The Due Diligence Compliance Bundle is a comprehensive toolkit designed to help tax professionals navigate the complexities of IRS due diligence requirements with confidence. This bundle includes:
 
Due Diligence Course Workbook: A detailed guide to mastering the due diligence process, ensuring you meet all necessary requirements.
Due Diligence Appeals Course Workbook: Learn how to handle appeals and successfully manage any challenges that arise during due diligence audits.
Intake Form: A ready-to-use form to streamline your client intake process and ensure you gather all required information to meet due diligence standards.
Due Diligence Ebook: An in-depth resource covering everything you need to know about due diligence, from understanding the law to best practices for compliance.
Due Diligence Guide with Additional Questions and Notes: A step-by-step guide with key questions and note-taking strategies to ensure thorough documentation and accuracy.
 
This bundle is the ultimate resource for tax professionals looking to enhance their compliance practices, reduce audit risks, and ensure IRS due diligence requirements are consistently met.
4o mini