Paid Preparer Due Diligence - Bulletproof Against IRS Penalties

Form 8867 Part-By-Part: EITC, CTC/ACTC/ODC, AOTC, HOH due diligence requirements. Complete training and tools to help you, intake form and due diligence questionnaire, due diligence notes generator, penalty calculator, marketing, client emails, and more!

Here's what's at stake every single return.

The IRS due diligence penalty under IRC § 6695(g) is not a one-time fine. It applies per failure, per return, per filing season. For 2026: $650 Per Failure X 4 Failures = $2,600 Per Return. Prepare 20 returns with due diligence failures and you're looking at $52,000 in penalties.

The IRS proposes due diligence penalties on over 90% of tax preparers selected for examination. Stemming from failures in knowledge or record retention.

Your 12 month access training experience and live Q&A sessions are hosted inside our private Skool Community. Join to get started.

Although training courses are packed with features & benefits, NO CE Credits for these courses. Due to the digital nature of this product(s) & immediate access to proprietary content, ALL SALES ARE FINAL. NO REFUNDS.