Preparer Due Diligence: What the IRS Expects The Standard, Not a Suggestion

This training is for Tax Pros who want to stop guessing and start protecting their business the right way. We are taking a deep dive into Preparer Due Diligence so you understand exactly what the IRS expects, how to document your files, and how to think like an examiner when you are preparing returns. You will learn how to meet each due diligence requirement, what questions must be asked and recorded, how to protect yourself from penalties, and what a compliant client file should look like before an audit ever happens. This training is designed to remove confusion, strengthen your documentation, and give you the clarity and confidence to operate your office the right way every time. DECEMBER 17TH AT 7:30PM EST DECEMBER 20TH AT 2PM EST