1040 CLIENT PROTECTION FOR NOTICES, AUDITS, AND ID THEFT

Either you or the taxpayer can reach out to Protection Plus directly at (866) 942-8348. You are in charge of deciding if the client works directly with Protection Plus or if they are there only to work with you. If there is a tax issue, you will generally need to provide a copy of the notice and the tax return. For identity theft incidents, the client that suffered the incident will have to talk to an identity theft representative about the situation to determine next steps.

If your client receives a notice, you or the client can call Protection Plus. They will generally want to see a copy of the notice and a copy of the return before making any recommendations, so you will provide those two documents using a secure portal. From there the case resolution specialist assigned to your case will analyze the situation and offer recommendations going forward. If there is an opportunity to improve the taxpayer’s situation, Protection Plus will generally request copies of relevant income/expense/other verification documents so they can assemble a professional portfolio. They will write a cover letter to explain the situation and the documents included in the portfolio, and let you approve of what they are sending before mailing it to the appropriate agency.

No, Protection Plus will only receive the number of 1040s you complete for billing purposes. Your clients' information is kept completely confidential unless and until they wish to receive help from Protection Plus.

All of Protection Plus’ case specialists are licensed Enrolled Agents (EAs), Certified Public Accountants (CPAs), or Tax Attorneys. You decide if your clients work directly with Tax Protection Plus, or if you are the only one who works directly with your client and leverage the assistance of the Protection Plus team on the back end.

Yes. Protection Plus has Case Resolution specialists who speak Spanish. In addition, there are client-facing materials describing the details of the service in Spanish.

No. Tax Protection Plus will provide audit coverage regardless of how long or complicated the audit is. Tax Protection Plus will even go to tax court, and can assist with any notice or audit until that point.

Upon enrolling, Tax Protection Plus will send you a marketing kit that includes client-facing materials and information to share with both prospective and current clients.

With the firm-level program, the Protection Plus Member Agreement and a 7216 for disclosure will print out with every 1040 return that you file. The member agreement should be provided to your clients and you should have the client sign the 7216.

Protection Plus services cover notices received about this tax return for three full years from the April filing deadline of the covered tax year.

No. Protection Plus will only help with returns that are originally filed in the Tax Year for which you are enrolled.

Yes.

No.

No, Protection Plus is only included for 1040 returns. You will not be charged for business returns and those returns will not have access to the services. Protection Plus will assist with notices pertaining to Schedule C.

All returns filed through the end of the October extension deadline are included with the firm-level program.  You will not be billed until the actual 1040 return (not the request for extension) is filed.

From the time the return is filed, lasting three years after the April filing deadline of the covered tax year.

For one year after the return is filed and the preparer has paid the fee to cover the client’s return.

Yes, Identity Theft Restoration covers spouses and dependents listed on the covered return.

Doing the work to restore the clients’ identities and delivering peace of mind from start to finish. This includes:

1. Placing phone calls, sending electronic notifications, preparing appropriate documentation on the client’s behalf
2. Drafting dispute letters, issuing fraud alerts with the consumer credit reporting agencies, submitting ID theft affidavits to creditors
3. Contacting and following up with affected agencies, creditors, financial institutions
4. Assisting in notifying law enforcement, DMV, and other agencies
5. Providing daily identity monitoring with all 3 credit bureaus for 6 months after the identity theft

Yes, to receive the firm level price of $10 per return the program has to be purchased for all 1040 returns that you file. Many tax professionals increase their tax preparation fee by $10 or more to offset that cost.

No, you will be billed every other week through tax season and then monthly until the end of October. There is no fee at the time of registration.

No. With the firm-level program, your office is billed $10 for every return that is filed.

Yes, Protection Plus is included for all 1040 returns that you file. These returns can still have identity theft and tax related issues, so they are included with the program.

No, you are only billed when the initial return is filed.