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Protection Plus

I cover my clients in case of

audits, notices or ID theft
Add a layer of protection for your 1040 clients from a team of CPAs and EAs.
Call 844-818-5434 to consult with an expert today. Ready to enroll?

so we can all

live life with less worry

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 started

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

Want to learn more? Fill out this form and a specialist will reach out to you.

Call us.

Contact us today at 833-690-5899 to talk to a specialist.

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FAQs

How Firm-level Protection Plus works

What do I do if a client receives a letter or has an identity theft problem?

How does Protection Plus handle a notice or audit?

Will Protection Plus receive my clients' information?

Who will assist my clients with a notice or audit?

Is there assistance in Spanish?

What happens if my client is subject to a very lengthy/complicated audit - will Tax Protection Plus stop working with them at some point?

How do Intuit and Tax Protection Plus support me in highlighting the benefits of Protection Plus to my clients?

What information do my clients receive about the program?

Does my client have to sign the 7216?

Coverage details for notices and audits

What if my client receives a letter from the IRS or a state agency in a few years?

Does this service cover returns I filed for the clients in previous tax years?

Does the service assist with state notices and audits?

Does the service assist with local/city notices and audits?

Does Protection Plus cover business returns?

Are extension returns included?

How long is my client covered in the event of notices, letters and audits of the 1040 return?

Coverage Details for Identity Theft Restoration

How long is my client covered in the event of an identity theft?

Does this service cover everyone on the 1040 tax return?

What services are included with the Identity Theft Restoration?

Billing

Do I have to buy it for all my clients?

Do I have to pay for all of them at once?

Will the $10 come out of my client’s refund if they use Pay by Refund (PBR)?

Am I charged for dependent returns?

Am I billed twice for amended returns?