Stay audit-ready and protect your practice with the Due Diligence Scripts for Tax Professionals eBook — your step-by-step guide to handling IRS red flags the right way. This advanced resource gives you: ✅ Word-for-word scripts to ask clients the right due diligence questions. ✅ IRS references (IRC §§, Form 8867, Pub. 4687, and more) for full compliance. ✅ Real example notes showing how to document questions, answers, and outcomes — exactly how the IRS wants to see them. ✅ With & without documentation cases so you know what to do when clients don’t have paperwork. ✅ Quick-reference tools: Advanced Due Diligence Checklist Red Flag Guide Fillable Notes Template Whether you’re filing EITC, CTC/ACTC, HOH, AOTC, or returns with self-employment income, this guide walks you through what to ask, what to write, and how to stay compliant while building client trust. Why You Need This eBook:IRS penalties for failing to comply with due diligence are $600 per credit, per return. This eBook ensures you have a clear, professional system in place to protect yourself and your business. 📘 Format: Digital PDF (instant download)📅 Retention-Ready: Includes templates you can use to keep compliant files for 3 years⚡ Perfect For: Independent tax preparers, tax offices, and service bureaus training new staff
