Description
Due diligence is more than checking a box—it’s about asking the right questions, verifying the facts, and documenting your work.
This FREE 1-page desk reference from Caroline LeVere Consulting helps Tax Pros quickly review key due diligence areas, including Form 8867, EITC, CTC/ACTC, ODC, AOTC, dependents, Head of Household, income verification, documentation, and final return review.
Designed with practical questions and real-world reminders to help you slow down, use your common sense, and know what to ask before you file.
🖨️ Print it. Keep it at your desk. Use it all tax season.
Dumbing It Down for Tax Pros™
Less searching. More preparing. More confidence.
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