In tax preparation, there’s no room for assumptions—and the IRS won’t accept them either. Missing just one critical client-intake question could cost you (or your client) thousands in penalties, lost credits, or missed deductions. With a looming $650 per failure penalty under IRS due-diligence rules, documentation isn’t optional—it’s your lifeline.

IRS guidance is clear: “If it’s not documented, did it really happen?” That’s not just a saying—it’s the standard. You’re required to hold due-diligence records—including Form 8867, credit worksheets, and all client interview notes—for at least three years. Every question asked. Every answer given. Every supporting document gathered.

That’s where this ebook makes all the difference. Use 25 Questions That Most Tax Pros Overlook in tandem with your Golden Intake Questionnaire to ensure nothing falls through the cracks—and help your clients keep as much of their money as legally possible.

What You’ll Discover

Each of the 25 questions includes:

• Why It Matters – understand the real cost of forgetting it (lost deductions, risk of penalties, forfeited credits).
• Document Needed – identify exactly what proof you need up front: receipts, bank statements, legal documents, Form 1098, and more.
• Proactive Tip – suggestions clients can follow now to avoid red flags later: “track every business-use mile,” “retain all property expense invoices,” “log hours for rental activity,” and more.

Why This Ebook Is Essential

• Guard Against IRS Penalties – $650 per failure ma­y add up quickly. One missing detail could trigger an audit disaster.
• Maximize Client Refunds – these questions uncover deductions or credits many preparers overlook.
• Streamlined, Audit-Proof Files – documentation that backs your work. Every answer and supporting doc organized and ready.
• Boost Client Trust & Your Reputation – show clients you don’t miss a thing. Your diligence becomes your differentiator.

Instant Delivery

Purchase now and get an ebook you can download immediately in PDF format. Read on any device. Refer back anytime. Share the insights in staff meetings. Integrate into your intake process seamlessly.

Don’t let what’s easier to forget become what costs you most. Grab your copy of 25 Questions That Most Tax Pros Overlook today—and turn diligence into your biggest asset.