TAX ACCOUNT MONITORING
Your Guardian Against Tax Worries
Enjoy a new level of peace of mind with our Tax Account Monitoring service, a part of our comprehensive tax return preparation package. Here's what you can expect:
Proactive Audit Detection: Our service doesn't just react to tax issues; it anticipates them. With the ability to detect many audits months in advance, you'll be ahead of potential challenges, allowing for timely and effective responses.
Income and Refund Opportunities: We delve deep into your tax history, scrutinizing the current and past three years for misreported income or unclaimed refund opportunities. Our thorough analysis may save you from IRS penalties and perhaps put money in your pocket.
Identity Theft Detection: In today's digital world, protecting your financial identity is paramount. Our service may identify potential identity theft affecting your IRS account, giving you an added layer of security and peace of mind.
Uncover Forgotten IRA Accounts: It's not uncommon to lose track of financial accounts over the years. We can unearth forgotten IRA accounts, ensuring that all your assets are accounted for and managed properly.
Minimize Refund Delays: Everyone looks forward to their tax refund. Our service reduces the chances of delays in your refund processing, ensuring you receive what you're owed promptly.
Comprehensive Analysis: Each year, we'll provide you with an in-depth Tax Analysis Report, offering a clear overview of how your tax situation has changed.
By choosing our Tax Account Monitoring service, you're not just filing your taxes; you're taking a proactive step towards smarter, more secure financial management. Let us help you stay on top of your tax affairs with the expertise and advanced tools necessary for today's complex financial landscape.
FINE PRINT
Our Tax Account Monitoring Service is an optional service included with your paid personal income tax return. For all others, it's only $199 annually.
Any additional work required to address identified issues or opportunities will be billed separately, should you choose to pursue them.
Necessary authorization forms must be signed by you (and your spouse, if married) and renewed periodically to keep monitoring in place.
Tax Account Monitoring detects most IRS audits in advance, but detection is not guaranteed. State tax audits cannot be detected in advance.