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When the IRS talks about “reasonable”  due diligence, they typically do not expect you to conduct and in-depth audit of your clients' financial lives. They are  asking you to exercise sound professional judgment, apply the law correctly, and document your work thoroughly. Refundable credits like EITC, CTC/ACTC, AOTC , and filing statuses such as Head of Household  are frequent audit triggers, and the IRS expects tax professionals to verify eligibility through reasonable inqui

NOTE: Due diligence and self-protection are important for everyone. Even blogs. This content is for educational purposes only and should not be considered tax or legal advice. Always consult and defer to IRS guidance as well as your own experience when applying due diligence standards. Now, let's get to it! When tax professionals hear “due diligence,” they often think of extra paperwork, additional questions, and the constant pressure to get everything right. But IRS Due Dil