Who It’s For
Tax-office owners, managers, and other responsible personnel seeking to evaluate their office practices.
Designed for independent tax preparation businesses, small firms, and offices with multiple preparers.
TAX OFFICE SELF-AUDIT · THE AUXILIUM FIRM
Audit your own
business.
Before tax season gets busy, take a closer look at your office.
Learn about tax-office compliance responsibilities, review your business practices, examine important documentation, identify potential gaps, and develop practical next steps through a guided self-audit experience.
Looking for the self-audit program featured in our postcard? You’re in the right place. Business self-audit resources are now offered through The Auxilium Firm. Create an account to request access; paid enrollment is not open yet.
What You’ll Review
- PTIN, preparer rosters, EFIN and e-file procedures.
- Identity checks, source documents, due-diligence interviews and Form 8867.
- Signature authorization, return copies and rejected returns.
- Taxpayer-information use, disclosure and retention.
- Written security plans, access controls, staff training and incident response.
- Office sampling, findings and corrective actions.
What’s Included
The existing toolkit contains 39 industry-specific lessons and controls, detailed self-audit questions, an illustrative practice case, findings and corrective-action fields, and report and editable binder tools.
Access is assigned to eligible accounts. New customer release is pending verification of the complete access and reporting workflow.
Professional assessments, document preparation and implementation assistance are separately scoped.
How It Works
Review → Record → Take Action.
Review: work through the topics relevant to your office.
Record: document the scope, observations and evidence references.
Take Action: prioritize gaps, assign actions and request professional help.
Price & Next Step
$199.99
Introductory price, subject to final approval.
New paid access is not open yet. Ask about availability or a separately scoped professional assessment. No payment is collected on this page.
Ask About Tax Office Self-AuditA self-audit is not an official government inspection, regulatory approval, certification of compliance or guarantee against citations.
TAX OFFICE MOCK AUDITS
A practical review of your tax office
Small office virtual mock audit
$799
One location, up to 3 preparers; remote assessment and document review.
Standard office virtual mock audit
$1,299
One location, 4–10 preparers; remote assessment and document review.
On-Site Tax Office Audit
Starting at $1,799
One location, physical office assessment and document review.
Multi-Location or Complex Audit
Custom quote
Multiple locations, larger teams, or expanded scope.
Every package includes an assessment of applicable business setup requirements, office operations, compliance documentation, data security practices, and relevant staff procedures. You receive a written findings report and corrective-action recommendations. We confirm the review period and client-file sample in your written scope.
Corrective implementation is separate. Policy creation, records organization, staff training, and help implementing procedures require a separate quote and your written approval.
Payment: 50% at signing and 50% before delivery of the final report. Scope, total fee, any travel expenses, and target dates are confirmed in writing before signing. A mock audit is not an official inspection or a guarantee of regulatory approval.
- Book a consultation.
- Receive your scope and price.
- Sign your agreement in the client portal and pay the deposit.
- Schedule the audit and provide records securely.
- Receive your final report after the remaining balance is paid.
Create your audit client account · Open your client portal · Download sample service agreement
The $199.99 proposed introductory do-it-yourself product is separate from professional audit services and is not included in these packages.
COMING SOON · SELF-AUDIT BENEFIT
Your self-audit. Your next step in documentation.
The Tax Office Self-Audit will include 15 days of complimentary Auxilium Due Diligence Desk access for one preparer once the app is ready for customer use.
After your self-audit purchase is verified, activate your trial when you are ready. Your 15 days begin at activation, not at purchase. The Desk has its own portal.
Continue with a separate paid subscription after the trial. No automatic charge. Saved notes remain available for viewing and export under the published retention policy. After the trial: Individual $39/month; ERO $99/month with three preparer seats and one administrator login; additional preparers $25/month each. Recording allowances will be shown before activation.
Trial activation is not open yet. The Desk is currently a fictional-data pilot.
See the live-demo registration page