IRS Notice or Audit? We Handle It for You.

If the IRS or your state sends a notice—mismatch, correction, document request, or audit—ProShield™ steps in. We manage correspondence, pull transcripts, organize documents, and respond for the covered tax year so deadlines aren’t missed and you don’t spend hours on hold.

Covered tax year: the tax year shown on the ProShield™ line item (or included benefit) in your engagement/invoice. Itemized in prior years = coverage for that year. Included starting with 2026 tax preparation = coverage for each year we prepare going forward.

Privacy: Email/text may not be secure. Sending documents this way means you consent to electronic communication. Want secure delivery? Ask for a secure upload link.

What ProShield™ covers

  • Notices + audit assistance for the covered tax year (IRS and state).
  • Up to $5,000 of our professional services for the covered year, billed at standard representation rates.
  • Transcript pulls, document organization, response drafting, and follow-up as needed.

$5,000 limit: the maximum value of our professional services for the covered year. If work is likely to exceed the limit, we’ll tell you and outline options.

ProShield™ covers our time—not any tax, penalties, or interest assessed. No guarantees: results depend on the facts, records, and the agency’s review.

What we do for you

  • We take over communication (after authorization is processed). Once your authorization is signed and accepted/processed, we communicate with the IRS/state for you (you may still receive copies).
  • End-to-end handling. We review the letter, pull transcripts, confirm what the agency shows, and respond.
  • Audit assistance included. We help prepare, organize, and respond to audit requests for the covered year.
  • Dispute incorrect changes. We assemble support, cite rules, and request penalty relief when criteria appear to be met.
  • Deadline control. We track due dates and documentation so nothing is missed.

Representation is performed and/or supervised by appropriately credentialed professionals authorized to practice before the IRS and applicable states.

Common letters we handle

  • Mismatches / underreporting proposals (e.g., CP2000-style issues)
  • Math-error adjustments and correction notices
  • Document requests and substantiation letters
  • State matching letters (W-2/1099 mismatch)
  • Audit notices and audit document requests

If the letter is for a different year or an unfiled return, we can quote separate representation.

How it works

  • 1) Coverage: Itemized ProShield™ covers the year listed on your invoice. Included ProShield™ (2026+) applies to each year we prepare, per the engagement letter/invoice.
  • 2) Send the letter: Email a photo/PDF plus page 1 of the return. We’ll confirm next steps.
  • 3) Authorization: You sign the needed authorization(s) (typically IRS Form 2848 and/or Form 8821, plus state equivalents).
  • 4) We respond: We prepare and submit responses and manage follow-up.

What to send: the letter (all pages), page 1 of the return, and any schedules/forms referenced in the letter.

What’s not covered

  • Any taxes, penalties, or interest owed after a notice or audit outcome.
  • Matters for other years or unrelated issues (we can quote separately).
  • Court representation (including U.S. Tax Court).
  • Collections (liens, levies, enforcement), unless separately quoted.
  • Criminal/fraud investigations or identity theft resolution, unless separately quoted.

FAQ

Is ProShield™ insurance?
No—ProShield™ is a service benefit that covers our professional time for the covered year. It does not pay tax, penalties, or interest, and it does not guarantee outcomes.
Do I contact the IRS/state after I get a letter?
Usually no. Send the letter to us first. After authorization is accepted/processed, we communicate with the agency and manage deadlines. You may still receive copies.
What if the letter is for a different tax year?
ProShield™ applies only to the covered tax year. If it’s for a different year or an unfiled return, we can quote separate representation.
Does it cover audits?
Yes—audit assistance for the covered year is included, up to the $5,000 services limit.
Are outcomes guaranteed?
No. Results depend on the facts, records, and the agency’s review.

Legal & policy notes: ProShield™ covers up to $5,000 of professional services for the covered tax year (standard representation rates). It does not cover tax, penalties, or interest and does not guarantee outcomes. Coverage starts after required authorizations are signed and accepted/processed. Email/text may not be secure; request a secure upload link if preferred.

Have a notice or audit letter already?

Send a photo/PDF of the letter and page 1 of your return. We’ll confirm next steps right away.