IRS Due Diligence Bestie™

Your new compliance partner that keeps you audit-proof, fine-proof, and stress-free.

Every tax pro needs that one bestie who keeps it real, keeps you organized, and keeps the IRS out of your pockets. That’s exactly what the IRS Due Diligence Bestie™ was created to be.

Built from real audit experience, real IRS expectations, and real tax-season chaos, this resource gives you the exact questions, checklists, talking points, and documentation structure you need to protect yourself and your firm — without the confusion, without the guessing, and without the stress.

Whether you’re new or seasoned, this is the tool that closes the gaps you don’t even realize you have.

🔥 WHAT’S INSIDE

• The exact interview questions you should be asking every EITC, CTC/ACTC, AOTC, & HOH client

• A simple documentation flow so you know what to save, when to save it, and how to tie it back to due diligence

• Red flag cheat sheets to spot inconsistencies before the IRS does

• Verification & substantiation prompts for tricky clients

• Notes templates for proving you performed every step of your due diligence

• Compliance reminders & scripts you can actually use in real time

• Audit-proofing tips pulled directly from real IRS audit outcomes

😩 WHO THIS IS FOR

This is for the tax pro who:

• Wants peace of mind all season

• Doesn’t want to risk $545+ penalties per return

• Needs a simple, repeatable way to document interviews

• Wants to confidently handle HOH, EITC, and credit-heavy returns

• Knows they need better due diligence systems but doesn’t know where to start

💡 WHY YOU NEED IT

Because in 2025–2026, the IRS is stepping harder than ever. Returns with dependents, self-employment, HOH, and refundable credits are being flagged at record rates. One inconsistent client answer can cost you thousands.

IRS Due Diligence Bestie™ keeps you covered, confident, and compliant — every single return, every single time.