Unlock Peace of Mind with Our Audit Protection Plan!

• Just $50 for a personal return
• Only $85 for a Partnership, S-Corporation, or Corporation

• Audit: Rest easy knowing that this refers to any review or examination by the IRS or State of your current year's 1040 income tax return. 
• Notice: Any communication from the IRS or State—be it written, over the phone, or electronic—indicating a query about your return is considered a Notice. But don’t worry; we’re here to help!
• Tax Identity Theft: If you ever receive a written communication from the IRS stating that it can't process your return because another has been filed in your name without your knowledge, this is classified as Tax Identity Theft. We’ve got your back against this threat!
• Acceptance Date: This is the moment your Audit Protection Plan kicks in, ensuring you’re covered when you need it.
• Statute of Limitations: This refers to the timeframe during which the IRS or State can audit your return—typically three years from filing for the IRS and about four years for States. Our coverage efficiently runs from the Acceptance Date until this period ends, protecting you all the way!
• Refund/Rescission Period: Enjoy a hassle-free thirty (30) days from your initial purchase to cancel for a full refund! After this period, your plan is in full effect, giving you access to our exclusive audit protection services. Please note that after the Refund/Rescission Period, the amount you have invested in your plan is considered fully earned and non-refundable. You deserve this peace of mind!
• Items Needed: To ensure we represent you effectively in case of a Notice, we’ll need a couple of items from you: i) the IRS or State Notice; and ii) a completed and signed IRS Form 2848 (Power of Attorney) and/or IRS Form 8821 (Tax Information Authorization). 

Unlock Peace of Mind with Our Audit Protection Plans!

• Expert Representation:  We’ll respond promptly to any additional information requests and written tax notices from the IRS, State, or local tax authorities, ensuring you’re always covered.
• Audit Defense:  Should you face an IRS or State Income Tax Audit; we’ve got your back! Enjoy up to 5 hours of audit representation at no extra cost—anything beyond that is just $250/hour!
• Extended Protection:  This safeguard kicks in as soon as you file your current year Form 1040 and stays active for a full 3 years, provided you remain a valued client of Robert W Lawrence, CPA PLLC.

• Our dedicated professionals stand ready to defend you in an audit of your current year 1040, 1065, 1120, or 1120S income tax return. With our guidance, you’ll benefit from:
• A personalized strategy to respond to the audit or notice.
• Comprehensive management of all communications with the IRS or State.
• Expert negotiation in Appeals to safeguard your interests.
• Settlements approved by you when it is time to resolve issues.
• Insight into strategies and options if additional taxes arise, particularly if you face payment challenges.

• Legal assistance in the Federal or State Court, or Tax Court is not included.
• We do not offer support for civil or criminal fraud cases.
• Our team won’t handle checkbook reconciliations or bookkeeping tasks.
• Enjoy up to 5 hours of waived hourly rates for audit representation—additional hours billed at $250/hour.

• Pre-existing conditions: If the date on the Notice is prior to the date you enrolled in the coverage.
• Large Businesses: Business entities with gross receipts over $5 million or those with 10 or more partners, stockholders, beneficiaries, or members.
• Ownership in other tax entities: If you hold ownership in a Corporation, Partnership, LLC, LLP, Trust, Estate, or Tax Shelter that is undergoing an audit, and that entity is not a member of the Audit Protection Plan.
• Late or delinquent filers: Tax returns filed after April 15, or after an extension request of October 15. If your return is classified as late, coverage will not apply.
• Tax protestors: The Audit Protection Plan does not cover individuals protesting the taxation of income on economic, legal, religious, or constitutional grounds, or making other frivolous claims.
• IRS Criminal Investigation (CI): Members currently under IRS CI is excluded from benefits. We will halt audit protection services on any audits associated with CI, and any related audits or members will also be excluded until CI is resolved. Services may resume if possible once the CI is concluded.
• Taxes Other Than Income Tax: Coverage is limited to the specific income tax return for which you signed up. Payroll tax, sales tax, property tax, gross receipts tax, duty and local tax, estate and gift tax, and compliance audits of pension and profit-sharing plans are not included.