IRS Paid Preparer Compliance

Due Diligence Application

Due diligence ensures your tax return is prepared accurately and ethically by verifying information and reviewing required documents.

IRS Form 8867

Strict Verification

Why is this required? The IRS requires tax preparers to exercise due diligence when preparing returns claiming Head of Household status, Earned Income Tax Credit (EITC), Child Tax Credit (CTC), or American Opportunity Tax Credit (AOTC).

1. Client Contact Verification

Full Legal Name *

Email Address *

Phone Number *

2. Documentation Verification Checklist

Do you have a valid unexpired Photo ID / Driver's License?

Do you have Social Security Cards for all claimed dependents?

Do you have proof of residency for claimed dependents (School/Medical records)?

I certify under penalty of perjury that all information provided to Peoples Tax Solutions is accurate, true, and complete to the best of my knowledge. I understand that false statements may carry IRS penalties.