Due Diligence Ebook

Are you a tax preparer who wants to stay protected, stay compliant, and never receive an IRS penalty notice? This is the guide you need before you prepare another return.
The IRS collected over $27 million in due diligence penalties in a single year — and most of the preparers penalized said they didn't realize they were doing anything wrong. Penalties start at $620 per credit, per return, and they stack. One return with four credits claimed incorrectly can cost you $2,480 in penalties on a single filing.
In this detailed, step-by-step eBook, Jaquita Rideaux of JRTC Tax Pro breaks down everything a tax preparer needs to know about due diligence — from the legal requirements to the red flags, from Form 8867 to building a system that protects you every season.
What's inside:
• The 4 legal components of due diligence every preparer must follow
• A complete breakdown of EITC, CTC, AOTC, and HOH requirements
• The full IRS penalty table with exact dollar amounts
• How to complete Form 8867 correctly — every time
• Red flags that should stop you from filing
• What triggers an IRS preparer audit and how to survive one
• A ready-to-use client interview script and document checklist
• How to build a due diligence system in your practice
Whether you are preparing your very first return or running a full Service Bureau, this guide gives you the knowledge, the tools, and the confidence to file correctly — and never pay a penalty you didn't deserve.
This is not theory. This is the exact system that works.