LDV Tax Preparer Due Diligence Guide | 2026 Edition

Ask Better Questions. Document Better Answers. Strengthen Your Practice.

The LDV Tax Preparer Due Diligence Guide helps beginner and experienced preparers build a more consistent client interview and documentation workflow.

Explore Form 8867, benefit-specific interview prompts, red flags, record retention, practical case studies, and links to authoritative IRS references.

Your download package includes:

• The 14-page LDV guide with fillable individual and business client questionnaires.

• A separate fillable questionnaire PDF for convenient reuse.

• A bonus printable due diligence checklist.

• Official IRS Form 8867, Paid Preparer’s Due Diligence Checklist (Rev. November 2024), supplied as a separate reference PDF.

IRS Form 8867 is available free from IRS.gov and is included for convenience; the $14.99 price is for LDV’s educational guide and original resources. Check https://www.irs.gov/forms-pubs/about-form-8867 for the latest form and instructions before use.

$14.99 • Digital PDF downloads • No physical item shipped

Independent educational resource. Not affiliated with or endorsed by the IRS. LDV questionnaires and checklists supplement, but do not replace, Form 8867 or required due diligence. Verify current requirements for the applicable tax year. Personal use of LDV-created materials only; no redistribution or resale of those materials.