Website Editor No Comments

Due Diligence Requirements

As your tax professional, we may be asking you additional questions next year that are required by the Tax Cuts and Jobs Act. Tax preparers must collect new information from clients who qualify for any of the following tax credits: Earned Income Tax Credit (EIC)Child Tax Credit (CTC) American Opportunity Tax Credit (AOTC)Head of Household filing status (HOH) In addition to interviewing you and gathering the required information needed to answer all of the due diligence questions on Form Read more [...]