The Tax Preparer's Due Diligence Playbook — 2-Hour CE Course

Stop losing $650 per return to Form 8867 mistakes.

This 2-hour self-study CE course teaches you the exact due diligence framework I use across every tax return claiming EITC, CTC/ACTC/ODC, AOTC, or Head of Household status. It pays for itself the first time it saves you a single penalty.

WHAT YOU GET

• The Tax Preparer's Due Diligence Playbook — 53-page e-book walking line-by-line through Form 8867 ($197 value)

• 2.0 Hours IRS Continuing Education Credit — Federal Tax Law category, counts toward AFSP and EA requirements ($60 value)

• 10-Question Final Exam + Instant Certificate — Pass with 70% and your Certificate of Completion is emailed to you the same minute. Three free attempts per access code. ($40 value)

• The Audit-Ready File Checklist — The exact intake-form audit I use to spot $650 penalty risks before they hit the return (Bonus value)

HOW IT WORKS

1. Buy this course → you receive an email with a 10-character access code

2. Download the 53-page e-book and read at your own pace (~90 minutes)

3. Visit the exam page at mastery.tax, paste your access code, and take the 10-question exam

4. Pass with 70% (7 of 10) → your Certificate of Completion is emailed to you instantly

5. Your completion is reported to the IRS under your PTIN per §10.6(f) of Circular 230

REFUND POLICY

Full refund within 3 days of purchase, only if the final exam has not been started. Email ce@mastery.tax with your order number.

Your access does not expire. You can take up to 3 attempts on a single access code, then purchase a $25 retake code if needed.

Approved by the IRS as a Continuing Education Provider. Provider Number and Program Number print on every certificate.