OUR PLANS
Clarity now.
Support throughout the year.
Choose the support that fits your next step.
PLAN 250
Federal Tax Compliance
& Protection
Sign up today and stay compliant, protected, and on track.
Available exclusively to recurring Tax Advocates, Inc. clients and clients enrolled in our Tax Investigation services.
Plan 250 is designed to give you peace of mind throughout the year. Tax Advocates, Inc. will monitor your tax account and important filing deadlines, help you stay current with required tax filings and extensions, and assist with timely responses to IRS and state tax agency correspondence.
Plan 250 includes
- Ongoing tax account monitoring
- Monitoring of important filing deadlines
- Preparation or filing of applicable extensions when needed
- Reminders and follow-up regarding required tax returns
- Review and monitoring of IRS and state tax agency notices
- Assistance with timely responses to tax agency correspondence
Tax return preparation, amended returns, representation, resolution work, and certain filings may require an additional fee.
PLAN 500
Complete Tax Account
Investigation
Get a complete picture of your tax situation before deciding on the next step.
Plan 500 is designed for clients who need a thorough review of their federal and/or state tax accounts. The investigation fee covers the initial work necessary to identify what has been filed, what may still be missing, what income has been reported to the taxing agencies, and what issues may need to be addressed before a resolution strategy can be developed.
Plan 500 includes
- Retrieval and review of available federal and/or state tax transcripts and account records
- Identification of filed and potentially unfiled tax years
- Review of reported income, including available wage and income information
- Identification of known balances, notices, penalties, and collection activity
- Review of prior account history and compliance status
- Identification of outstanding filing or compliance requirements
- Preliminary evaluation of possible resolution options
- Recommended next steps based on the investigation findings
Why Plan 500 matters
Before Tax Advocates, Inc. can recommend a resolution strategy, we need to understand the complete account history. The investigation helps determine what the taxing agencies show on the account, whether returns are missing, what income has been reported, what liabilities exist, and what compliance work may be required before resolution can move forward.
Plan 500 covers investigation and analysis only. Tax return preparation, amended returns, representation, negotiation, resolution submissions, appeals, and other additional services are not included unless separately agreed to in writing and may require an additional fee.
Fees and the scope of services are confirmed in your engagement agreement before work begins. Read our disclaimer.