Tax Audit Defense Frequently Asked Questions

Do you review my tax return before you accept my membership?

No.

Do you have a "satisfaction guarantee"?

Yes, you may cancel any of our plans appropriate for purchase before you receive an audit notice for any reason within 30 days of purchase for a full refund.

How long will you defend my tax return against audit?

For all "open tax years" on all covered plans.

What do you mean by "Open Tax Years"?

An "open tax year" relates to any tax year for which a taxpayer has filed a tax return that can still be questioned by federal or state income tax authorities. The IRS generally has 3 years (statute of limitations), from the date of filing, to audit your income tax return. However, once the audit door is open, if the IRS determines that you underreported your income by 25% or more they can go back 6 (six) years. If the IRS detects that fraud (Tax evasion) is involved they can go as far back as they like! The concept of the "open tax year" for state income tax agencies generally encompasses four years historically.

What happens if I amended my tax return after its deadline and THEN it gets audited?

If you first filed your tax return on time, including extensions, it is eligible for tax audit services whether or not you subsequently amended it.

Does it make any difference what my "filing status" is regarding purchasing, and being covered by, a tax audit defense membership?

No. It does not matter whether you file as any of the following: single, married filing a joint return, married filing a separate return, head of household, and qualifying widow(er) with dependent child. All filing statuses are protected under an Individual Membership.

How do you keep my tax information private?

As a member of one of our Audit Defense Membership Plans, your name, address, and any other personal information will not be disclosed or sold to anyone else. Only our Audit and Technical staff will have access to your tax information. View our Security and Privacy policy for more information.

What if I receive an AUDIT NOTICE or letter from the IRS or my state tax agency?

First, read the notice. Note to whom the notice is addressed. If it is to you, take a look at our sample notices to see which kind you received.

If you are a member of one of our Audit Defense Plans, you can report your notice to us on this website or call us at 800-410-2425. DO NOT call the IRS.

How fast should I contact you?

If you are a member of one of our Audit Defense Plans, contact us within five (5) days of receiving the notice because the IRS takes procedural advantage of deadlines and will use your delay against you. If you wait too long, you will harm our ability to help you, and ultimately, you may harm the outcome of your audit whether or not you were ultimately right or wrong about the original audit issue.

The IRS is calling. What do I do?

If you have an Audit Defense Membership Plan, report your notice to us on this website. Then tell the IRS that we are representing you and that we will call them.


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