Due Diligence Quick-Start Toolkit

An AI governance system for tax practices: acceptable-use policy, approved/prohibited data matrix, vendor due-diligence checklist, use-ca…

27 practical tax-office AI workflows with reusable prompts.

A 47-tool professional workpaper system for using AI carefully in tax reconstruction: evidence inventories, exception logs, source-to-ret…

Part of the TaxProFoundry AI Center.

Turn the Audit-Shield SOP system into TaxDome pipelines and automations.

A farm-return preparation system covering crop and livestock income, farm deductions, equipment, depreciation, inventory, subsidies, insu…

AI Foundations — AI Center bundle.

AI Practice Bundle — AI Center bundle.

AI Practice Foundations — AI Center bundle.

A higher-complexity specialty bundle for firms handling trader clients, retirement plans, foreign accounts, fiduciaries, capital transact…

A quality-control bundle for firms focused on paid-preparer due diligence, foreign-account intake, defensible documentation, reviewer con…

A firm-ready implementation system combining technical guides, office procedures, and reusable workpapers across the core GTQ tax catalog.

A foundational professional tax library for preparers who want the core technical/practical guides without the companion SOPs and toolkits.

A complete entity-return workflow bundle for firms preparing partnerships, C corporations, S corporations, owner reporting, basis, dispos…

The premium full-library system for preparers, reviewers, firm owners, and staff training—technical guides, workflows, and reusable imple…

The complete expanded GTQ practitioner-guide library for firms and professionals who want broad technical coverage without the companion …

A practical FBAR organization bundle that helps users gather account information, calculate maximum values, document currency conversions…

A specialist real-estate tax library for firms handling landlords, short-term rentals, investor clients, depreciation, passive losses, di…

A working driver-business system combining the guide with editable trackers and calculators for mileage, quarterly taxes, platform compar…

A small-business tax practice stack for sole proprietors, partnerships, S corporations, owner-level tax issues, QBI, depreciation, and pr…

A complete reconstruction system for missing-record engagements: technical methodology, office workflow, and reusable workpapers from int…

A professional partnership-return system covering intake, capital accounts, allocations, liabilities, Schedule K/K-1, partner reporting, …

A C-corporation preparation and review system covering taxable income, book-tax adjustments, deductions, Schedule M items, NOLs, estimate…

A full S-corporation workflow covering eligibility, elections, shareholder changes, reasonable compensation, distributions, loans, K-1s, …

A premium compliance binder and SOP system for small tax firms.

A free one-page checklist of the AFSP 2026 deadlines and hour requirements — the AFTR clock and the June 15 program deadline.

The complete AFSP path: the AFTR course plus the remaining required continuing-education hours, bundled for one purchase.

The Annual Federal Tax Refresher course: the AFSP core requirement — law updates, vignettes, and the timed completion exam.

10-hour Federal Tax Law course: rates, brackets, credits, deductions, filing statuses, and the season's changes.

2-hour ethics course covering Circular 230 duties, due-diligence obligations, confidentiality, and professional conduct.

A fixed-asset workflow for basis, placed-in-service dates, MACRS, Section 179, bonus depreciation, listed property, vehicles, amortizatio…

Scenario-based advanced training: changing facts, Schedule C reconstruction, competing claims, prior disallowance, escalation, firm super…

A 50-question scenario-based proficiency assessment with domain floors, remediation routing, and a private pass record (not an IRS creden…

B2B firm readiness for up to 5 preparers: assessment, training assignments, firm-level reporting and controls.

B2B facilitated instructor-led training for firms and teams.

The complete DD Pro bundle: Readiness + Fundamentals + Quick-Start + Advanced + Assessment + GTQ-013 system.

A free 20-question readiness check with provider key — find your due-diligence gaps in minutes.

Free fundamentals course for paid preparers — the baseline before advanced training.

A fiduciary-return system covering fiduciary accounting income, DNI, deductions, distributions, beneficiary K-1s, capital gains, election…

The year’s tax changes explained in plain language.

A practical Form 1040 preparation and review system that connects filing status, dependents, income, deductions, credits, payments, due d…

A professional FBAR compliance workflow for foreign-account intake, maximum-value tracking, ownership and signature authority, joint acco…

A professional reporting system for basis, holding periods, wash and adjustment issues, Form 8949, Schedule D, Form 4797, recapture, inst…

A source-controlled system for screening Trader Tax Status, reviewing Section 475 elections, coordinating Form 3115, separating investmen…

A free 2026 Google Business Profile guide for tax professionals covering profile setup, categories, services, photos, reviews, local visi…

A readiness system for EFIN monitoring: what to watch, when, and what evidence to keep — built around the 2025-tax-year / 2026-filing-sea…

A structured manual-build implementation system for WF01-WF16 in GoHighLevel: build contracts, operator procedures, acceptance criteria, …

A practitioner reference for dependency, EITC, CTC/ACTC/ODC, Head of Household, AOTC, Form 8862 and 8867 integration, documentation stand…

A practitioner guide to bank products and refund funding: decision tree, provider comparison matrix, enrollment and contract/fee review, …

The client-side operating kit: service-fit questionnaire, acceptance/decline records, engagement letters with amendments, master intake, …

A structured launch system for a tax office: 90-day launch checklist, entity-structure decision worksheet, registration and license track…

A buyer's guide for tax software and service bureaus: due-diligence checklists, fee-stack disclosure worksheets, contract red-flag review…

A tax-practice implementation guide for TaxDome: pipelines, tasks, client portals, and automation mapped to preparation workflows.

A full-lifecycle real-estate tax system covering acquisition basis, depreciation, passive losses, REPS, entities, K-1s, refinances, repai…

A rental and royalty reporting system covering property intake, income and expenses, depreciation, passive activity limits, real-estate p…

A workflow-driven guide for classifying short-term rentals, deciding Schedule E versus Schedule C, testing material participation and per…

A focused practitioner system for determining Form 8881 eligibility, startup-cost credits, auto-enrollment credits, employer-contribution…

A practitioner guide to SEP, SIMPLE, solo 401(k), employer plans, deductions, deadlines, owner planning, contribution coordination, and r…

A plain-language security guide for tax practices: where firm data lives, the security workflow, and incident response at a glance — the …

A guided DIY WISP implementation kit for tax practices that want more than a template: worksheets, logs, risk tools, incident records, an…

The premium WISP operating-and-evidence system for tax practices: governance, risk assessment, safeguards, testing, vendors, incident res…

A practical starter WISP template built specifically for smaller tax practices that want a basic written plan without a full implementati…

Guided implementation: you complete an intake; we help populate and organize the WISP system around your practice and return a tailored i…

A free tax-practice WISP diagnostic that helps preparers identify missing security-program elements before choosing or building a full Wr…

A practical tax-preparation system for reconciling 1099-K/NEC and platform income, separating personal and business spending, documenting…

A QBI deduction system for SSTB screening, taxable-income thresholds, W-2 wage and UBIA limits, aggregation, loss carryforwards, REIT/PTP…

A sole-proprietor preparation system for reconciling 1099s and cash receipts, classifying expenses, handling vehicles and home office, co…

A professional desk reference for obtaining, decoding, reconciling, documenting, and resolving issues found in IRS transcripts and Social…

A repeatable professional framework for rebuilding income, expenses, basis, depreciation, and prior-year tax positions when records are m…

A structured 12-module self-study course that teaches the federal individual-return foundation through worked examples, realistic scenari…