Due Diligence Notes Library

Stay IRS-compliant and protect your practice with this complete guide for writing audit-ready due diligence notes. Packed with realistic, client-story examples for EITC, CTC/ACTC, AOTC, Head-of-Household, and Schedule C scenarios, this guide shows you exactly what to ask, document, and record. Perfect for tax professionals who want stress-free audits, accurate returns, and peace of mind.