IRS Advance Notice Plan

PEACE OF MIND

Stay Ahead of IRS Notices

A logo for irs advance notice tm with a magnifying glass on a shield.

Navigating unexpected IRS audits or correspondence can be stressful and overwhelming. With the IRS Advance Notice Plan, you’ll gain proactive support that keeps you informed and prepared for any potential issues before they arise. We’ll monitor your records, notify you of changes, and handle correspondence to minimize the impact on your time and finances. This plan ensures you’re never alone in dealing with the IRS.

How it Works

A computer monitor with a magnifying glass next to it.

Proactive Monitoring

We monitor your IRS records and notify you of any potential issues or audits up to 180 days in advance.

A black and white drawing of a laptop computer with a check mark on the screen.

Comprehensive Representation

Our team provides audit representation and correspondence assistance, so you don’t have to face the IRS alone.

A man is holding a flag in front of a group of people.

Timely Guidance

With priority access to our team, your questions and concerns are addressed quickly and effectively.

Choose From One of Our Plans

Gold Membership

With Gold Membership, you receive proactive monitoring, audit representation, and personalized support. This includes comprehensive correspondence assistance, five hours of audit representation, and multiple opportunities for direct contact through calls, emails, and office visits. You’ll also enjoy priority access with quick response times, making it easy to get the help you need when you need it.

Silver Membership

The Silver Membership provides reliable audit and correspondence support tailored to meet your needs. With proactive IRS monitoring and three hours of included audit representation, you’re prepared for potential issues. This plan also offers multiple communication options, including phone calls, emails, and office visits, ensuring you’re covered in key areas.

Correspondence Only

If you’re focused solely on managing IRS and state correspondence, this plan is ideal. We monitor your IRS records and handle correspondence to ensure timely and professional responses to any inquiries. This service keeps your tax matters running smoothly without the stress of dealing with the IRS on your own.

RELIABLE SUPPORT

Frequently Asked Questions

  • 1. How does the IRS Advance Notice Plan help me avoid surprises?

    We proactively monitor your IRS records and notify you of any potential audits or issues up to 180 days in advance, giving you time to prepare and act.

  • 2. What kind of correspondence assistance is included?

    We handle all IRS or state tax correspondence for you, ensuring clear and professional responses to any inquiries or notices.

  • 3. What happens if I’m audited?

    Depending on your plan, you’ll receive hours of audit representation and support, so you’re never facing the IRS alone.

  • 4. How quickly can I get a response from your team?

    Gold Membership includes priority access, with phone calls and emails returned within 24 hours and office visits scheduled within the same week, if available.

  • 5. Can I change plans after signing up?

    Yes, you can upgrade or adjust your plan to better fit your needs at any time.

  • 6. How do I enroll in the IRS Advance Notice Plan?

    Contact our office today to discuss your needs and select the plan that works best for you.