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1040 CLIENT PROTECTION FOR NOTICES, AUDITS, AND ID THEFT

I shield my clients from IRS notices, audits, and ID theft to give them peace of mind all year long

Or call our team of specialists at 844-818-5434.
client and pro discussing Protection Plus

Actually, you can buy peace-of-mind

When you provide the firm-level program to all of your 1040 individual clients for just $10 per return*, you and your clients can enjoy peace of mind all year long. We’ve partnered with an experienced team of CPAs and EAs from Tax Protection Plus who are on your side to handle situations when your clients receive notices from the IRS or state agencies, get audited or become the victims of identity theft.

Notices and audit assistance

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Our bilingual (English and Spanish) team of experienced EA and CPA case resolution specialists provides personalized support if a client receives a notice from the IRS or state, or gets audited. They'll help your clients:

  • Interpret letters from the IRS and the state, and help with correspondence
  • Give guidance on next steps and representation as necessary
  • Research the statuses of returns with the IRS
  • Reconcile CP2000s and other inquiry letters
  • Address issues with IRS forms including Schedules A, C, and E
  • Assist with denied credits
  • Resolve tax debts and rejected ITINs

Identity theft restoration

We cover your clients with comprehensive identity theft restoration services, including:

  • 24/7 access to identity theft restoration advocates
  • Notifications to banks and agencies if other forms of ID were stolen
  • Fraud alerts on credit records
  • Daily credit monitoring from all three bureaus for 6 months after ID theft has been reported

How it works


Client receives a notice

Your client receives a notice from the IRS or state taxation agency. They hit the panic button and call you, their tax professional.

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You notify Tax Protection Plus

You're in charge. So offload the tedious tasks, but maintain control of the process. Tax Protection Plus works with you and your clients as much or as little or as you prefer.

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Your tax specialist goes to work

Your assigned tax specialist analyzes the issue(s) and assemble required documentation. They’ll formulate a plan to get things resolved in your client’s favor.

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The case is resolved

Your expert will make phone calls, wait on hold for answers, and work with all parties involved until the audit or notice is resolved - no matter how long it takes.

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Invest in your business today with Protection Plus

MOST POPULAR

Firm-level

Peace of mind for all your 1040 clients

$10
per 1040 return

Available to Lacerte, ProConnect and ProSeries – must cover all of your 1040 clients

Entrust unfamiliar work to seasoned credentialed experts

Offer more value to clients without extra work

Fee is paid by the preparer but can be offset by tax preparation fees

Get a quick consultation

Per-return

Cover selected 1040 clients

$44.95
per 1040 return

Available for ProSeries only

Includes the same audit and notice protection and identity theft restoration benefits as the firm-level offering

Fee is paid by the client; can be paid using Pay-by-Return

Learn more

Call 844-818-5434 to consult with an expert today. Ready to enroll?

Give your clients even more confidence

Our free Protection Plus Marketing Kit gives clients one more reason to choose your practice. (It’s available in English & Spanish)

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Give a certificate of membership to every 1040 individual client after enrolling, so they know they’re covered and how to reach our team of specialists.

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Add a seal to every client’s copy of their return to remind them that they’re protected even after e-file completion.

Still have questions?

Attend a free webinar

Learn how Protection Plus can save you time and money, and give your clients peace of mind. Join us live or watch a recorded session.

View all webinars

Visit the FAQ page

Get the answers to the most common questions we’re asked.

Read the FAQs

Let’s connect to find out if Protection Plus is the right fit for your practice.

Complete the form to schedule an appointment. Or you can always call us at 844-818-5434.

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After you send this completed form, you’ll also have the option to choose a date and time for your 15-minute consultation with an expert.

FAQs

How Firm-level Protection Plus works

Coverage details for notices and audits

Coverage Details for identity theft restoration

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