Frequently Asked Questions

Here are some of our most popular questions. If your questions are still unanswered, please
Contact Us directly.

General Questions
Membership Questions
Audit Notice Questions
Audit Defense Questions

General Questions

How long have you been in business?
We have been providing Tax Audit Defense and advisory membership services since 1988.

What form of payment do you accept?
TaxResources accepts American Express, MasterCard, Visa, and Discover credit cards. We can also make arrangements for payments by check or money order.

How do you keep my tax information private?
As a member of TaxResources, your name, address, and any other personal information will not be disclosed or sold to anyone else. Only TaxResources’ Audit and Technical staff will have access to your tax information. View our Security and Privacy policy for more information.

What’s your connection with Intuit and TurboTax?
TaxResources strategically partners with Intuit to provide Audit Defense for users of TurboTax Online and TurboTax software.

What Internet Browsers does your website support?
We support newer versions of Internet Explorer, Firefox, Safari, and Chrome. Other browsers may work on our website, but you may have trouble with the display and/or functionality of the site. To view the specfic versions of Internet Browsers that we support, click here.

What do you mean by “Open Tax Years”?
Open tax years are all years that could be audited, or that fall within the statute of limitations for audits. For the IRS, the general statute of limitations for tax returns is three years from the date the return was filed. Additional years can be added if a substantial error is identified. Generally, if a substantial error is identified, the IRS will not go back more than six years. There is no limit on how far back the IRS can go if a fraudulent return is filed. Fraudulently prepared returns are not covered by our memberships. Since a membership provides defense for a tax return under audit, returns that were never filed are not defendable. The time limit for auditing state returns varies.

Which membership is right for me?
TaxResources offers two audit defense memberships that are designed to fit your individual needs. Our plans include the Premier Membership Plan and Standard Audit Defense Membership. Compare our Membership Services to see which one is right for you.  View Chart

What happens when I receive an audit notice?
As soon as you receive an audit notice, call the phone number provided on your TaxResources membership agreement. DO NOT call the IRS. You must use TaxResources as YOUR ONLY contact with the IRS or State. When you have provided the audit notice and the tax return to our Audit Coordinator, the appropriate qualified representative will be assigned to you.

Will you be offering your memberships every year?
Yes. TaxResources plans to continue our membership programs.

What is your satisfaction guarantee?
You may cancel your Premier Membership Plan or Standard Audit Defense Membership for any reason within 30 days of purchase.

Do you review my tax return before you accept my membership?
We do not review your tax return prior to the acceptance of the membership. If you join our Premier Membership Plan, your federal tax return can be reviewed once a year at no extra charge to you.

Is Tax Audit Defense for such a nominal cost too good to be true?
We agree that it may seem too good to be true, but it is not. We have been successfully defending taxpayers since 1988.

I have a business. Is it included?
If you have a business that files a partnership or corporation return, you must purchase a separate membership for that entity.

If your business entity has gross receipts exceeding $5 million and/or 10 partners/stockholders/beneficiaries/members, the business is not eligible for membership.

Do you provide memberships for Publicly Traded entities?
We do not provide any form of memberships for Publicly Traded entities.

How long will these Membership Plans defend my return?
If you are a member of our Premier Membership Plan, we will defend any of your tax returns as long as you maintain your membership with us. If you have a Standard Audit Defense Membership, we will defend the tax return for which you bought the membership for as long as it can be audited.

Can I purchase Standard Audit Defense Memberships for prior years?
Yes. You can purchase Standard Audit Defense Memberships for all prior years back to 1998.

What happens if I do not file my tax return on time?
The Premier Membership Plan includes all tax returns that were filed late.

A Standard Audit Defense Membership does not include returns that are filed late. TaxResources will defend late filed returns for an additional late filing fee. Please contact Customer Service for additional information.

What happens if I file an extension?
If your tax return is filed timely, including extensions, each tax return covered under your membership plan will be defended in accordance to your membership agreement.

Is my amended return eligible for membership?
If the original tax return was filed timely, including extensions, amended returns are also covered under your membership in accordance to your membership agreement.

What if I have multiple state returns?
All related state returns are included.

What are the different tax return types for which I can purchase a membership?
TaxResources offers memberships for the following tax return types:

Individual – Form 1040
Corporation – Form 1120
S–Corporation – Form 1120S
Partnership – Form 1065
Fiduciary – Form 1041

What is my Filing Status?
Your filing status determines the rate at which your Individual income is taxed. The five filing statuses are: single, married filing a joint return, married filing a separate return, head of household, and qualifying widow(er) with dependent child. All filing statuses are protected under an Individual Membership.

What Membership Type is right for me?
You should select the Membership Type that corresponds to your Tax Return Type.

Individual – Form 1040
Corporation – Form 1120
S–Corporation – Form 1120S
Partnership – Form 1065
Fiduciary – Form 1041

How do I know if my notice is serious?
Every notice from the IRS is serious. Not all of them, however, mean you are being audited. Take a look at our sample notices to see which kind you received. If you are a member of TaxResources, you can report your notice to us by calling 1–877–829–9695. If you are not a TaxResources member, our professional audit team can evaluate your notice to give you fast answers.

I already spoke to an IRS agent about my notice. Is it too late to call you?
Often we can still help and take over the case. We will need to see all notices and tax returns to evaluate the case.

How fast can I expect an answer?
We try to get in touch with you within 24 hours, but you will be contacted in two to four business days from when we receive all required documents.

Which Audit Defense Service is right for me?
TaxResources offers several plans that are designed to fit your individual needs. Compare our Audit Defense Services to see which one is right for you. View Chart

Is the fee I pay for Audit Defense Deductible?
If you do not own a business, the charges for an Audit Defense membership can be taken as a personal miscellaneous itemized deduction. If you own a business, then the portion of the expenses that relates to your business can be deducted as a business expense.

I’m already in the middle of an audit. Can you still help?
Often we can still help and take over the case. We will need to see all notices and tax returns to evaluate the case.

Wouldn’t I be better off going to a tax attorney?
Each of our representatives handles more audits in one month than most tax preparers or attorneys handle in a lifetime. You not only get personal service, but the experience that makes a difference.

I use an accountant. Can your service still help?
Yes. Most accountants handle very few, if any, tax audit cases over their careers. Each of our representatives handles more audits in one month than most accountants handle in a lifetime.

The IRS keeps calling me. How do I get them to stop?
We can best answer this question when we have received all notices and tax returns involved and have completed our analysis. If you have a TaxResources membership, tell them that you have representation and future contact should go through your representative.

How much does your defense service cost?
If the tax return that is being audited is covered under your membership plan, the audit defense service doesn’t cost you anything.

If you are not a member, we can still help! We provide a professional evaluation of your audit notice and tax return, and recommend a best strategy for only $75. The evaluation service includes a one time up to 30 minute phone conversation with one of our tax professionals to discuss our findings and give you recommendations. Our evaluation also includes a flat fee quote for full service representation by a tax professional. Basic representation is as low as $275, with more complicated cases ranging from $1,000 to $2,500 and up.

Do you help resolve old tax problems?
Often we can, but will be able to answer that better once we have received all notices and tax returns involved and we have completed our analysis.