8867 Due Diligence Aid

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  • Earl
    Senior Member
    • Mar 2006
    • 249

    #16
    8867Aid

    Would like to have one. Can never have too many resources.

    erfrostick@gmail.com

    Comment

    • b52bomer
      Junior Member
      • Mar 2013
      • 8

      #17
      Please send me a copy of your questionniar sjtbtax@suddenlink.net

      Originally posted by Twin Turbo Z
      We came up with a due diligence aid / (client questionnaire) that compiled some info I found on various forums and what we felt was good for us and our clientele. If anyone is interested in the pdf file, just pm me your email and I will send a copy to you. This is by no means an end all form, but an aid. Feel free to PM me any comments. I also have it in MSWord format if one would like to make changes to it to conform to their practice. Have a great day. Oh yeah, bear with me, I will try to check PM's daily. But it may be every other day or so. Have a great season.
      Please send me a copy of your questionniar sjtbtax@suddenlink.net

      Comment

      • b52bomer
        Junior Member
        • Mar 2013
        • 8

        #18
        please send me a copy including the word doc. sjtbtax@suddenlink.net

        Comment

        • Taxes86
          Junior Member
          • Jan 2017
          • 3

          #19
          robert@hfnellc.com thx

          [QUOTE=Twin Turbo Z;184074]So I called the Practitioner Hotline today to try and get some answers to a few questions. Was told 15 - 30 minute wait time. One hour later the **** thing said wait time of 30 - 60 more minutes. Then 14 minutes later it just cut me off. I am so pissed off !!! Wish I had some valium !!![/QUOTE

          Comment

          • Lion
            Senior Member
            • Jun 2005
            • 4698

            #20
            I already PM'd you as you requested, but just in case you're looking at all these requests and not your PMs...you'll find my email address in your PMs.

            Comment

            • S T
              Senior Member
              • Jun 2005
              • 5053

              #21
              I PM'd as well, as I did not want my email on the Forum. Mike responded.

              Welcome Mike to the TMI Board and thanks so much for sharing!

              Sandy

              Comment

              • Twin Turbo Z
                Senior Member
                • Feb 2014
                • 372

                #22
                I made some subtle changes to the form concerning the 8332 questions. Clarified the "divorce decree" part. Added a post 84 / pre 09 line. Thanks to all who offered feedback.

                Comment

                • Lion
                  Senior Member
                  • Jun 2005
                  • 4698

                  #23
                  I didn't receive your form. Would you please resend. My email is in your PMs. Thank you very much for sharing.

                  Comment

                  • Thomask
                    Junior Member
                    • Feb 2016
                    • 3

                    #24
                    Would also like a copy in Word thomask552@hotmail.com

                    Comment

                    • bekzm
                      Senior Member
                      • Jan 2008
                      • 155

                      #25
                      A copy please

                      A copy of your 8867 Due Diligence.

                      Thank you

                      dbeasley415@gmail.com

                      Comment

                      • liberty
                        Member
                        • Dec 2009
                        • 79

                        #26
                        8867

                        I would love to have a copy.
                        chenschuh@gmail.com

                        Comment

                        • Burke
                          Senior Member
                          • Jan 2008
                          • 7068

                          #27
                          Would prefer having your email address as opposed to posting mine on a public forum.

                          Comment

                          • Twin Turbo Z
                            Senior Member
                            • Feb 2014
                            • 372

                            #28
                            Originally posted by Burke
                            Would prefer having your email address as opposed to posting mine on a public forum.
                            PM me. No one will see it.

                            Comment

                            • kbrelsford
                              Junior Member
                              • Feb 2017
                              • 1

                              #29
                              Me Too

                              I would like a Word doc please. Thanks for doing this.

                              karen@jkassociatestax.com

                              Comment

                              • mytaxman2
                                Junior Member
                                • Apr 2016
                                • 3

                                #30
                                Please send me the document

                                PLEASE SEND THE DOCUMENT REGARDING DUE DILIGENCE AID.

                                DAVID KAHN

                                mytaxman2@gmail.com

                                THANKS IN ADVANCE

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