2023 Due Diligence Questionnaire
* Submission of this questionnaire is not a binding contract for Azure Tax and Accounting LLC to provide services of any kind to you. You will be required to sign an Engagement Letter, which outlines our mutual responsibilities for tax preparation services.
Responses will be used to guide preparation of your income tax returns. Your thoughtful consideration of each question is appreciated!
By completing and submitting this questionnaire, you acknowledge that you have read and understand the above.
IRS regulations require paid tax preparers to perform a series of due diligence requirements for the Earned Income Credit, Child Tax Credit, American Opportunity Tax Credit, and Head of Household Filing Status. We believe you are/may be eligible for one or more of the credits or the filing status. As part of our engagement with you and to comply with these requirements, we ask all clients for whom returns are prepared that include these credits or filing status to answer the following due diligence questions.
