Advisors resolve high-stakes business tax issues, including SFRs, payroll tax failures, and Trust Fund Recovery exposure.

Outcome: Advisors navigate field/correspondence exams, Revenue Agent procedures, comply with IDRs, build appeal arguments, and use IRS Audit Technique Guides (ATGs) to support audit defense.

Outcome: Advisors negotiate with Revenue Officers, structure payment arrangements, protect assets, and manage multi-layered enforcement.

Outcome: Advisors demonstrate full-spectrum capability across personal finances, business strategy, and tax resolution in a combined simulation.

Outcome: Advisors apply advanced ethical reasoning, maintain strict standards, document appropriately, and set healthy boundaries with clients.

Outcome: Advisors integrate their advisory identity, build their case portfolio, and transition into firms, apprenticeship phases, or private practice with clarity.

What Taxley Graduates Become

Taxley Certified Professionals are Enrolled Agents trained in transformative tax resolution and business advisory — integrating tax law, advocacy, financial clarity, operational structure, and human-centered insight to help entrepreneurs make confident, strategic decisions.

They Emerge Capable of:

  • Diagnosing financial and behavioral causes of non-compliance
  • Leading personal & business tax resolution
  • Interpreting personal and business financial statements
  • Guiding entrepreneurs through critical decisions
  • Managing IRS interactions with confidence
  • Delivering full-spectrum advisory that strengthens small businesses
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Admissions Process

Because of its rigor, we use a selective admissions model, similar to professional graduate programs. Training is exclusively available to active Enrolled Agents and ApprentEA™ participants.

Step 1

Info Session

Attend a free info session to explore our programs and determine if they align with your goals.

Step 2

Application

Interested participants will submit an application for enrollment consideration.

Step 3

Interview

Upon invitation, applicants are required to attend a face-to-face virtual professional readiness interview.

Step 4

Placement

Upon acceptance applicants will be invited to finalize their enrollment to securer their cohort seat.

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Information Session Registration

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