Audit Protection for Tax Filings

Keep your client’s return safe with Audit Protection

Ensure peace of mind for both you and your clients. It’s not just about safety; it’s about building trust and confidence, demonstrating to your clients that their financial well-being is a top priority for your business.

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Features

What Audit Pros can do for you

A team of tax pros in your corner

Tap into personalized, straightforward audit assistance. Our experienced team of tax professionals and Enrolled Agents (EAs) will design a custom plan tailored specifically to your clients' needs, ensuring your office runs smoothly and stress-free.

We customize solutions based on your unique needs, so you always get exactly the help you need, when you need it.

Our team of seasoned tax pros and EAs is ready to guide you through any audit with ease and confidence.

Focus on growing your business while we handle the details—stress-free audit protection for up to three years.

An enrolled agent helping taxpayers with all of their audit protection needs.

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Let us handle the long audit cases

Remove the stress of the audit process and let us create a strategic plan tailored specifically for your client.

We take over the long, drawn-out audit cases so you can focus on your core business.

Our tax pros develop a personalized audit plan, ensuring your clients get the best outcome.

Free up your time and let our experienced team handle the heavy lifting.

Enjoy more coverage + revenue with Audit Protection

Now you can offer your clients audit assistance for federal and state returns at one low cost. We’ve also lowered the price so you can maximize your margins!

Comprehensive Protection: Provide your clients with full audit coverage for both federal and state returns, giving them peace of mind.

Increased Profitability: Our new lower pricing helps you boost your revenue while offering valuable services to your clients.

Seamless Process: Easy to implement and hassle-free, so you can enhance your offerings without extra workload.

Benefits

Discover Even More

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Get extended protection and top-shelf assistance

Audit assistance enrollment grants taxpayers 3 full years of support from the time they file. That’s value!

Leverage flexible payment options for taxpayers

You can purchase audit assistance via refund transfers, credit card payment, or ACH – more options yield more opportunities!

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Simple, transparent pricing

Audit Pros Standard

$39.95

Per Client - $44.95 (Groups)

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Taxpayer Coverage:

Audit Assistance service for Federal and State notices/audits (1040s

Assistance provided by tax professionals, CPAs and EAs

Coverage for up to 3 years after filling

Prior year audit assistance (up to 3 years prior)

$2500 Error Coverage for preparer errors

Tax debt relief assistance

Assistance with unfunded returns and denied credits

Fees & Other Details:

Add-on Fee Opportunity

Volume Rebate Opportunity

Could be optional for your clients

Could be defaulted on all bank product clients

Available for non-bank product clients

RT Protect

$10

Per Client

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Taxpayer Coverage:

Audit Assistance service for Federal and State notices/audits (1040s

Assistance provided by tax professionals, CPAs and EAs

Coverage for up to 3 years after filling

Prior year audit assistance (up to 3 years prior)

$2500 Error Coverage for preparer errors

Tax debt relief assistance

Assistance with unfunded returns and denied credits

Fees & Other Details:

All your bank product clients will have Audit Pros coverage at a discounted rate of $10

The Audit Pros fee of $10 will be included in the total bank product fee of $49.95 and will be deducted from taxpayer's refund

You can charge your clients an additional fee for the audit protection service and include it with your tax prep fees

Audit Pros Group

$10

Per Client

Get Started

Taxpayer Coverage:

Audit Assistance service for Federal and State notices/audits (1040s

Assistance provided by tax professionals, CPAs and EAs

Coverage for up to 3 years after filling

Prior year audit assistance (up to 3 years prior)

$2500 Error Coverage for preparer errors

Tax debt relief assistance

Assistance with unfunded returns and denied credits

Fees & Other Details:

All of your 1040 E-Files will have Audit Pros coverage at a discounted rate of $10

The total amount of the Audit Pros Group Plan for your office will be deducted from your tax preparation fees upon IRS funding

You can charge your clients an additional fee for the audit protection service and include it with your tax prep fees

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Our comprehensive social media calendar gives you an entire year of pre-planned, tax-industry specific content ideas.

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Frequently Asked Questions

What is included in our Audit Protection service?

Our Audit Protection service provides comprehensive support for both federal and state tax returns, including personalized audit assistance, strategic planning for long audit cases, and coverage for up to three years after filing. This service is managed by experienced tax professionals, CPAs, and EAs dedicated to safeguarding your clients' financial well-being.

How does Audit Protection benefit both the client and the tax professional?

This service ensures peace of mind by demonstrating that your clients’ financial well-being is a priority. For tax professionals, it reduces the hassle and stress associated with audits, allowing you to focus on your core business operations while building trust and client satisfaction.

What makes our Audit Protection team effective?

Our team consists of experienced tax professionals and Enrolled Agents (EAs) who develop tailored plans based on your clients’ specific needs. This personalized approach ensures that every client receives the most effective support during audits.

What are the financial benefits of offering Audit Protection to clients?

Offering Audit Protection allows you to provide valuable services at a low cost, enhancing your revenue margins. With the recent price adjustment, it’s more affordable, enabling you to offer more competitive rates while enhancing your service value.

How long does the Audit Protection coverage last?

Clients who enroll in our Audit Protection receive three full years of support from the time they file their return. This extended protection covers potential audits for the filing year and up to three prior years, ensuring comprehensive support.

What types of audits does this service cover?

Our service covers all aspects of federal and state notices and audits for form 1040s. This includes assistance with unfunded returns, denied credits, and tax debt relief.

Frequently asked questions about banking services for tax professionals.

Refundo is THE one-stop shop for all of your tax pro business needs. From banking products, to cybersecurity and marketing solutions, we are here to help you unlock your best tax season yet!

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