IRS War Room Founding 20

CONFIDENTIAL

IRS WAR ROOM INNER CIRCLE™ Founding 20 Private Invitation

Exclusively for graduates of IRS War Room Audit Mastery™.

B Y I N V I TAT I O N O N LY

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EXECUTIVE MEMBERSHIP

IRS WAR ROOM INNER CIRCLE™ Exclusive Founding 20 | Graduates of IRS War Room Audit Mastery™

P R I VAT E F O U N D I N G 2 0 P RO S P E C T U S

Congratulations on completing the IRS War Room Audit Mastery™.

Completion of the program marks a significant professional milestone. You now possess a more disciplined framework for audit defense, controversy positioning, and strategic client advocacy. As every accomplished advisor knows, however, credibility is ultimately established not by coursework alone, but by performance in live matters where judgment, timing, and execution directly shape outcome.

The IRS War Room Inner Circle™ was created for that exact stage of professional development. Available exclusively to graduates, it is a private advisory membership for practitioners who intend to operate with the polish, readiness, and strategic depth expected of elite professional services firms.

Inner Circle is structured to function as an ongoing strategic advisory relationship: a place where serious tax professionals continue to refine reasoning, pressure-test decisions, strengthen case management, and remain in close proximity to high-level guidance.

Membership Benefits and Advisory Privileges Twelve (12) Advanced Audit Training Webinars Per Year Annual Value: $5,988 | $499 per webinar

One live executive-level webinar each month dedicated to sophisticated audit defense, controversy management, briefing strategy, and high-value practice development. Continuing education opportunities remain available for AFSP, EA, and CPA professionals.

Scheduled subject matter includes: Legal Research for Tax Professionals Case Escalation and Controversy Strategy IRS Appeals Representation Protocols Drafting Effective Appeals Briefs Tax Court Petition Strategy Tax Court Cases Every Audit Defender Should Know

Penalty Abatement Transcript Monitoring as a Revenue and Retention Strategy Advanced Audit Defense Tactics Positioning and Marketing a High-Value Audit Defense Practice Current IRS Enforcement Trends and Exposure Analysis The Lifecycle of an Audit: From Initial Contact to Resolution

Four (4) Live War Room Case Review Sessions Per Year Annual Value: $3,988 | $997 per session

Quarterly case strategy conferences in which members may submit active matters for structured review. These sessions are designed to sharpen professional judgment, improve tactical sequencing, and expose members to the reasoning applied in complex real-world files.

Review categories include: Audit positioning and IRS correspondence strategy Documentation challenges and evidentiary risk analysis Appeals considerations and case execution planning Business development and client communication strategy

Two (2) Open Office Hours Sessions Per Year Annual Value: $1,194 | $597 per session

Direct advisory sessions for members who require timely guidance on pending matters, operational questions, or strategic decisions affecting client outcomes and firm development.

Active audit files and IRS notices Client challenges and practice management questions Representation strategy and market positioning

Two (2) Private Strategy Sessions Per Year Annual Value: $1,994 | $997 per session

Two private 60-minute advisory conferences with Melinda, reserved for matters requiring confidential, high-level discussion and decisive next-step planning.

Complex audit matters and appeals strategy Difficult client situations and case positioning High-value marketing and advisory growth decisions

One (1) Written Case Review Per Year Annual Value: $497

A formal written case memorandum prepared to help members clarify posture, evaluate exposure, and proceed with a more disciplined action plan.

Case assessment and strategic recommendations Risk analysis and written action plan Priority next-step guidance

Private Community Access, Resource Vault, and Priority Registration Strategic Support Infrastructure

Private Facebook Group: A confidential peer environment for questions, wins, and case discussion.

Private Skool Community: Ongoing collaboration, accountability, training updates, and curated resources.

IRS War Room Resource Vault: Templates, checklists, sample correspondence, audit defense tools, training materials, and case management resources.

Priority Registration: First-round access to future live events before public release.

Annual Member Value Advanced Audit Training Webinars:

$5,988

War Room Case Review Sessions:

$3,988

Open Office Hours Sessions:

$1,194

Private Strategy Sessions:

$1,994

Written Case Review: Resource Vault & Communities:

$497 $2,500+

TOTAL ANNUAL VALUE: OVER $16,000

Webinar Schedule Launch Date: August 13, 2026

Held on the second Thursday of each month Standard Advisory Webinar: 12:00 PM – 1:00 PM Eastern Special Deep-Dive Session: 12:00 PM – 2:00 PM Eastern (Extended sessions are reserved for advanced topics, case studies, legal analysis, and high-level strategy training.)

Founding Member Pricing FOUNDING 20 EXECUTIVE OFFER

This preferred enrollment window is reserved for a limited group of qualifying graduates.

The Founding 20 rate is $397 per month, compared with the standard $497 per month, representing $1,200 in annual savings for members who secure their place before the deadline.

F O U N D I N G 2 0 P R E F E R R E D R AT E

Standard Investment

$497 / mo Applies after the Founding 20 enrollment window closes.

IRS War Room Graduate Founding Member Rate

$397

/ mo

Save $100 per month | Save $1,200 per year Reserved exclusively for qualifying graduates who secure enrollment before Friday at Midnight.

ENROLLMENT DEADLINE The Founding 20 preferred rate expires Friday June 12, 2026 at Midnight. After that time, enrollment may remain available, but the investment increases immediately to the standard $497 per month.

Secure the lower rate now and preserve preferred pricing for the life of your membership. 12 Month Commitment required.

IRS War Room Audit Mastery provides the foundation. IRS War Room Inner Circle is the continuing advisory layer that helps serious practitioners translate that foundation into consistently stronger outcomes, sharper client counsel, and a more distinguished market position.

If your objective is to be regarded as one of the most trusted audit defenders in the profession, ongoing access to the right strategy environment is not optional. It is a professional advantage.

CLAIM YOUR FOUNDING 20 RATE BEFORE FRIDAY AT MIDNIGHT

To proceed at the preferred Founding 20 rate, complete enrollment before the deadline and secure your place inside the IRS War Room Inner Circle™.

We look forward to welcoming you into the IRS War Room Inner Circle™.

Melinda Tolbert, EA, CAD, CAA

Founder, The IRS War Room™