Agent Name *

Full Name *

Phone *

Email *

What tax years were audited? *

When did you receive notice of the audit? *

Have you submitted a response to the audit notice? *

Yes

No

Which tax preparation company completed the return(s) under audit? *

Did you enter into any agreements or commitments after the original return was filed? *

Yes

No

Has the IRS started any levies or garnishments on your income or accounts? *

Yes

No

Do you have supporting documents (W-2s, 1099s, receipts, etc.) for the year(s) in question? *

Yes

No

Has the IRS or state proposed a balance due? *

Yes

No

If Yes, How much?

Are you willing to authorize me to access your IRS transcripts or speak to the IRS on your behalf (via Form 2848 or 8821)? *

Yes

No

Client Audit DepartmentAudit Protection Fee provides peace of mind if the IRS selects your tax return for an audit or review. For a one-time fee, you receive professional support and representation throughout the audit process.

Client Audit Department
Audit Protection Fee provides peace of mind if the IRS selects your tax return for an audit or review. For a one-time fee, you receive professional support and representation throughout the audit process.