{"product_id":"due-diligence-scripts-for-tax-professionals","title":"Due Diligence Scripts for Tax Professionals","description":"\u003cp data-start=\"257\" data-end=\"458\"\u003eStay audit-ready and protect your practice with the \u003cstrong data-start=\"336\" data-end=\"389\"\u003eDue Diligence Scripts for Tax Professionals eBook\u003c\/strong\u003e — your step-by-step guide to handling IRS red flags the right way.\u003c\/p\u003e\n\u003cp data-start=\"460\" data-end=\"495\"\u003eThis advanced resource gives you:\u003c\/p\u003e\n\u003cul data-start=\"496\" data-end=\"1020\"\u003e\n\u003cli data-start=\"496\" data-end=\"577\"\u003e\n\u003cp data-start=\"498\" data-end=\"577\"\u003e✅ \u003cstrong data-start=\"500\" data-end=\"525\"\u003eWord-for-word scripts\u003c\/strong\u003e to ask clients the right due diligence questions.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"578\" data-end=\"664\"\u003e\n\u003cp data-start=\"580\" data-end=\"664\"\u003e✅ \u003cstrong data-start=\"582\" data-end=\"600\"\u003eIRS references\u003c\/strong\u003e (IRC §§, Form 8867, Pub. 4687, and more) for full compliance.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"665\" data-end=\"791\"\u003e\n\u003cp data-start=\"667\" data-end=\"791\"\u003e✅ \u003cstrong data-start=\"669\" data-end=\"691\"\u003eReal example notes\u003c\/strong\u003e showing how to document questions, answers, and outcomes — exactly how the IRS wants to see them.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"792\" data-end=\"894\"\u003e\n\u003cp data-start=\"794\" data-end=\"894\"\u003e✅ \u003cstrong data-start=\"796\" data-end=\"834\"\u003eWith \u0026amp; without documentation cases\u003c\/strong\u003e so you know what to do when clients don’t have paperwork.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"895\" data-end=\"1020\"\u003e\n\u003cp data-start=\"897\" data-end=\"927\"\u003e✅ \u003cstrong data-start=\"899\" data-end=\"924\"\u003eQuick-reference tools\u003c\/strong\u003e:\u003c\/p\u003e\n\u003cul data-start=\"931\" data-end=\"1020\"\u003e\n\u003cli data-start=\"931\" data-end=\"967\"\u003e\n\u003cp data-start=\"933\" data-end=\"967\"\u003eAdvanced Due Diligence Checklist\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"971\" data-end=\"989\"\u003e\n\u003cp data-start=\"973\" data-end=\"989\"\u003eRed Flag Guide\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"993\" data-end=\"1020\"\u003e\n\u003cp data-start=\"995\" data-end=\"1020\"\u003eFillable Notes Template\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-start=\"1022\" data-end=\"1228\"\u003eWhether you’re filing EITC, CTC\/ACTC, HOH, AOTC, or returns with self-employment income, this guide walks you through \u003cstrong data-start=\"1140\" data-end=\"1197\"\u003ewhat to ask, what to write, and how to stay compliant\u003c\/strong\u003e while building client trust.\u003c\/p\u003e\n\u003cp data-start=\"1230\" data-end=\"1459\"\u003e\u003cstrong data-start=\"1230\" data-end=\"1258\"\u003eWhy You Need This eBook:\u003c\/strong\u003e\u003cbr data-start=\"1258\" data-end=\"1261\"\u003eIRS penalties for failing to comply with due diligence are \u003cstrong data-start=\"1320\" data-end=\"1351\"\u003e$600 per credit, per return\u003c\/strong\u003e. This eBook ensures you have a clear, professional system in place to protect yourself and your business.\u003c\/p\u003e\n\u003cp data-start=\"1461\" data-end=\"1701\"\u003e📘 \u003cstrong data-start=\"1464\" data-end=\"1475\"\u003eFormat:\u003c\/strong\u003e Digital PDF (instant download)\u003cbr data-start=\"1506\" data-end=\"1509\"\u003e📅 \u003cstrong data-start=\"1512\" data-end=\"1532\"\u003eRetention-Ready:\u003c\/strong\u003e Includes templates you can use to keep compliant files for 3 years\u003cbr data-start=\"1599\" data-end=\"1602\"\u003e⚡ \u003cstrong data-start=\"1604\" data-end=\"1620\"\u003ePerfect For:\u003c\/strong\u003e Independent tax preparers, tax offices, and service bureaus training new staff\u003c\/p\u003e","brand":"TAX ENVY PRO SOFTWARE","offers":[{"title":"Default Title","offer_id":43606894903347,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0607\/2401\/9251\/files\/Addaheading_1.png?v=1756778158","url":"https:\/\/learnwithjaytee.com\/products\/due-diligence-scripts-for-tax-professionals","provider":"TAX ENVY PRO SOFTWARE","version":"1.0","type":"link"}