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Due Diligence Manager SOP + Approval Checklist and maximize lifetime value withoutAudit Defensible Review System for Tax Office Managers Running a tax office means one weak set of preparer notes can expose your entire firm to IRS penalties even if the return is technically correct. This Manager Due Diligence SOP + Checklist gives you a clear, repeatable, IRS defensible system for approving or declining returns based on preparer notes, exactly the way IRS revenue agents evaluate compliance. This is not theory. This is audit tested,
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