{"product_id":"due-diligence-packet","title":"Due Diligence Packet","description":"\u003cp dir=\"auto\" class=\"PDq2pG_selectionAnchorContainer\"\u003eTake the guesswork out of documenting due diligence with the 2026 Interactive Due Diligence Packet\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003eThis browser-based tool helps tax professionals conduct more thorough client interviews, document follow-up questions, identify potential red flags, and create an organized record for the client file.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003eThe packet includes:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eClient and preparer information\u003c\/li\u003e\n\u003cli\u003eCredits and filing positions claimed\u003c\/li\u003e\n\u003cli\u003eDependent qualification, residency, support, and custody questions\u003c\/li\u003e\n\u003cli\u003eEITC, CTC\/ACTC, and Head of Household documentation\u003c\/li\u003e\n\u003cli\u003eSchedule C and self-employment due diligence\u003c\/li\u003e\n\u003cli\u003eIncome and expense verification\u003c\/li\u003e\n\u003cli\u003eRecordkeeping and red-flag follow-ups\u003c\/li\u003e\n\u003cli\u003eAmerican Opportunity Tax Credit due diligence\u003c\/li\u003e\n\u003cli\u003eSworn statement sections\u003c\/li\u003e\n\u003cli\u003eMonthly income reconstruction tools for common industries\u003c\/li\u003e\n\u003cli\u003eInterview notes and preparer documentation\u003c\/li\u003e\n\u003cli\u003ePrint and PDF export options\u003c\/li\u003e\n\u003cli\u003eLocally saved progress in the user’s browser\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"auto\"\u003eDesigned for tax professionals who want a more consistent, organized, and defensible due diligence process.\u003c\/p\u003e\n\u003ch3 dir=\"auto\"\u003eDisclaimer\u003c\/h3\u003e\n\u003cp dir=\"auto\"\u003eThis packet is provided for educational and documentation purposes only. It does not constitute legal, tax, accounting, or compliance advice and does not replace Form 8867, applicable IRS forms or instructions, Treasury regulations, professional judgment, or a tax preparer’s obligation to make reasonable inquiries.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003eUse of this packet does not guarantee compliance, prevent penalties, or protect a return from examination or audit. The paid preparer remains responsible for verifying information, resolving incomplete or inconsistent responses, maintaining required records, applying current tax law, and determining whether a taxpayer qualifies for any filing status, deduction, or credit.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003eTax laws, forms, penalties, and IRS guidance may change. Users should confirm all information using current IRS resources before preparing or filing a return. Users are also responsible for protecting taxpayer information and complying with all applicable privacy, security, and data-retention requirements.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003e\u003cspan\u003eBranding Notice (LWJ): \u003c\/span\u003e\u003c\/strong\u003eSome digital products may feature the branding and colors of affiliated brands, including Tax Academy Pro, Apex Advisor Group, and TSG ProAdvisor. Learn with Jenny serves as the central hub for all educational resources created by Jennifer Colon.\u003cbr\u003e\u003c\/p\u003e","brand":"Learn with Jenny","offers":[{"title":"Default Title","offer_id":48366346043579,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0660\/2339\/1419\/files\/CTCDUEDILIGENCEPACKEY.png?v=1789516588","url":"https:\/\/learnwithjenny.com\/products\/due-diligence-packet","provider":"Learn with Jenny","version":"1.0","type":"link"}