Do you know what to do if your client gets audited?

Tax Audit Assistance is offered for one flat fee. Specific pricing and terms are described in the program terms.

Tax Audit Assistance is a service you can offer to your clients. Details about how to present it to your clients are described in the program terms.

Tax Audit Assistance covers your client's tax return for three full years.

Tax Audit Assistance helps your client understand IRS notices, gather and organize supporting documents, and prepare a response. Your client, or an authorized representative such as a CPA, enrolled agent, or attorney, communicates with the IRS. Coverage includes Schedule A and Schedule C at no additional charge.

A tax audit is usually triggered when the IRS identifies discrepancies, inconsistencies, or patterns outside normal filing trends - unreported income, unusually high deductions, excessive business expenses, or frequent filing errors. Most audits are generated automatically through IRS algorithms; others come from random selection or mismatches between taxpayer-submitted forms and employer-reported data.

Correspondence audit- conducted entirely by mail, usually requesting clarification or documentation for specific deductions or credits.
Office audit - the taxpayer visits an IRS office to discuss and verify details of the return.
Field audit - the most comprehensive, performed in person at the taxpayer's home or business, often with an in-depth review of financial records.

In recent years, fewer than 1% of individual returns have been audited. The odds rise when returns involve complex deductions, self-employment income, or earned income credits. Audits are rare, but their impact is significant - which is why coverage matters when a notice does arrive.

No one can guarantee audit avoidance, but you can reduce risk by maintaining accurate records, verifying client documentation, and filing returns that comply with the latest IRS requirements. Tax Audit Assistance ensures your clients are fully supported if the IRS does initiate a review.