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.