IRS FORUM
PLAYBOOK
YOU REGISTERED FOR THE IRS TAX FORUM.
Now, walk in with a plan
Three days. 18 sessions. Countless opportunities.
The IRS Tax Forum brings together Tax Pros, industry experts, IRS representatives, vendors, and valuable connections from across the country.
The Rich Off Taxes IRS Forum Playbook helps you prepare, stay organized, capture what matters, and turn what you learn into action.
Not produced, approved or endorsed by the Internal Revenue Serivce
IRS FORUM
PLAYBOOK
YOU REGISTERED FOR THE IRS TAX FORUM.
Now, walk in with a plan
The IRS Tax Forum brings together Tax Pros, industry experts, IRS representatives, vendors, and valuable connections from across the country.
The Rich Off Taxes IRS Forum Playbook helps you prepare, stay organized, capture what matters, and turn what you learn into action.
Not produced, approved or endorsed by the Internal Revenue Serivce
Arrive prepared.
Leave with momentum
The Forum moves quickly. This playbook gives your conversations, sessions, and next steps a place to go.
• 18 SESSIONS
• 3 DAYS
• ONE CLEAR PLAN
Inside
the playbook
18
session
planning
pages
3
A three-day
game plan
60-3-10
The
60-3-10
method
Connection
Tracker
Follow-up
and action
pages
Inside The Playbook
18
session planning pages
3
A three-day game plan
60-3-10
The 60-3-10 method
Connection Tracker
Follow-up and action
pages
Inside the playbook
18
session
planning
pages
3
A three-day
game plan
60-3-10
The
60-3-10
method
Connection Tracker
Follow-up
and action
pages
CHOOSE YOUR IRS FORUM PLAYBOOK
DIGITAL PLAYBOOK
$27
Immediate access. Use it on your phone, tablet, or computer
Full digital playbook
18 Session pages
3 Daily Scorecards
Connection & follow-up worksheets
Planning & action pages
This is a digital product.
No physical product will be shipped
PRINTED PLAYBOOK
$67
+ shipping
A professionally printed workbook to take with throughout the forum.
Full digital playbook
18 Session pages
3 Daily Scorecards
Connection & follow-up worksheets
Planning & action pages
THE BUNDLE
$87
+ shipping
Get the printed workbook and the digital version to keep with you everywhere.
Everything in Digital Playbook
Everything in Printed Playbook
Immediate digital access
CHOOSE YOUR IRS FORUM PLAYBOOK
DIGITAL PLAYBOOK
$27
Immediate access. Use it on your phone, tablet, or computer
Full digital playbook
18 Session pages
3 Daily Scorecards
Connection & follow-up worksheets
Planning & action pages
This is a digital product.
No physical product will be shipped
PRINTED PLAYBOOK
$67
+ shipping
A professionally printed workbook to take with throughout the forum.
Full digital playbook
18 Session pages
3 Daily Scorecards
Connection & follow-up worksheets
Planning & action pages
THE BUNDLE
$87
+ shipping
Get the printed workbook and the digital version to keep with you everywhere.
Everything in Digital Playbook
Everything in Printed Playbook
Immediate digital access
THIS PLAYBOOK IS FOR YOU IF YOU ...
Want to maximize your three-day experience
Need an organized place for notes and contacts
Want to network with more confidence
Want to choose classes based on real business needs
Want to turn forum information into action
FAQ's
Is this playbook created by the IRS?
No. The IRS Forum Playbook is an independent educational resource created by Shauntee B. It is not produced, approved or endorsed by the Internal Revenue Service.
Does my purchase include admission to the IRS Tax Forum?
No. Your IRS Tax Forum registration, travel, lodging and other event expenses must be purchased separately.
Is this only for first time attendees?
No. This playbook is for first time attendees and experienced Tax Pros who want to attend with more organization, intention and direction.
How many session notes pages are included?
The playbook includes space for six classes each day across the full three day forum, giving you 18 session notes pages.
Can I print the digital version?
Yes. The digital version may be printed once for your personal use. It may not be copied, shared, resold, reproduced or distributed to anyone else.
When will I receive the digital version?
The digital playbook will be delivered IMMEDIATELY AFTER PURCHASE. Please use a valid email address when placing your order.
When should I order the printed playbook?
You must order your printed playbook at least five business days before the first day of the forum you are attending to help ensure it arrives before the event.
What happens if I order fewer than five business days before the forum?
Your order will still be processed, but delivery before the forum is not guaranteed.
Will I receive tracking information?
Yes. Tracking information will be sent to the email address used during checkout once your order has shipped.
What if I enter the wrong mailing address?
Please review your mailing address before submitting your order. Rich Off Taxes is not responsible for orders shipped to an incorrect or incomplete address provided by the customer.
Can I receive a refund?
No. All digital playbooks, printed playbooks and bundle purchases are final. No refunds, exchanges, credits or transfers will be provided for any format. Please review the product details, format selected, mailing address and forum date before completing your purchase.
ABOUT SHAUNTEE B.
Shauntee B. is a Business Growth Coach, Tax & Compliance Strategist and Mentor with 19 years of experience in the tax industry.
She is the founder of Rich Off Taxes and the cofounder of Audit Proof It and The Compliance Code.
Shauntee helps Tax Pros build businesses that are bigger, stronger and more structured while helping them get their offices as audit proof as possible.
She teaches Tax Pros how to grow the business behind the tax office, strengthen their compliance procedures and turn information into actions they can use.
SHAUNTEE B.
Your Fave Business Growth Coach & Tax Compliance Strategist
ABOUT SHAUNTEE B.
Shauntee B. is a Business Growth Coach, Tax & Compliance Strategist and Mentor with 19 years of experience in the tax industry.
She is the founder of Rich Off Taxes and the cofounder of Audit Proof It and The Compliance Code.
Shauntee helps Tax Pros build businesses that are bigger, stronger and more structured while helping them get their offices as audit proof as possible.
She teaches Tax Pros how to grow the business behind the tax office, strengthen their compliance procedures and turn information into actions they can use.
SHAUNTEE B.
Your Fave Business Growth Coach & Tax Compliance Strategist
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