Inside The Due Diligence Playbook, you’ll learn exactly what the IRS expects from you as a preparer, how to properly document your files, and how to confidently handle due diligence examinations if they ever come your way.

A ready-to-customize template kit for tax office owners who hire or manage preparers. Includes compliance policies, due diligence resources, workflows, WISP, record-keeping procedures, codes of conduct, and more. These are templates based on documents I’ve used in my own tax business and should be reviewed and customized to fit your specific business.

A step-by-step system for tax office owners hiring and onboarding preparers. Learn what to collect, verify, document, and complete before giving a preparer access to clients or tax software. Includes applications, PTIN verification, training requirements, onboarding checklists, compliance documents, and more.

Your go-to resource library for tax season and beyond. Access ready-to-use templates, checklists, training tools, client forms, compliance resources, IRS resources, software guides, and more — all designed to help you run a more organized, compliant, and efficient tax business. Don’t recreate the wheel. Find what you need, download it, customize it, and PUT IT TO WORK.