Frequently Asked Questions

Here are some of our most popular questions. If your questions remain unanswered, please contact us directly.

General Questions

We have been providing Tax Audit Defense and advisory services since 1988.
TaxAudit accepts American Express, MasterCard, Visa, and Discover credit cards. We can also arrange for payments by check or money order.
As a member of TaxAudit, your name, address, and other personal information will not be disclosed or sold to anyone else. Only TaxAudit's Audit and Technical staff will have access to your tax information. View our Security and Privacy policy for more information.
TaxAudit partners with Intuit® to provide Audit Defense for users of TurboTax® Online and TurboTax® software.
We support newer versions of Internet Explorer, Firefox, Safari, and Chrome. Other browsers work on our website, but you may have trouble with the display and/or functionality of the site.
Our corporate office is located in Folsom, California. We have qualified representatives for all states and provide our expert audit defense services throughout the United States.
We are not given a phone number for TurboTax®. TurboTax® users can go to turbotax.intuit.com/support/contact to request a phone number through their website for the specific problem that they are having.
 

Membership Questions

As soon as you receive an audit notice, call the phone number provided on your TaxAudit membership agreement. DO NOT contact the IRS. You must use TaxAudit 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.
Yes. TaxAudit plans to continue our membership program.
You may cancel your membership for any reason within 30 days of purchase.
We do not review your tax return prior to the acceptance of the membership.
We agree that it may seem too good to be true, but it is not. We have been successfully defending taxpayers since 1988.
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.
We do not provide any form of membership for Publicly Traded entities.
If you have an Audit Defense Membership, we will defend the tax return for which you bought the membership for as long as it can be audited.

Beginning in 2014 TurboTax offered an Annual Audit Defense Membership as part of a bundled TurboTax Plus package. Please refer to your membership certificate for the expiration date of this membership.
Yes. You can purchase Audit Defense Memberships for all prior years that may be subject to audit. For federal income tax audits, the time period is typically seven years. The states have varying time periods.
Our Audit Defense Membership includes tax returns that were filed late.
We will defend each filed tax return for which you have a membership. This includes extensions.
We will defend your filed amended tax return in accordance with your membership agreement.
All related state returns are included.
TaxAudit offers memberships for the following tax return types:

Individual – Form 1040
Corporation – Form 1120
S–Corporation – Form 1120S
Partnership – Form 1065
Fiduciary – Form 1041
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.
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
No. If you happen to get selected for an audit, we will add your spouse's name to your membership when you contact us to report the audit if you filed jointly.
While we do partner with TurboTax® to provide TurboTax® users with Audit Defense, we do not have access to your tax return and are unable to see your filing status. You can update your account information, including having a spouse linked to the membership, by calling Membership Services at 877.829.9695.
We do not have access to your tax return, so orders that are placed through TurboTax® may be sent to us with the name of the person who placed the order for the membership. If you are purchasing a membership for someone else and want to ensure that the membership is assigned to the correct return, you can call Membership Services to purchase directly over the phone or go to intuit.taxaudit.com and purchase the membership through our website. If a membership needs to be moved to the correct account, the member whose name is currently on the account can call Membership Services and request a name change form to be emailed to them. Once we receive a completed name change form, the membership will be updated within two weeks.
 

Audit Notice Questions

Every notice from the IRS is serious. However, not every notice means an audit. Browse our sample notices to see which kind you received. If you are a member of TaxAudit, you can report your notice by calling 877.829.9695. If you are not a TaxAudit member, our professional audit team can still evaluate your tax notice, providing you the fast answers you need.
No. Often, help is still possible. We will need to see all notices and tax returns to evaluate the case.
Though we try to contact you within the first 24 hours, an answer can take anywhere from two to four business days upon receiving all required documents.
You will need to wait until you receive a physical copy of the notice from the IRS or state. Once you have the notice in hand, contact TaxAudit immediately so that we can assist you. Please see our Report an Audit page for more information once you’ve received your notice. Keep in mind the IRS will mail the notice or audit letter to the last known address that you used when you filed on your income tax return, unless you filed an IRS Form 8822, Change of Address.
Even if the letter seems to be asking for something simple, you could damage your case without realizing it. We ask that members allow us to handle all of the contact with the tax agency from the start to ensure that the case is resolved as quickly and easily as possible.
No. We ask that you allow us to handle all of the contact with them on your behalf. Once your representative has been assigned to the case, he or she will be able to provide you with any necessary documents or instructions about the best way to inform the agency that you have representation.
 

Audit Defense Questions

If you do not own a business, the charges for an Audit Defense Membership can be claimed as a personal miscellaneous itemized deduction, subject to the limitations for that deduction. If you own a business, then the portion of the expenses relating to your business is deductible as a business expense.
Yes. Often, help is still possible. We will need to see all notices and tax returns to evaluate the case.
Our representatives handle more audits in one month than most tax preparers or attorneys handle in a lifetime. With TaxAudit, you not only get personal service, but the experience of an expert defender.
Yes. Most accountants handle very few—if any—tax audit cases over the course of their careers. Our representatives will provide their invaluable service alongside that which you already receive from your accountant.
We can best answer this question once we have received all notices and tax returns involved and have completed our analysis. If you have a TaxAudit membership, tell them that you have representation and future contact should go through your representative. With TaxAudit, you never have to face the IRS alone.
If you have already purchased a membership for the tax return under audit, there is no additional cost for the audit defense service.

Don’t worry if you’re not a member. We can provide a professional evaluation of your audit notice and tax return, and recommend a strategy for only $75.00. The evaluation service includes a one-time, 30 minute phone consultation with a tax professional. 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.
Often we can, but we can better answer that once we have received all notices and tax returns involved and we have completed our analysis.
If you believe that your case was closed prematurely, rather than opening a new case online, you should contact your representative or audit coordinator directly to inquire about why a case may have been closed. If you do not know your audit representative's phone number, please contact Membership Services and a membership services representative will be happy to help you contact them.
While your Audit Defense membership allows us to assist you with IRS and state notices for the tax return year for which the membership was purchased, we are not sent a copy of the notice by the tax agency. In order for us to begin defending your return, you must contact us directly so that we are aware of the notice and can step in to assist you. We ask that you report any audit notices to us within 15 days of the date of the first notice to ensure that we are able to effectively reply in a timely manner. You can report an audit notice by calling us or through our website. To report an audit on our website you will have to login first. If you don't have an online account, you can create one here