TAX ARCHITECT ACADEMY ORIGINAL

TRAIN YOUR
TAX BRAIN.

Before touching a real client’s return.

Welcome to The Tax Architect Case Lab™, where tax professionals learn by doing. Review realistic client files, ask the right questions, identify red flags, protect your business, and build the judgment required to serve real clients confidently.

CREATED BY Tax Architect AcademyPOWERED BY Ammonaut Industries
ACTIVE CASE
CLIENT FILE · 001● OPEN
JE
CASE 01

The First W-2

Jordan Ellis · Rookie Return

SCANNING FOR RED FLAGS 02
✦CASE LABSIMULATION ACTIVE
CASES CLOSED0/8
ARCHITECT LEVELRookie Returns
TOTAL POINTS0
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CERTIFICATELOCKED

THE SOFTWARE CANNOT THINK FOR YOU.

Protect the client. Protect the return.
Protect the business.

01

Investigate

Review the evidence. Notice conflicts. Ask what the file is not telling you.

02

Architect

Build a compliant blueprint using facts, documentation, and professional judgment.

03

Decide

Know when to file, pause, escalate, or professionally decline the work.