Think Like a Tax Pro: A Hands-On Due Diligence Scenario Workbook

A complete scenario-based Tax Due Diligence Workbook for tax preparers.

Includes 10 fully developed tax scenarios covering shared custody, HOH qualification, dependents, earned income credit, college students, elderly parents, gig workers, foster care, ITIN households, and more.

Each scenario includes space for interview questions, ideal answers, due diligence notes, and documentation requirements. A perfect resource for tax schools, tax offices, and preparers who want to master compliance and IRS Form 8867 due diligence standards.