Frequently Asked Questions

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

  • General Questions Close
    • How long have you been in business? Close

      We have been providing Tax Audit Defense and advisory services since 1988.

    • What forms of payment do you accept? Close

      TaxAudit.com accepts American Express, MasterCard, Visa, and Discover credit cards. We can also arrange for payments by check or money order.

    • How do you keep my tax information private? Close

      As a member of TaxAudit.com, your name, address, and other personal information will not be disclosed or sold to anyone else. Only TaxAudit.com’s 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®? Close

      TaxAudit.com partners with Intuit® to provide Audit Defense for users of TurboTax® Online and TurboTax® software.

    • What Internet Browsers does your website support? Close

      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.

    • Where are you located? Close

      Our corporate office is located in Citrus Heights, California. We have qualified representatives for all states and provide our expert audit defense services throughout the United States.

    • Can you give me a phone # to TurboTax®? Close

      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 Close
    • What happens when I receive an audit notice? Close

      As soon as you receive an audit notice, call the phone number provided on your TaxAudit.com membership agreement. DO NOT contact the IRS. You must use TaxAudit.com 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? Close

      Yes. TaxAudit.com plans to continue our membership program.

    • What is your satisfaction guarantee? Close

      You may cancel your membership for any reason within 30 days of purchase.

    • Do you review my tax return before you accept my membership? Close

      We do not review your tax return prior to the acceptance of the membership.

    • Is Tax Audit Defense for such a nominal cost too good to be true? Close

      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? Close

      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? Close

      We do not provide any form of membership for Publicly Traded entities.

    • How long will these Membership Plans defend my return? Close

      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.

    • Can I purchase Audit Defense Memberships for prior years? Close

      Yes. You can purchase Audit Defense Memberships or 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.

    • What happens if I do not file my tax return on time? Close

      Our Audit Defense Membership includes tax returns that were filed late.

    • What happens if I file an extension? Close

      Each filed tax return covered under your membership plan, including extensions, will be defended in accordance to your membership agreement.

    • Is my amended return eligible for membership? Close

      Amended returns are also covered under your membership in accordance to your membership agreement.

    • What if I have multiple state returns? Close

      All related state returns are included.

    • What are the different tax return types for which I can purchase a membership? Close

      TaxAudit.com 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? Close

      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? Close

      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

    • Does my spouse’s name need to be on the Audit Defense Membership when I sign up? Close

      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.

    • Why am I not linked to the Audit Defense membership when I file jointly with my spouse in TurboTax®? Close

      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 800.922.8348.

    • Why is the membership that was purchased for my tax return not under my name? Close

      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 covers 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 Close
    • How do I know if my notice is serious? Close

      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.com, you can report your notice by calling 800.92.AUDIT (800.922.8438). If you are not a TaxAudit.com member, our professional audit team can still
      evaluate your tax notice, providing you the fast answers you need.

    • I already spoke to an IRS agent about my notice. Is it too late to call you? Close

      No. Often, help is still possible. We will need to see all notices and tax returns to evaluate the case.

    • How fast can I expect an answer? Close

      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.

    • I checked my refund status with the IRS/state and it says I will be receiving a notice or audit letter, but I haven’t received it yet. Can TaxAudit.com help me? Close

      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.com 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.

    • Why shouldn't I just respond to the notice myself since the agency is only requesting a few documents? Close

      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.

    • Should I reply to the notice to let the agency know that you will be representing me? Close

      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 Close
    • Is the fee I pay for Audit Defense Deductible? Close

      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.

    • I’m already in the middle of an audit. Can you still help? Close

      Yes. Often, help is still possible. 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? Close

      Our representatives handle more audits in one month than most tax preparers or attorneys handle in a lifetime. With TaxAudit.com, you not only get personal service, but the experience of an expert defender.

    • I use an accountant. Can your service still help? Close

      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.

    • The IRS keeps calling me. How do I get them to stop? Close

      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.com membership, tell them that you have representation and future contact should go through your representative. With TaxAudit.com, you never have to face the IRS alone.

    • How much does your defense service cost? Close

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

      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. 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.

    • Do you help resolve old tax problems? Close

      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.

    • Why was my audit case closed? Close

      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.

    • I bought Audit Defense, so why haven't you helped me with this IRS letter yet? Close

      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 to us through our website or by calling us.