Audit Assistance Plan

• IRS letters, even if the issue that they are raising is incorrect, must be timely responded and proper information filed.
• Hiring a professional can cost, depending on the complexity of the issue at hand, anywhere from $3,500 to $10,000.
• Given that the answers are time-sensitive, taxpayers do not have a lot of time to interview and select the right professional when the issue arises.
• By getting our plan, you can rest assured that you will be properly represented in a timely manner should the IRS decides to audit your return.

The program offers all services related to responding a letter from the IRS for the tax year for which protection was contracted. These services include, but are not limited to:

• Evaluation of all related IRS and/or State correspondence.
• Professional IRS and/or State document review, consultation and organization.
• Drafting of letters and other necessary correspondence with the IRS and/or State as needed.
• Assistance with telephone communication with the IRS and/or State agent for explanations and discussions during the audit process.
• Assistance with all IRS forms including schedules A, C, and E (some exclusions may apply).
• Assistance with denied credits, including: Earned Income Credit, Child and Dependent Care Credit, Education Credits, Child Tax Credit, Additional Child Tax Credit, Adoption Credit, Credit for the Elderly or Disabled, Savers Credit.
• Assistance with rejected W-7 applications.
• Assistance with IRS and/or State Identity Theft.

The protection will last for as long as the IRS can put a claim on the specific return you are contracting protection for. This is usually a period of three years starting on the day you file your taxes.

No. Even though you may choose to do so, most of our customers issue a power of attorney for one of our professionals to represent them, thus avoiding having to spend hours on the phone or in in-person meetings.