This audit protection program provides the client access to a tax professional under specific conditions. Additionally, the client will experience the least amount of tax liability at the end of the tax year, at a very reasonable price.
Our Tax Maintenance Program includes the following benefits:
- Three phone consultations (15 minutes each) during the tax year scheduled thorough our appointment desk with any consultant except Robert Hall and Stephen Hall
- W-4 review to be sure your withholding is correct
- Correspondence/letters for mortgage lenders
- Free Financial planning needs analysis
- Audit protection in the event you are subject to an audit. Our audit representative will provide this service at no additional expense to you for the 2010 year (however, audit protection does not include Schedule C, Schedule F, Field audits, Audit Appeals or TCMP audits)
- IRS notices and correspondence
- FTB notices and correspondence including Head of Household Audit Letter
- Notary Services- Five notarizations during the tax year scheduled through our appointment desk
- 1 additional copy of tax year 2010 income tax return
- Local business tax problems
- One free analysis of your primary home loan.
Feel free to contact our office for more information on how you can purchase audit insurance.
