Comprehensive IRS Curriculum
Full, professional, and IRS-aligned course for the 2025 Tax Year
In-Depth Learning Experience
Covering all due diligence areas including EITC, CTC, AOTC, and HOH
Modern IRS Mindset
Learn about AI screening, pattern recognition, and CNS Luxe Academy professionalism
About the Course
Welcome to the CNS Tax Academy's Due Diligence Mastery Course, designed to equip you with the knowledge and skills needed to excel in the 2026 Filing Season. This comprehensive curriculum covers all aspects of IRS-aligned due diligence, providing you with the tools to navigate the complexities of the tax landscape. Join us and elevate your expertise to ensure compliance and success.
Course Curriculum
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1
MODULE 1: Due Diligence Foundations for the Filing Season
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(Included in full purchase)
Lesson 1.1 – Understanding Due Diligence for the Upcoming Tax Year
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(Included in full purchase)
Lesson 1.2 – Why the IRS Sends Preparer Compliance Letters
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(Included in full purchase)
Lesson 1.3 – The Four Core Due Diligence Requirements
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(Included in full purchase)
Lesson 1.4 – Refundable Credits and Filing Statuses That Require Due Diligence
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(Included in full purchase)
Lesson 1.5 – Understanding Form 8867: The Paid Preparer Due Diligence Checklist
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(Included in full purchase)
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2
MODULE 2: Inside IRS Enforcement for the Filing Season
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(Included in full purchase)
Lesson 2.1 – How the IRS Uses Technology to Monitor Preparer Compliance
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(Included in full purchase)
Lesson 2.2 – High-Risk Return Profiles and IRS Red Flags
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(Included in full purchase)
Lesson 2.3 – How the IRS Builds a Compliance Profile for Your PTIN and EFIN
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(Included in full purchase)
Lesson 2.4 – Understanding IRS Preparer Compliance Letters and What They Mean
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(Included in full purchase)
Lesson 2.5 – Preventing IRS Compliance Letters Before They Happen
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(Included in full purchase)
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3
MODULE 3: Applying Due Diligence Requirements in Practice
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(Included in full purchase)
Lesson 3.1 – Eligibility Determination for the Upcoming Tax Year
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(Included in full purchase)
Lesson 3.2 – Computation Accuracy for the Upcoming Filing Season
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(Included in full purchase)
Lesson 3.3 – The Knowledge Requirement: Using Professional Judgment
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(Included in full purchase)
Lesson 3.4 – Recordkeeping Requirements: What to Keep and Why It Matters
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(Included in full purchase)
Lesson 3.5 – Due Diligence Case Studies: Correct vs. Incorrect Approaches
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(Included in full purchase)
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4
MODULE 4: Earned Income Credit (EIC) Due Diligence
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(Included in full purchase)
Lesson 4.1 – Understanding Earned Income Credit Eligibility
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(Included in full purchase)
Lesson 4.2 – Verifying Residency & Relationship for EIC Compliance
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(Included in full purchase)
Lesson 4.3 – Evaluating Earned Income: W-2 & Self-Employment Verification
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(Included in full purchase)
Lesson 4.4 – Identifying EIC Red Flags & High-Risk Situations
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(Included in full purchase)
Student Testimonials
Discover how our course has helped professionals like you excel in their due diligence practices.
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Las Vegas, NV
Finally, a course that makes Due Diligence feel simple! It covers everything from Client Intake Process to How to Handle IRS Compliance Letters in a way that actually makes sense.
Absolute Tax
The combination of text and imagery make the testimonial feel more personal and credible.
Working mom
Ready to Transform Your Practice?
Enroll now to gain exclusive access to the Due Diligence Mastery Course and take the next step towards mastering IRS compliance.
$197.00