Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228
— $17
Due Diligence Documentation Kit
The IRS does not start with your client. It starts with your file.
— WHAT YOU GET
A documentation system for paid preparer due diligence: the Form 8867 workflow start to finish, reasonable questions to have on hand, a one-page notes template, and a record-keeping checklist you can actually keep up with in February. Delivered as a PDF by email the moment your payment clears.
- ◆The six-step Form 8867 workflow, from intake to filed packet
- ◆Reasonable additional questions, written out and ready to ask
- ◆A one-page notes template for questions, answers and documents reviewed
- ◆A record-keeping checklist for the whole file
- ◆Habits that keep a file clean two years later
General education about documentation habits. Not legal advice, and not a substitute for the current-year instructions to Form 8867 or Treasury Department Circular 230.
— GRAB YOUR COPY
It's free, and it's yours in a minute.
Tell us where to send it and the download link lands in your inbox right away, along with what's next if you decide you want the training behind it.
Enrollment for this cohort closes October 31, 2026. You must be enrolled by then to file with us in the upcoming tax season.
— PAST CLIENTS
Need a copy of a return we filed?
Request it through our secure form and we'll email it to you within 2 business days. Copies are $15 each. Please don't email or text us for a copy, that form keeps it protected.
— NEED A HAND
If it turns out you'd rather not do this alone, that's fine too.
Book a conversation and we'll tell you honestly whether this is a do-it-yourself situation or one that needs our office.