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Busy season due diligence comes down to what you don't know

Mar 21, 2019 · 3 min read · AICPA & CIMA Insights Blog

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As busy season looms, CPAs face the daunting task of ensuring compliance while managing client expectations. Armed with due diligence tips for CPAs, an understanding of client recordkeeping, and the effective use of a tax organizer, professionals can navigate IRS regulations and Form 8867 requirements with ease. The AICPA Tax Section is an invaluable ally, providing resources and guidance to uphold busy season compliance, ensuring CPAs can deliver exceptional service without compromising on accuracy or efficiency.

Educate clients about proper

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