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Tax Pros, would your client files survive an IRS due diligence examination today? Let me help you make that a strong Yes! I created “Mastering IRS Due Diligence: A Practical Guide for Tax Professionals” because guessing through Due Diligence is NOT enough. One mistake could cost you $2,500 per return — or even your EFIN. Inside this ebook, I break down exactly: ✅ What the IRS is really looking for ✅ How to write audit-proof notes ✅ Red flags that get you fined ✅ And how to protect your business
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There is no perfect fix, but here are the investor-grade ways to handle it: Comment DILIGENCE for a due diligence checklist to prepare for fundraising and avoid costly mistakes. 83(b) basics: File within 30 days of purchase. It locks in today’s (usually near-zero) valuation. Without it, each vesting event is taxed as ordinary income—often on illiquid stock. If you miss it, you can’t file late—but you do have options. Strategies practitioners use: - Accelerate vesting now re-vest later at investo
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