Intuit Accountants just released the first-annual 2022 Taxpayer Insights & Intelligence Brief.

Per-return pricing

(available only on Intuit ProSeries Tax)

Cover selected clients for $44.95* per 1040 return and get all the benefits Protection Plus has to offer.

Enroll all of your clients for only $10 per 1040 return and give all your clients some peace of mind.

Learn more about Firm-level Protection Plus

A simple solution to a complex concern

No one wants to deal with a tax notice, audit, or identity theft issue. The complexity of untangling these challenging situations can be daunting and time consuming. Now there’s an affordable solution to help your clients navigate the process with ease and confidence. It’s free for tax professionals and just $44.95 for your clients. Give your clients peace of mind with Protection Plus. Offered by Tax Protection Plus.

Assistance with audits and notices

Personalized assistance for you and your clients in the event they receive a notice from a taxing authority with up to $2,500 reimbursement due to tax preparer error^*

Evaluation and drafting of IRS correspondence as needed
Communication with the IRS
Explanation of case requirements and available options
Assistance with denied credits when tax return is unfunded

Identity theft restoration assistance

Expert assistance with identity theft incidents even if the incident was related to taxes

24/7 access to Identity Theft Restoration Assistance Advocates
Notification to banks & agencies if other forms of ID were stolen
Fraud alerts on credit records after an incident
Daily credit monitoring from all three bureaus for 6 months

Benefits of using Protection Plus

Support your clients’ financial well-being

Fines, credit issues, and loss of financial assets are all real concerns. The cost of time lost in resolving the issue can be significant as well. Support your clients by offering them a simple solution to navigate the process efficiently.

Save time

Resolving audit and identity theft issues can involve many hours on the phone and collecting documents from government and banking entities. Let the experts at Tax Protection Plus save you and your clients time and manage some of the details for you.

Flexible support

Offload the tedious tasks, but maintain control. Tax Protection Plus will work with you and your clients as little or as much as you prefer.

Confidence for you and your clients

The looming concern of an audit or identity theft can be as bothersome as the event itself. Give clients the peace of mind that they will have the guidance and assistance they need in these events. And you can rest easy yourself, knowing that preparer error is reimbursed up to $2,500.

Pay-by-Refund + Protection Plus

Offer clients convenient payment options

With Pay-by-Refund, clients can add Protection Plus with “no money out of pocket”. Both the client's flat bank setup fee on federal returns, plus the Protection Plus fee are paid directly from their refund.

Learn more about Pay-by-Refund

Ready to offer Protection Plus coverage to clients?

Click the button below and select Per-return during registration.

- 1. Protection Plus is a registered trademark of Tax Protection Plus, LLC.
- 2. Subject to the terms, conditions, limitations and exclusions outlined in the Tax Reimbursement Program Membership Agreement.
- 3. Protection Plus membership may be cancelled for any reason provided that Tax Protection Plus is notified in writing at Tax Protection Plus, PO Box 24279, Winston Salem, NC 27114 or by phone (866-942-8348), within the first 30 days of tax payer’s membership. Exclusions apply.
- 4. EXCLUSIONS: Not included or covered with Protection Plus services are Non-resident federal returns; returns other than individual 1040, including corporate, partnership, trust, estate, gift, and employment returns; Returns in which the taxpayer or preparer had knowledge of additional taxes owed as of the date of enrollment in the Protection Plus program; Returns prepared with gross negligence, recklessness, intentional misrepresentation or fraud; Local, city, and county returns; Returns that have become subject to IRS criminal investigations; IRS inquiries related to returns that address foreign income, flow-through entities (partnership and s-corporates as reported on Schedule K), court awards and damages, bartering income, cancelled debt, estate, and gift tax; Foreign tax credit, plug-in electric vehicle credit, residential energy efficient property credit, mortgage interest credit, credit to holders of tax credit bonds, health coverage tax credit, “Credit” for prior year minimum tax or excess Social Security tax or railroad retirement tax withheld; IRS inquiries and audits related to the Affordable Care Act or federal or state Economic Impact Stimulus Payments. Tax debt audit assistance requires that Taxpayer meet all IRS guidelines for approval and pay all associated governmental fees.
- 5. Using Pay-by-Refund to pay for the Protection Plus membership fee is not available in Lacerte or ProConnect Tax Online. Clients that use Pay-by-Refund and enroll in Protection Plus must pay for their TPP membership fees at the time of tax preparation.