Due Diligence Mastery™

Due Diligence Mastery™

55-Question Compliance Assessment for Tax Professionals

Price: $27
Format: Digital Download (PDF)
Delivery: Instant Access

Product Description

Due Diligence Mastery™ is a structured compliance assessment designed for tax professionals who want to reinforce reasonable inquiry standards, reduce preparer risk, and strengthen internal compliance practices.

This digital booklet provides a focused, practical review of due diligence concepts commonly reviewed by taxing authorities. It is ideal for self-study, staff training, onboarding, or annual compliance refreshers.

This is not a generic quiz or consumer worksheet. It is a professional-use compliance tool created to support audit-ready tax preparation practices.

Topics Covered

• Taxpayer identity verification

• Filing status determination

• Dependent qualification and residency tests

• Child-related credits and due diligence requirements

• Income verification and reporting standards

• Identification of common compliance red flags

• Reasonable inquiry and documentation expectations

Who This Is For

Designed for:

• Tax preparers and EROs

• Firm owners and managers

• Administrative and support staff

• Compliance-focused tax professionals

Not intended for:

• Personal tax filers

• DIY consumers

• Free redistribution or public use

Important Notice

This is a digital educational product. No physical item will be shipped.
All sales are final due to immediate access upon purchase.

This product is provided for educational purposes only and does not constitute tax or legal advice.