If you were to receive a Notice from the IRS, do you know how to respond?
Last year the IRS sent out 170 million notices, many of them generated by AI and were incorrect. Even when your tax return has been carefully and professionally prepared by us, the IRS still issues notices for all kinds of reasons. Most of these, right or wrong, have to be formally responded to. The Client Care Package includes IRS/State Notice & correspondence responses. Of course, if we make an error, we will correct the issue and take responsibility for any penalties or actions with the IRS.
The Client Care Package also includes Audit Protection…
Our Client Care Package includes Audit Protection as well. We’ll protect you from ever having to deal with the tax authorities by yourself in case you get a notice from the IRS. And if you are ever summoned to meet with an IRS agent in person, we’ll attend on your behalf!
Alternative Option to the Client Care Package…
Without our Audit Protection coverage in place, receiving an audit notification can cost you anywhere from $3,500 to $10,000 and up to have a licensed tax professional defend you in an audit. Here are the facts: The IRS sent out more than 170 million automated notices last year. When you receive a letter from the IRS, they will claim you owe them money or claim you didn’t report something properly, which you will have to defend, because with the IRS you are guilty until proven innocent. They have the power to levy your bank accounts and garnish your wages without a court order!
The Client Care Package Will Save You Time and Money …
And peace of mind. For a small annual fee that’s added to your tax preparation invoice, we’ll shield and protect you from ever having to deal with the tax authorities by yourself in the event you get a notice from the IRS or state tax authorities questioning an item on your return. And if you ever have to meet with an agent in person, we’ll attend the meeting on your behalf. You have the option to “opt out” of the plan if you choose; otherwise, you can agree to the protection by paying the fee before we file your return. But if you choose to “opt out” of the Client Care Package, you will be charged our usual hourly rates to handle any and all notices you receive from the IRS or State questioning items on your return.
Frequently Asked Questions
What happens when I receive an audit notice?
As soon as you receive a CP 2000 notice or audit letter from the IRS or State, give us a call immediately so we can start resolving the matter.
How long will you defend my return?
We will defend your current year tax return for as long as it can be audited (generally three years).
Will you offer this plan every year?
Yes. We plan to continue to offer our Client Care Package every year.
What happens if I don’t file on time?
Your Client Care Package covers tax returns that were filed late.
What happens if I need to file an extension?
Every tax return covered under the Client Care Package, including extensions, is covered.
Is my amended return eligible for protection?
Yes. Amended returns are also covered under your Client Care Package. There will be an additional charge in Basic & Silver plans for the preparation of the amended return itself.
What if I have multiple state returns?
All related state returns are also covered under the Client Care Package Plan.
What is your guarantee?
You may cancel your Client Care Package, which includes the Audit Protection Plan, for any reason within 30 days of signing up.
Can I purchase a Client Care Package Plan
for any type of tax return?
You can purchase a Client Care Package Plan for
the following types of tax returns:
- Form 1040 – Individual
- Form 1120 or 1120S – Corporation
- Form 1065 – LLC/Partnership
- Form 1041 – Trust and Estate
Your Client Care Package Also Includes Tax Identity Fraud Recovery …
Tax Identity Fraud is on the rise. In the past two years alone, more than 1,900,000 Americans had their tax identity stolen, with $7.6 billion that was fraudulently claimed. So, yes, it happens a lot more than you realize. How are you supposed to prove that you are you? The Client Care Package will give you full tax identity recovery and audit representation protection if you get any notice from the IRS or State. It will shield you from the time, money, and frustration you will undergo if you try to resolve these issues on your own.