Tax Audit Defense & Identity Theft Restoration

Starting 2022, our individual (Form 1040) tax preparation services include the Tax Audit Defense and Identity Theft Restoration program to all our clients. The Audit Protection and Identity Theft Restoration is an add-on service that guarantees that a certified tax professionals will help a client understand communication from the IRS. They will also help the client to draft response letters, so you can deal with the audit efficiently, they will negotiate the issues with the tax authority and help to resolve the case. In case there are additional taxes or penalties assessed, the tax professional will work with you to find a resolution.

Tax Audit Defense Protection Plus:

With a simple phone call, taxpayers receive the assistance they need from one of our experienced tax professionals. The tax professional will work directly with the taxpayers and the IRS or state taxing authority to bring the matter to resolution as quickly as possible.

The tax professional will work to get denied credits such as Earned Income Tax Credits, Child Tax Credits, and Education Credits funded, and also assist in resolving issues related to ITIN (W-7) applications and Schedules.

When additional taxes, penalties, and interest are assessed, working with the IRS can be a confusing and stressful experience. The tax professional will work with taxpayers to find a resolution to their tax debts to the IRS.

1. Handling all communications, including letters and/or telephone calls with the IRS or State regarding the notices received.

2. Assigning the specific Case Resolution Tax Professional to manage the notice received.

3. Developing a strategy with you and then meeting or corresponding with the IRS or State on your behalf.

4. Negotiating with the IRS or State through Appeals and pre-litigation Appeals review prior to trial in Tax Court.

5. No settlement will be reached with the IRS or State without your final approval and consent.

Identity Theft Restoration

The identity theft solution provides the components necessary to restore identity and prevent future incidences of identity theft. All work done on client’s behalf is performed by qualified Privacy Advocates. Identity Theft solutions include the following.

Restoration Services

• Consult with client to determine the severity of the theft

• Contact the credit reporting agencies and obtain a free credit report

• Place fraud alerts on client’s credit records and obtain a list of creditors involved with the fraud

• Notify the appropriate bank or agency if other forms of identification (such as an ATM card, driver’s license, social security card, or passport) were stolen or are missing so that appropriate action can be taken and new forms issued

• Notify local authorities of the incident and help the client obtain necessary reports

• Assist with interpreting credit reports

• Provide daily credit monitoring from all three bureaus for six months to help prevent any further fraud

IRS Identity Theft

Unsuspecting taxpayers can have their tax returns stolen via identity fraud. Our professional will assist clients with filling out the paperwork the IRS requires to get their return successfully filed and protect against future incidents.

We will assist clients who experience problems in filing their tax return due to a suspected identity theft incident in the following ways:

• Interact with the IRS on your behalf

• Assist in completing all required paperwork to be submitted to the IRS

• Assist in getting their tax return successfully filed

• Assist in obtaining an IRS Identity Protection PIN to prevent a future event