Tax Preparer Due Diligence: More than Checking the Boxes

by Dave Duval EA | Feb 22, 2019   ()

For most tax professionals, conducting due diligence is second nature, an automatic reflex much like breathing. When a function becomes this automatic, some practitioners may be lulled into a routine of “checking the boxes” and relying on information and knowledge gleaned from taxpayers in the past to prepare current year tax returns.
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Source: CPA Practice Advisor

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