The Due Diligence Appeals Bundle is your complete step-by-step system to fight IRS Due Diligence penalties with confidence, clarity, and accuracy. This bundle gives tax professionals the same structure, wording, and framework used to successfully challenge penalties and reduce or eliminate thousands of dollars in fines.
 
Inside this bundle, you get everything you need to prepare a strong, organized, and compliant Appeals packet, including:
 
✔ A Complete Formal Appeals Letter Template
This professionally drafted protest letter guides you on exactly how to structure your disagreement with the IRS, what to include, and how to cite the law. It walks you through disputing findings related to EITC, CTC, ACTC, AOTC, HOH, and more.
Tax Preparer Appeals Template
 
✔ The Tax Pro Due Diligence Appeals Workbook
This workbook explains the entire appeals process in simple terms—how to request a conference, how to prepare a formal protest, what laws to cite, how to build arguments for each type of penalty, and how to present your evidence correctly. It also includes sample phrases and examples to help you build your case with confidence.
 
✔ The Due Diligence Appeals Checklist
A detailed, page-by-page checklist that walks you through gathering documents, identifying errors, comparing IRS findings to your notes, building rebuttals, preparing client worksheets, and assembling your packet. This checklist ensures nothing is missed and that your appeal is fully supported and IRS-ready.
 
Important Notice
All sales are final. No chargebacks are permitted.