Can You Defend Your Return? Paid Preparer Due Diligence Mastery

Inside This Course:

Students who complete this course will be able to walk into any client interview and run the four due diligence requirements from memory: complete Form 8867 correctly, compute and review each covered credit, recognize when a client’s story needs more questions before it needs a signature, and keep the records that survive an IRS examination. They will know the 2026 dollar figures in and out, understand exactly what changed under OBBBA for the CTC and the education credits, and be able to explain a head of household or ODC determination to a client in plain language. The result is fewer penalty exposures, cleaner files, and the professional confidence to say no to a claim that does not hold up.