The Ultimate Tax Due Diligence & Audit Defense Bundle

Audit-Proof Your Tax Practice & Protect Your PTIN

As a retired IRS auditor, I know exactly what triggers an investigation and what auditors look for when they walk into a tax office. IRS due diligence penalties are at an all-time high, and simply having your client sign a basic intake form will not protect you.

This completely unbranded, professional digital bundle gives you and your entire team the exact compliance framework needed to protect your business.

What’s Included:

• The Standardized Due Diligence Interview Sheet: A comprehensive, step-by-step client questionnaire specifically designed to satisfy IRS Form 8867 requirements for EIC, Head of Household, and Schedule C self-employed filers. Features dedicated write-in sections and a legal compliance affirmation for both parties to sign.  

• The Due Diligence SOP & Audit Defense Guide: Your operational blueprint. This guide details how to handle high-risk client interviews with professional skepticism, exactly which third-party documents to attach to your digital files, and the precise electronic protocols required to survive an IRS review cleanly.  

Download this plug-and-play kit today, distribute it to your downline, and establish a bulletproof standard of compliance across your entire organization!