IRS Audit Assistance Protection

Audit Assistance Protection provided by Insogna CPA

We have partnered with Tax Protection Plus to provide your 1040 tax return with their Audit Assistance services providing the following benefits:

1. Tax Notices – Unlimited help resolving federal and state audits and inquiries
2. ID Theft Assistance – Comprehensive, personalized recovery services for identify theft incidents.
3. Tax Prep Guarantee – Reimbursement for added expenses incurred due to errors up to $2500
4. Tax Debt Relief – Help with identifying and resolving debt owed to the taxing authorities

Services:

Provided by Tax Protection Plus (the “Company”) are provided to you (the “Taxpayer”) from the date your Return is filed and for a period of three (3) years after the filing deadline of April 15 for the tax year preceding the year of enrollment (not including any extensions), if Taxpayer’s Return is audited by the IRS or the IRS denies any of the credits described in Section 2.7, Tax Protection Plus will provide Taxpayer with the following services (collectively, the “Services”):

• Evaluation of all related IRS correspondence.
• Explanation of claim requirements and the available options.
• Professional IRS document review, consultation and organization.
• Drafting of letters and other necessary correspondence with the IRS as needed.
• Assistance with telephone communication with the IRS agent for explanations and discussions during the audit process.
• Assistance with all IRS forms including schedules A, C, and E unless excluded below in section 3.
• Assistance with denied credits when the Return is unfunded, including: Earned Income Credit, Child and Dependent Care Credit (form 2441), Education Credits, Child Tax Credit, Additional Child Tax Credit, Adoption Credit, Credit for the Elderly or Disabled, Savers Credit.
• Assistance with rejected W-7 applications.
• Assistance with IRS Identity Theft
• Tax debt relief including but not limited to Installment Agreements, Offer in Compromise, Tax Penalty Abatement, Streamline Installment Agreements, Tax Liens, Wage Garnishment Relief, Innocent Spouse Relief provided that Taxpayer meets all IRS guidelines for approval of the applicable debt relief and pays all associated governmental fees.
• The Services are subject to change, modification, or substitution at any time without notice to the Member. In order to receive Services, a Member must access the services as instructed within the Membership materials provided and or through the member page of the Company Website

Exclusions:

The following types of tax returns and or IRS Inquiries are specifically excluded. Tax Protection Plus is under no obligation to provide the Taxpayer with the Services in connection with such returns and or IRS Inquiries:

• Non-Resident federal returns.
• Returns other than individual 1040 returns including, but not limited to, corporate, partnership, trust, estate, gift and employment returns.
• Returns in which the Taxpayer had knowledge of additional taxes owed as of the date Taxpayer enrolled in the 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 foreign income, flow-through entities (partnerships and S-corporations as reported on Schedule K),
• court awards and damages, bartering income, cancelled debt, estate and gift tax.
• IRS inquiries related to the following credits: 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, “Credit” for excess Social Security tax or railroad retirement tax withheld.
• Due to a lack of Clarity from the IRS on the Affordable Care Act, we may not be able to assist with all IRS inquiries and audits related to the Affordable Care Act

Taxpayer Responsibilities:

In order for Tax Protection Plus to be obligated to provide the Services to Taxpayer, the Taxpayer agrees to take the following actions:

• Contact the IRS (with the assistance of Company) per the audit notice received to request an extension of the deadline for responding,
• Notify Company of any IRS correspondence or notice regarding the Return within fifteen (15) days from the date of such notice along with a complete copy of the Return.
• Provide Company any further assistance or documents as requested that support claims made on the Return.
• Pay the Program Fee

Disclosure of Information: Taxpayer hereby agrees that his/her specific Taxpayer information, including all information that Taxpayer has disclosed to Insogna CPA PC or has been included on the Return, may be disclosed by Insogna CPA PC to Tax Protection Plus and used by Tax Protection Plus in the manner consistent with this Agreement.