**Protection Plus is applied automatically to all Individual (1040) tax returns.**
 

Understand Your Benefits

As a Protection Plus partner, you have access to the entire team of experts here at Protection Plus. And, all eligible tax returns filed on or after 1/1/2025 will now include the following Protection Plus benefits.

$1 Million Tax Audit Defense™

With the guidance of our experienced EAs and CPAs, we’ll efficiently resolve any tax notice, audit, or inquiry your clients may receive. We can handle all the communication with the taxing authority, collect and organize documents, and even communicate with your clients if you prefer.

Identity Theft Restoration

Whether tax-related or not, we’ll assist your clients in restoring their identity if they suspect they’ve been a victim of identity theft. Upon notifying our team, we’ll assign your client a Privacy Advocate that will take immediate action to help resolve the issue.

$2,500 Tax Preparation Guarantee

Your clients can file with complete confidence knowing they’ll be covered in case of any oversight. If a legitimate error is made in the preparation of a taxpayer’s return, we’ll provide reimbursement for any additional penalties, fees, and interest up to
$2,500.*
 
 
Please review the Protection Plus Agreement for full details on your coverage.
 

Have questions? Contact us today!

Contact Us

TaxProtectionPlus.com   |  Support@TaxProtectionPlus.com  | (866) 942-8348

How to Open a Case

If your clients receive a tax notice, opening a case with our case resolution team is easy. Simply follow the steps below.
 
 

Step 1: Contact Us

Email: Sales@TaxProtectionPlus.com

Phone: (866) 942-8348

 
 

Step 2: Upload Documents to Our Secure Portal

Upload a copy of the entire tax notice and a copy of the tax return in question to our secure portal. As you begin working with your case specialist, they may request additional documents to help support your case.

After opening a case, our team will assess the situation and work diligently to find the most optimal solution for your client.
So, sit back, relax, and let our team handle the rest.
 

 

Protection Plus benefits will be effective with all eligible tax returns filed on or after 1/1/2025.