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What you need to do if you are Claiming Tax Credits.

Updated: Nov 6, 2019


Mark Tremblay | President

You may be affected by IRS regulations if you will be filing for the Earned Income Tax Credit, Child Tax Credit, Additional Child Tax Credit, American Opportunity Tax Credit or Filing as Head of Household.


IRS Due Diligence rules require you to provide tax preparers with full and accurate information (regarding children, marital status, etc.). In addition, these rules require us to ask you additional questions if anything is unclear in order to determine your eligibility.


What is behind the new rules

The IRS has stepped up its efforts to ensure only those eligible receive credits. That means more paperwork and diligence on the part of tax payers and tax preparers alike.

Why is this worth it?


  • The extra diligence satisfies IRS requirements and helps ensure that only qualified taxpayers receive tax credits.

  • A properly documented claim can avoid triggering an IRS audit or incurring penalties for tax preparers and taxpayers alike.

  • It’s the right thing to do.


Use our handy checklists


We’ve made it easy to gather information and document your claim: Proof of a child’s age and residency Earned Income Tax Credit Child Tax Credit and Additional Child Tax Credit American Opportunity Tax Credit


Get Answers to Common Questions


Q & A


Due Diligence at EP Tremblay


Clients are our first priority, and that includes ensuring that your tax return is always prepared accurately to meet the latest IRS requirements.

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E.P. Tremblay
35 Bowker Terrace
Somerset, MA 02726
Phone: 508-675-7557

Fax: 508-567-1196.

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