Tax Audit Defense Program

Palm Beach Tax Group Inc has partnered with Tax Protection Plus to provide your 1040 tax return with their Audit Assistance services providing the following benefits:

Tax Notices Unlimited help resolving federal and state audits and inquiries

ID Theft Assistance Comprehensive, personalized recovery services for identity theft incidents

Tax Prep Guarantee Reimbursement for added expenses incurred due to errors up to $2500

Tax Debt Relief Help with identifying and resolving debt owed to the taxing authorities

Inasmuch, we may still act as your representative and point of contact.  Tax Protection Plus will be a professional partner to help us better serve our clients more efficiently and efficiently.  Please contact us with any quesitons.


Services provided by Tax Protection Plus (“Company”) under the Program:

From the date the IRS or state (if applicable) has acknowledged transmission of your Return and Company receives payment of the Company Program Fee and for a period of three (3) years (for Federal Returns) and four (4) years (for state Returns) after the April filing deadline for the Return (the Membership Term), if the IRS or state audits or issues a letter or notice regarding the Taxpayer’s Return, Company will provide the Taxpayer with the following services to be performed exclusively by Company representatives for up to $1,000,000.00 in service fees at Company’s then current retail rate structure for such services (collectively, the “Services”):

Evaluation of all related IRS and/or state correspondence.

Explanation of case requirements and the available options.

Professional IRS and/or state document review, consultation and organization.

Drafting of letters and other necessary correspondence with the IRS and/or state as needed.

Assistance with telephone communication with the IRS and/or state agent for explanations and discussions during the audit process.

Assistance with all IRS forms unless excluded below in section 3.

Assistance with denied credits, including: Earned Income Credit, Child and Dependent Care Credit, 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 and/or state Identity Theft

Tax debt relief including but not limited to Installment Agreements, Offers in Compromise, Tax Penalty Abatement, Tax Liens, Wage Garnishment Relief, and Innocent Spouse Relief provided that Taxpayer meets all guidelines for approval of the applicable debt relief and pays all associated governmental fees. Note: Taxpayers with unpaid prior tax debt may not qualify for assistance with some or all tax debt relief option, including but not limited to Offers in Compromise.

Representation before the IRS or state taxing authority by a credentialed Company representative, when Company, in its sole discretion, determines such representation is necessary.

Legal representation in a federal or state tax court by a Company appointed tax attorney, when Company, in its sole discretion, determines such legal representation is the most advisable option.

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.


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

Non-Resident returns.

Returns other than individual 1040 and 1040SR and state Returns including, but not limited to, corporate, partnership, trust, estate, gift and employment returns.

Returns in which the Taxpayer, Tax Preparer or ERO had knowledge of additional taxes owed as of the date Taxpayer enrolled in the Program.

Returns prepared with Negligence, recklessness, intentional misrepresentation or fraud.

Local, city and county tax returns.

Returns that have become subject to IRS or state criminal investigations.

Inquiries and/or notices 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 tax or gift tax.

Inquiries and/or notices 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 railroad retirement tax withheld.

When there is a lack of clarity from the IRS and/or state taxing authorities, we may not be able to provide complete assistance.

Any services performed by any individual or company other than the Services performed by Company or a Company appointed representative.

Taxpayer Responsibilities:

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

Contact the IRS and/or state (with the assistance of Company) per the audit notice received to request an extension of the deadline for responding,

Notify Company of any IRS and/or state correspondence or notice regarding the Return within thirty (30) 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.

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