Protection Plus


How it works

Bring the IRS tax audit letter and the tax return in question to a Tax Experts® office. A qualified Tax Experts® Tax Professional will help you through the audit process to resolve the issue. We can handle everything from simply submitting missing tax documents to representing you in front of an IRS examiner. Let us do the work for you.

IRS Tax Audit Protection

If you are a Protection Plus customer, we'll help you understand the position taken by the IRS or other taxing authority and assist you in preparing an audit response.

We can also help you if you did not have your tax return completed by the Tax Experts®. Please call your local office for a current fee schedule.

We'll help with your IRS tax audit by:

  • Reviewing the tax authority notice or inquiry and explain what it means

  • Researching issues involved

  • Assisting you in assembling documents and records for the tax audit

  • Reviewing the tax audit findings and explaining them to you

  • Explaining the appeal process and other options available to you in the event you disagree with the tax authority's findings

Tax Audit Protection

Protection Plus takes IRS tax audit help to the next level, where we provide one of our highly trained Enrolled Agents to represent and communicate with the taxing authority on your behalf in an audit proceeding.

Enrolled Agents are Tax Professionals who have demonstrated special competence in tax matters and can represent taxpayers before the IRS (qualified through the procedure outlined in IRS Circular 230).

IRS Tax Audit Representation includes all services from Protection Plus, including:

  • Communicating directly with the tax authority on your behalf

  • Answering questions for the taxing authority about the preparation of your tax return

  • Acting on and asserting arguments on your behalf

  • Challenging the tax authority's position, if necessary

  • Following up regarding any outstanding issues or further documentation that has been requested

  • Researching any issues that may come up during the IRS tax audit

  • Meeting again with the tax authority to resolve any further issues

  • Negotiating and settling claims with the tax authority

  • Assisting with the appeals process

A Letter of Engagement is required for all Protection Plus program support. Protection Plus support constitutes tax advice only. Consult your own attorney for legal advice. Additional fees and conditions apply. Power of Attorney required for Audit Representation Services. At participating offices.