Prevent the penalty. Survive the audit. Prove it on your own files.

4 CE hours · 2 courses · 6-part fillable toolkit

Two IRS-approved courses plus a fillable toolkit that turns them into a working office system, including a self-review kit to score your own files before the IRS does.

Includes Preparer Due Diligence (DD-01) and Surviving a Due Diligence Audit (DD-02), totaling 4 federal tax law CE hours, their two course books, and six fillable PDF downloads:

01 Start Here: Pack Guide and Walkthrough

02 Client Interview and Eligibility Worksheets

03 Form 8867 and Pre-Filing Checklists

04 Documentation and Compliance Templates

05 IRS Audit Response Toolkit

06 File Self-Review Kit

File Self-Review Kit: Grade any covered return you prepared using Mastery Tax's 100-point educational checklist mapped to preparer due diligence requirements. You get a percentage score; a result of Audit Ready, Pass with Gaps, At Risk, or Fail; a status for each credit; an estimate of your penalty exposure; and a fix list tied to the right worksheet. Use it once to see where you stand, then on a sample of files every season.

This is a fully self-serve bundle. No coaching replay or client-file review service is included. The toolkit is an educational self-assessment, not an IRS determination, and does not carry separate CE credit. The 4 CE hours come from completing the two courses and passing their required exams.

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