Protection Plus is now included with all Individual Returns prepared by CD Tax & Financial. There is no charge for this peace of mind protection!
Protection Plus is the leading audit assistance and identity theft restoration provider in the tax industry. Tax Protection Plus provides assistance for both federal and state returns. At this time, it will only cover 1040 returns.
What benefits does Protection Plus provide to a taxpayer?
Assistance with IRS and State Audits and Inquiries
✔ Identity Theft Restoration
✔ $2,500 Tax Preparation Guarantee
✔ Tax Debt Relief Assistance
✔ Assistance with Denied Tax Credits
How does the identity theft restoration benefit work?
In the case of an identity theft incident, Protection Plus will provide comprehensive, personalized recovery services which include providing a state specific “ID Recovery Kit”, contacting appropriate parties, and providing credit monitoring for six months following an incident. All work done on behalf of a member is performed by qualified Privacy Advocates.
Does Protection Plus assist with state audits?
Yes. Tax Protection Plus provides assistance for both federal and state returns.
Who will assist taxpayers with an audit?
Protection Plus has full time EA’s and CPAs on staff that handle all issues with the appropriate taxing authorities.
Who will assist clients with identity theft issues?
A team of qualified privacy advocates is available 24/7 to assist taxpayers with identity theft issues they may face.
Does Tax Protection Plus offer bilingual assistance?
Yes. Protection Plus has Spanish support and case representatives available.
*Protection Plus will only cover tax returns for the years that the Protection Plus Plan was included. Audit assistance services expire after three tax seasons, on April 15. Identity theft restoration services expire one year from the date of purchase. Full terms and details can be found in the membership agreement.
As always, should you have any questions or concerns regarding your tax situation please feel free to contact us.