Return Preparer Due Diligence Audits with Respect to Refundable Credits.

For most tax professionals, conducting due diligence is second nature, an automatic reflex much like breathing. Umbrella Tax & Financial Services partners with Goldin Peiser & Peiser a leading CPA firm based in Dallas, Tx. Together Umbrella and Goldin Peiser & Peiser have worked together to help develop training, process, and procedures that help our office owners and their staff stay compliant with the IRS due diligence requirements.