Staying Clean: Estimated Taxes, Penalties, Notices, and What to Do If the IRS Audits You

Pay the right amount on time, avoid the penalties that eat your savings, and handle any IRS letter or audit calmly and correctly.

Who it is for: Everyone who has ever gotten a letter, and everyone who will.
Runtime: 50 minutes

Pre-order: this course is in development and appears in your portal the day it is released. Buy 5 or more and every course is 30% off.

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Instant download after payment. Nothing is withheld for a later purchase.

What you receive

Safe Harbor Estimated Tax Calculator (Excel)
Penalty Estimator
IRS Notice Response playbook by notice type, with response letter templates
Audit Preparation checklist
Record Retention schedule and Form 2848 guide
The narrated lesson. 50 minutes, cued to the deck, with chapter markers by lesson. Emailed to you the day it publishes, at no extra cost.

What the course covers

01Estimated taxes: the safe harbors, the four dates, and the withholding fix7 min
02The penalties: late filing, late payment, accuracy, and fraud, with the first-time abatement7 min
03Extensions: more time to file, not to pay3 min
04The statute of limitations: three years, six years, and never4 min
05IRS notices: the matching letter, the balance due letter, and how to respond7 min
06Audits: the three kinds, your rights, and how to prepare8 min
07Appeals, collection options, and when to bring in a professional5 min
08Worked example: a 20,000 dollar underpayment and a matching notice, resolved6 min
09Tricks of the trade and traps: year-end withholding, the disclosure form for gray positions, and the ninety-day letter you cannot miss3 min

How it fits: Requires 7.1. Closes the tranche. Pairs with 4.1 and 1.1.

The standard every course holds

A narrated lesson of 45 to 60 minutes, produced as audio
A designed slide deck you download and keep
A computational workbook that runs the actual legal tests
A toolkit of checklists and protocols
A legal authority appendix carrying the two-pass vetting protocol

Written for a diligent reader with no legal education. Professionally narrated using a studio voice model of Brian T. Boyd. The course is recorded instruction, not a live consultation.

Where this course sits

Track 7: Tax Reduction and Strategy

This course is one step in a track built around a single outcome. See the full build order and the other courses that get you there.

Back to this track

Educational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.