The proper way to write notes
They’re checking your due diligence process. That means they’re looking at: 🔹 What questions you asked 🔹 What notes you took 🔹 What documents you relied on 🔹 How long you kept those records And if your file doesn’t clearly show all that? You’re at risk. You need to show: ✅ You asked the right questions ✅ You documented their answers ✅ You made “reasonable inquiries” ✅ You retained those records for 3 years Here's how your file should answer this question: "Would this make sense to an IRS examiner who doesn’t know my client at all?" If not… you didn’t write enough. Real talk: 📝 “Single mom, 2 kids” = weak 📝 “Separated March 2024, lease & 2 utilities in her name, kids attend school at same address” = strong What the IRS expects to see (yes, expects): 🔸 Form 8867 (completed properly) 🔸 Intake form with clear answers 🔸 Strong, specific interview notes 🔸 List of documents used for each credit (if applicable) 🔸 Any red flags explained — in writing Simple changes to protect yourself starting TODAY: 📌 Create a checklist for each file 📌 Take 2–3 extra minutes to write full-sentence notes 📌 Add context for separated parents, Schedule C filers, and HOH claims 📌 Keep your files organized (digital or paper) and retrievable for 3 years