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IRS regulations require paid tax preparers to perform a series of due diligence requirements for the Earned Income Credit, Child Tax Credit, American Opportunity Tax Credit, and Head of Household Filing Status. We believe you are/may be eligible for one or more of the credits or the filing status. As part of our engagement with you and to comply with these requirements, we ask all clients for whom returns are prepared to answer the following due diligence questions. Please respond to the questions below and return to our office.

* We are required to obtain from the taxpayer a document proving the child’s existence such as one of the following (that would have the child’s name on it).

Statement or Record from:

School
Healthcare Provider
Childcare Provider
Place of Worship

Date

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If you do not have an assigned CPA, or do not know, select “Other”.

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Due Diligence Questionnaire