Before You Hit Submit: A Practical Due Diligence Guide for Tax Preparers.

“Everything is the same as last year.” What do you ask next?

Before You Hit Submit is a practical guide for tax preparers who want to ask clearer questions, document client answers, and review a return before filing.

Across six chapters, you’ll work through fictional client conversations involving Form 8867, Head of Household, the Earned Income Credit, and self-employment records. Follow a weekend hairstylist and a lawn service owner as they sort through cash payments, app transfers, and receipts. Then practice writing file notes that another preparer can pick up and follow.

Includes a returning-client intake checklist, a final review checklist, a reusable file-note template, and an IRS quick-reference page.

Format — Downloadable PDF eBook

Written by — Breaira Dorsey, DaQueensDen Professional Tax Academy