Protect Yourself with Our Advisory One-Year Membership Package
It provides you with the protection and education you need to manage your taxes throughout the year.
Designed to provide you with continuous support and peace of mind, our membership ensures you stay informed and prepared for any IRS issues throughout the year.
Membership Features:
Ongoing Monthly Updates on Your IRS Account: Receive regular updates to keep you informed about any important changes or IRS activity.
Initial Risk Review: Start with a thorough risk assessment to identify potential issues with your recent tax filings and understand your IRS audit risk on past filings.
Weekly Audit Alerts: Stay ahead of any potential problems with our pre-audit alerts that notify you of any IRS audit activity or unreported income based on information obtained by the IRS from third-party sources. This can help you prevent recieving the dreaded IRS CP2000 Notice.
Professional Return Review: Filing Yourself? Get a detailed review of your self or software-prepared tax return by our team of experts. For just $150, we review your tax return to ensure accuracy and compliance, thus allowing you to avoid many common mistakes that can lead to unwanted IRS scrutiny and audits.
DIY Tax Course: Empower yourself with our comprehensive DIY tax course, designed to help you understand the basics of good tax filing and avoid common mistakes that can lead to an audit. .
Annual IRS Wage & Income Transcripts: Access your annual IRS Wage & Income transcripts to verify that you have reported all of the information provided to the IRS regarding your current year's tax filing. This allows you to fix any errors or omissions before they catch the eye of the IRS. And potentially avaoid an IRS audit
Ongoing support throughout the year: Access to a team of experts to assist you with any IRS Notices received throughout the year, and any be alerted to any important IRS changes that you need to know about.