Due Diligence Interview System

Due Diligence Interview System™

The strength of every tax return begins with the client interview.

Created by Marliceia Chavers, Former IRS Revenue Agent and The Audit Ally™, this practical interview system helps tax professionals confidently gather the information needed to meet IRS due diligence requirements while creating organized, examination-ready client files.

Inside, you’ll find a structured interview framework designed to help you ask better questions, uncover potential red flags, document reasonable inquiries, and support your filing decisions with confidence. The system covers key due diligence areas including filing status, dependents, refundable tax credits, Schedule C businesses, household support, and effective interview documentation.

Whether you’re a new preparer looking for a proven process or an experienced professional wanting to strengthen consistency across your office, this resource will help you conduct more thorough client interviews and reduce compliance risk.

Perfect For:

• Tax Preparers
• Enrolled Agents
• CPAs
• Tax Office Owners
• Tax Firm Staff

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