Due Diligence Questionnaire
Complete Conveniently From Any Device
In tax preparation, due diligence refers to the thoroughness and care with which tax professionals gather, verify, and analyze information from you as a client to accurately calculate your tax liabilities.


We’re committed to helping you create and sustain a healthy tax filing experience with us as your tax preparer as well as with the IRS. We aim to accomplish this through authentic engagement and transparency.
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We’re committed to helping you create and sustain a healthy tax filing experience with us as your tax preparer as well as with the IRS. We aim to accomplish this through authentic engagement and transparency.
Menu
Contact