Mastering Due Diligence

Mastering Due Diligence: A Guide for Tax Professionals is your ultimate resource to navigate the complexities of client interviews, documentation, and credit eligibility.

This comprehensive guide provides:
Essential Questions to ask every client to protect yourself and your practice.
Step-by-Step Compliance Tips for ensuring accuracy in Head of Household filings, self-employment income, and educational credits like the AOTC.
Real-Life Examples of due diligence notes to help you stay audit-ready.
Proven Strategies for identifying red flags and documenting client information effectively.

Whether you’re a seasoned tax pro or just starting your journey, this ebook equips you with the tools to confidently handle your due diligence requirements, safeguard your EFIN, and deliver top-notch service.

Don’t leave compliance to chance—empower yourself with this must-have resource.