Stop guessing what to write in your client files — and start documenting like a pro.
How to Write Audit-Proof Due Diligence Notes is your complete guide to writing notes that protect you, your clients, and your tax business during an IRS examination. Written by Dr. Gwennetta Wright, a seasoned tax expert who has successfully passed 8 Due Diligence examinations with zero fines, this guide walks you step-by-step through how to ask, verify, and document every client interaction the right way.
 
Inside, you’ll learn:

✅ The 5-step framework to create compliant, audit-proof notes
✅ Real examples of EITC, CTC, HOH, and AOTC documentation
✅ Common mistakes that lead to Due Diligence penalties — and how to avoid them
✅ How to properly verify information and resolve inconsistencies
✅ Sample note templates and real-life practice scenarios
 
This guide doesn’t just tell you what to do — it shows you how to do it, with detailed examples and fill-in templates you can use right away.
 
Whether you’re a new preparer or an experienced pro, this resource will give you the clarity, structure, and confidence you need to pass any IRS examination without fear.
 
💼 Perfect For: Tax preparers, EROs, and service bureau owners who want to stay compliant, protect their business, and build audit-ready client files.
 
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