Due Diligence Bundle
The Ultimate Compliance System for Tax Professionals
If you’ve ever wondered whether your client files are truly compliant, worried about getting an IRS letter, or felt unsure about what to document and how to write audit-proof notes, then this bundle is exactly what you’ve been needing.
The Due Diligence Bundle was designed to take the confusion, fear, and guesswork out of Due Diligence. It gives you the step-by-step tools and real examples to confidently protect your business, your license, and your peace of mind. These are the exact resources I used to survive eight IRS Due Diligence exams, including reducing a $47,000 fine to zero through the appeal process.
This Bundle Is For You If:
• You want clarity on the Due Diligence requirements and what the IRS looks for
• You want to confidently interview clients and know the right qualifying questions to ask
• You struggle with documenting notes and want real audit-proof examples
• You need a system and workflow to keep every file consistent and compliant
• You want to stop fearing audits and start operating with confidence
• You want templates and tools you can use yourself or train your team with
What’s Included Inside:
✔ Due Diligence Intake Form
✔ Tax Pro Due Diligence Workbook
✔ Appeal Workbook & Templates
✔ Audit Strategy Guide: How I Reduced a $47,000 Fine to $0
✔ Additional Questions & Notes Guide
✔ Due Diligence File Checklist
✔ Mastering IRS Due Diligence: Practical Guide for Tax Pros
✔ How to Write Audit-Proof Notes (with examples)
Disclaimer
All sales are final. Due to the digital nature of this product and immediate access to downloadable materials, there are no refunds, exchanges, or cancellations under any circumstances. By completing your purchase, you acknowledge that you are purchasing digital files and you agree to the terms and conditions listed, including that results vary based on individual implementation and effort. This bundle does not guarantee audit outcomes or legal results and is intended for educational purposes only.
Unauthorized sharing, distributing, or reselling of any materials included is strictly prohibited and will result in legal action.
By purchasing, you agree that you will not dispute or chargeback this transaction and that you understand all content is delivered immediately upon purchase.