The Greenhouse Treasure Box Beginner-Friendly Tax Prepares Due-Diligence Guide

Ask better questions. Verify the facts. Prepare with confidence.

The Tax Preparer’s Due Diligence Guide is a beginner-friendly, 36-page educational resource from The Greenhouse Treasure Box Collective, created by Shapan B. Green, CEO & Founder.

Inside, explore 52 interview questions, documentation and verification guidance, preparer responsibilities, do’s and don’ts, and penalties. Learn the foundations of Form 8867, EITC, child/dependent credits, AOTC, head of household, and Schedule C review—with illustrations, practice scenarios, five reusable worksheets, and 22 linked IRS references.

$10 | Instant Digital Download

Build knowledge and stronger preparation habits.

For educational purposes. Not affiliated with or endorsed by the IRS.