Use our free client due diligence intake form to help you stay compliant, standardize interviews, and protect your business in the event of a Due Diligence audit.

 

No information typed into this questionnaire is seen, saved, or captured by Profit Edge Tax.

 

It is for use and benefit in your tax business.​ ​

 

NOTE: This questionnaire is not intended to constitute, and should not be relied upon as, tax, legal, or financial advice. You are responsible for confirming all information, applying applicable laws and regulations as needed.