Tax Client Intake Form
$47
Client Questionnaire Bundle for Tax Professionals
Built by a Tax Pro Who Survived a Due Diligence Audit
If you prepare returns with refundable credits, this is not optional—this is protection.
This Due Diligence Questionnaire Bundle was created by an experienced tax professional who has personally gone through—and survived—an IRS due diligence audit.
Every question. Every section. Every prompt is intentional.
This is not theory.
This is real-world compliance.
What This Bundle Does
This bundle helps you:
✔️ Ask the right questions
✔️ Document the right answers
✔️ Build defensible client files
✔️ Protect yourself when the IRS comes knocking
What’s Included
✔️ Comprehensive Client Due Diligence Questionnaire
A detailed intake form designed to help you meet IRS requirements for:
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC) & Additional Child Tax Credit (ACTC)
Head of Household (HOH) filing status
Dependent eligibility & household composition
Income inconsistencies and audit red flags
Unlike basic forms, this questionnaire goes beyond yes/no answers—prompting clients to explain their situation in their own words, which is critical for audit defense.
✔️ BONUS: Child & Dependent Care Credit (Form 2441) Question Template
This interview-style template helps you properly determine eligibility and document:
Work, job search, or school requirements
Provider details and payment verification
Inconsistencies that require follow-up
Reasonable inquiries for audit support
Built for Seamless Use
This bundle includes editable templates compatible with both
Jotform and Cognito Forms, giving you flexibility to integrate into your existing workflow.
✔️ Duplicate into your preferred platform
✔️ Customize with your branding
✔️ Use digitally or as a printable form
✔️ Store securely for audit documentation
Why This Bundle Is Different
Most templates collect data.
This bundle documents due diligence.
It was created by someone who has:
Prepared thousands of tax returns
Trained thousands of tax professionals
Faced an IRS due diligence audit firsthand
Learned exactly what the IRS looks for—and what gets preparers penalized
This Bundle Helps You
✔️ Avoid penalties tied to Form 8867
✔️ Strengthen your client documentation
✔️ Ask better follow-up questions with confidence
✔️ Create consistent, audit-ready processes
✔️ Operate with peace of mind
Who This Is For
✔️ New tax professionals who want to start compliant
✔️ Experienced preparers tightening their processes
✔️ EROs managing multiple preparers
✔️ Tax firms handling refundable credits
✔️ Any tax professional who refuses to be unprepared
What This Is Not
Not generic intake paperwork
Not legal or tax advice
Not a guarantee against audits
This is a powerful compliance tool designed to help you meet IRS due diligence standards and protect your practice.
How You Can Use It
✔️ Client intake questionnaire
✔️ Upload into Jotform, Cognito Forms, PDF, or your CRM
✔️ Customize to match your firm’s branding
✔️ Train your team on proper due diligence
✔️ Store in client files for audit support
A Final Note from the Creator
Due diligence audits are real.
Penalties are real.
Stress is real.
This bundle was created so you don’t have to learn the hard way.
Protect your license.
Protect your business.
Protect your peace.
📩 Instant digital download — no physical product will be shipped
Important
Resale or distribution of this template is strictly prohibited without written consent from Ambrea’ Lacy.
Disclaimer
This resource is for educational purposes only and does not constitute tax, legal, or financial advice. Tax laws are subject to change, and every situation is unique.
Ambrea’ Lacy is not a CPA, attorney, or licensed financial advisor. Please consult a qualified professional for advice specific to your situation.
Refund Policy
Due to the digital nature of this product, all sales are final.