Protect your tax business by mastering IRS Due Diligence requirements. This intensive 3-day course is designed for tax professionals who prepare returns claiming Earned Income Tax Credit (EITC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), American Opportunity Tax Credit (AOTC), and Head of Household (HOH) filing status. You’ll learn how to properly complete Form 8867, conduct compliant client interviews, verify eligibility, maintain required documentation, and avoid costly IRS penalties.

Through real-life scenarios, hands-on training, and expert instruction, you’ll gain the confidence to accurately prepare returns while meeting IRS due diligence standards. Whether you’re new to tax preparation or an experienced professional looking to strengthen your compliance knowledge, this course will help you protect your business and better serve your clients.

What You’ll Learn

IRS Due Diligence Requirements
Form 8867 Completion
EITC, CTC, ACTC & AOTC Rules
Head of Household Qualifications
Client Interview Best Practices
Required Documentation & Recordkeeping
IRS Audit Preparation
Common Compliance Mistakes to Avoid
Hands-On Training
Certificate of Completion

Course Schedule

3-Day Live Training

Day 1: July 24
Day 2: July 25
Day 3: July 26

844-901-SNAP (7627)

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