The Nuts and Bolts of Due Diligence: How to Protect Your Office from an Audit

In this course we will delve into the specifics of due diligence as it relates to the new Form 8867 and IRS’ enhanced focus on tackling due diligence issues among paid preparers. While some discussion will be had on the ethical connections to the Circular 230, this course will primarily focus on a broader look at the Form 8867 connection, highlighted with specific scenario examples and intensive discussion of interview processes and recordkeeping.