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Paid Preparer's Due Diligence Questionnaire

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PAID PREPARER'S DUE DILIGENCE QUESTIONNAIRE

Due Diligence Form

Page 1

Personal Information

Email*

Preparer Name*

Preparer PTIN*

Firm Name*

Firm EIN*

Firm Address*

City*

State*

Zip Code*

10.

Phone Number*

11.

Email Address*

Description:Complete the Paid Preparer's Due Diligence Questionnaire with ease using this customizable Due Diligence Form. Ensure compliance with IRS regulations and avoid penalties.

Ensure compliance with IRS regulations and avoid penalties by completing the Paid Preparer's Due Diligence Questionnaire with ease using this customizable Due Diligence Form. This form template is designed to help paid preparers gather the necessary information from their clients to accurately complete the questionnaire. The form includes questions related to the taxpayer's filing status, income, deductions, and credits. By using this form, paid preparers can demonstrate their due diligence and avoid potential penalties. The form can be customized to meet the specific needs of the preparer's practice. Start using this Due Diligence Form today to simplify the process of completing the Paid Preparer's Due Diligence Questionnaire.

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Partner's Name

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