Due Diligence Questions and Notes Mastery Bundle
The Ultimate Audit-Proof System Every Tax Pro Needs
The Due Diligence Questions and Notes Mastery Bundle is designed for tax professionals who want to confidently protect their business, reduce audit-risk, and build bulletproof client files that stand strong during an IRS Due Diligence examination.
Most tax pros do not get fined because they commit fraud — they get fined because no one ever taught them what questions to ask, how to document answers, or how to write clean, compliant notes that support EITC, CTC, ACTC, ODC, AOTC, and Head of Household filing status. The IRS has clearly stated that one of the main reasons preparers receive penalties is failing to meet the knowledge and record-keeping standards, which includes asking the right questions and documenting them thoroughly.
Inside this bundle, you will learn exactly how to ask deeper qualifying questions, how to identify red-flag answers, and how to write strong, audit-proof notes that explain how and why your client qualifies — the same approach used to successfully support real cases through multiple examinations.
What’s Included
This mastery bundle includes two powerful digital guides designed to strengthen your compliance process:
1. Due Diligence Additional Questions and Notes Guide
A complete library of essential and advanced Due Diligence questions covering EITC, CTC, ACTC, AOTC, HOH, and Schedule C, plus reminders and documentation strategies to help you support eligibility with clarity and accuracy.
2. How to Write Audit-Proof Due Diligence Notes
A step-by-step guide that teaches you exactly how to write strong notes that hold up in an audit — including real sample notes for various scenarios and best practices for simplified record keeping.
Who This Is For
✔ Tax Pros who want to stay compliant and protect their business
✔ New and experienced preparers who need clarity around Due Diligence
✔ EROs training teams for consistency and accuracy
✔ Anyone tired of guessing and ready to build audit-ready files
All digital files are final sales. No refunds or chargebacks permitted