Tax DEFENSE

AuditGuard™ Lite: Limited Audit Defense Program for Individuals

For Peace of Mind, Even After You File

🔒 Protect Yourself from the Unexpected

Most people think their taxes are done once they file. But the IRS can audit returns up to 3 years later. That’s why we created AuditGuard™ Lite, a low-cost membership that offers limited audit defense and IRS notice support, so you’re never alone if the IRS comes calling.

What’s Included

🔹 IRS Notice Monitoring (Optional)

We check your IRS records quarterly and notify you of changes to your account.

🔹 IRS Letter Response Assistance

If you get a letter from the IRS, we help you understand and respond correctly.

🔹 Limited Audit Defense

Covers up to 3 hours of IRS audit or examination representation for returns filed while you’re a member.

🔹 Tax Transcript Review (Annual)

We'll pull and review your IRS transcripts once a year to help you stay in good standing.

🔹 Discounted Full Audit Representation

If your case exceeds the included 3 hours, you receive a 30% discount on our regular audit defense rates.

Program Cost

  • $19/month or $199/year

  • Available to individuals who are current on tax filings and not under audit at time of enrollment

Who Should Join?

  • W-2 employees with occasional side income

  • Self-employed individuals

  • Anyone concerned about IRS errors, notices, or audits

Peace of Mind Starts Now

Don’t wait for an IRS letter to get help. With AuditGuard™ Lite, you’re backed by a team of tax professionals when you need it most.

Our Services and Tiers of Monitoring

IRS Monitoring Plan

We will notify you of any significant changes to your IRS account such as:​ 

  • Updating you on any notices or letters from the IRS (such as audit or collection notices)​ 

  • Updating your tax balance or liability​ 

  • Changes that occur in your filing status or tax payments ​ 

This program provides early detection of potential issues related to your tax filing, ensuring that any concerns are identified promptly. With continuous monitoring of your tax account, you can have peace of mind knowing that we are vigilant and that no alerts will go unnoticed.

Additionally, the program offers convenience, allowing you to customize alerts according to your preferences for a tailored experience where we can set daily, weekly, or monthly alerts. 

Consultation Plan​ 

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The consultation plan is designed to offer clients personalized and expert guidance that is tailored to their specific needs. The purpose of the plan is to ensure that clients receive professional insights and recommendations into their tax situations. Each plan is completely diverse to the client, no two are ever the same. ​ 

The plan aims to help you stay ahead of potential issues by providing strategies for tax planning, including looking into tax deductions and potential liabilities. The plan offers continued assistance and support, allowing clients to reach out for advice. Our first hand knowledge of understanding the IRS system and being quick to notice IRS alerts under the taxpayers accounts will help you to feel more confident and informed in your tax decisions. Our plan will also help you avoid costly mistakes or oversights that could lead to potential penalties or audits, ultimately saving you money in the long term.​ 

FEES

Our initial consultation is free so you can discuss your needs with us!​ 

After the consultation, we will determine the price based off your needs.

Our tiers of support

Each tier of our monitoring program is carefully designed to provide the right level of support for your unique tax situation, ensuring that you receive the guidance and resources you need at every step. Whether you're dealing with an IRS review, facing financial hardship, or need ongoing support to stay on top of your tax obligations, our program helps you stay informed and protected. By joining, you’ll receive timely IRS alerts and updates, so you’re always aware of any changes to your account and can take action quickly to avoid penalties or further complications. Choose the tier that best suits your needs, and let us help you navigate your tax journey with peace of mind.

  • Ideal for those who simply need IRS account updates and alerts.

  • Includes personalized advice and tailored strategies for managing your taxes and staying ahead of potential issues.

  • A comprehensive package combining ongoing monitoring with regular consultations, providing full-service support to ensure you're always informed and prepared for any IRS-related challenges.

What is Monitoring and why enroll in it?

Monitoring, in the context of the IRS Transcript Alerts, refers to the continuous tracking of your IRS tax account to stay updated on any changes or important events. When you sign up for IRS Transcript Alerts, we monitor your account regularly - whether it's daily, weekly, or monthly - to ensure you're always aware of significant updates that could affect your tax status or any agreements you have with the IRS. The purpose of monitoring is to keep you informed about critical changes, so you can take timely action if needed. 

In addition to tracking balances and filings, transcript monitoring helps detect early signs of enforcement activity, such as the issuance of a Notice of Federal Tax Lien (NFTL), Intent to Levy, or referral to collections. By receiving alerts when these changes first appear in your IRS account, we can act proactively, whether that means requesting a hold on enforcement, submitting necessary documentation, or negotiating a resolution with the IRS.

Monitoring also plays a vital role for clients who are in active tax resolution programs, such as installment agreements, currently not collectible (CNC) status, or offers in compromise. The IRS may periodically review these cases, and any updates to your financial profile or compliance status can trigger changes to those agreements. Transcript alerts allow us to stay one step ahead and help you maintain compliance.

For individuals with ongoing tax liabilities, monitoring ensures we receive real-time insight into IRS actions that may not yet be communicated via mail. Since IRS letters can take weeks to arrive, transcript alerts provide a critical time advantage, helping us respond immediately and often prevent adverse outcomes.

Some alerts you may receive from the IRS include:

Our dedicated promise to our clients

  • We will tailor our solutions to align with every clients specific needs, ensuring personalized recommendations and solution plans​ 

  • We will address all questions and provide clear expectations, as well as fully outline all available options to help our clients make empowered decisions. Clear communication is a top priority.​ 

  • Using all of our available resources, we will stive to achieve the best possible outcomes for clients. ​ 

  • Our fees will always be fair and competitive, with full transparency regarding upfront costs regarding services or fees.​ 

  • We guarantee to respond to all inquiries within 24 business hours and regularly update clients regarding their cases.​ 

  • We promise to maintain open lines of communication, ensuring that clients are able to contact us whenever it is necessary. ​ 

 

Our goal is to build trust through honest, responsive, and dedicated service at every step of the process.