Audit Protection Plan

For many of us, receiving an IRS or state tax notice creates panic, confusion, and questions.  We understand that it can be extremely scary and overwhelming.  In order to be proactive instead of reactive, our office offers an audit protection program to ensure that you are protected and have a tax expert on call to handle any issues you may encounter.  We offer different levels of protection to suit your specific needs.  

Level 1: Silver Plan - 10% of tax preparation invoice

This plan includes the following: 

We will explain the notice* and develop a strategy for response.
Review your documentation before presenting it to any taxing authority.
We will professionally and promptly respond to a notice* from the IRS or State related to the current year's tax return. 

Level 2: Gold Plan - 15% of tax preparation invoice

This plan includes the following: 

We will explain up to 3 notices and develop a strategy for response.
Review your documentation before presenting it to any taxing authority.
We will professionally and promptly respond to 3 notices from the IRS and State related to the current year's tax return. 
Review your account transcripts for any potential penalty abatements for past tax years. 
3 hours of representation and defense of an IRS or state income tax audit.

Level 3: Platinum Plan - 20% of tax preparation invoice 

This plan includes the following: 

We will explain the notice and develop a strategy for response.
Review your documentation before presenting it to any taxing authority.
We will professionally and promptly respond to notices from the IRS and State related to the current year's tax return. 
Review your account transcripts for any potential penalty abatements for past tax years. 
5 hours of representation and defense of an IRS or state income tax audit.
Priority Appointments - scheduled within the same week whenever possible. 

*Disclaimer - The audit program will only cover the tax year in which it is purchased.  It can only be purchased as a supplemental to tax preparation and cannot be purchased separately.  If the representation exceeds the amount of time included, you will be billed at our hourly rate.  Please see the acknowledgment form for further information.

*Level 1 - only includes a response to 1 notice. 

*Appeals are not covered by any of the plans.


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