Protection Plus

Protection Plus:

1) $1 Million Tax Audit Defense™

With the guidance of our experienced EAs and CPAs, we'll efficiently resolve any tax notice, audit, or inquiry your clients may receive. We can handle all the communication with the taxing authority, collect and organize documents, and even communicate with your clients if you prefer.

2) Identity Theft Restoration

Whether tax-related or not, we'll assist your clients in restoring their identity if they suspect they've been a victim of identity theft. Upon notifying our team, we'll assign your client a Privacy Advocate that will take immediate action to help resolve the issue.

3) $2,500 Tax Preparation Guarantee

Your clients can file with complete confidence knowing they'll be covered in case of any oversight. If a legitimate error is made in the preparation of a taxpayer's return, we'll provide reimbursement for any additional penalties, fees, and interest up to $2,500.*

*Subject to the terms, conditions, limitations, and exclusions outlined in the Tax Reimbursement Program Terms and Conditions.

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