Our Premier Membership Plan is by far the best value for our customers. This annual subscription includes unlimited access to our toll–free TaxHotline, an annual review of your Federal tax return, and full service tax audit defense representation for all tax years for as long as you are a member.

Premier Membership Plan includes:

Tax Audit Defense:
If you are notified of a Federal or state income tax audit, our qualified representatives will defend any income tax return as long as you are a member of TaxResources at no additional charge. This includes the current tax year and any other years. This membership plan even includes your tax returns that were filed late.

In the event of a tax audit, TaxResources will:
Defend your income tax return in an audit through the highest level of appeals Schedule and attend all audit appointments Review your tax return for additional problem areas Review your documentation before the IRS sees it Make all audit phone calls Handle all audit correspondence Prepare requests for appeals conferences Prepare a U.S. Tax Court Petition, if necessary Minimize the financial impact of an audit

TaxHotline Tax Advice:
Unlimited year round access to our toll–free TaxHotline for any tax questions, tax planning, or tax problems. Our skilled professionals can help you develop a tax strategy to minimize your taxes and your audit risk. These professionals will also help resolve tax notices and provide advice on tax collection issues for any year or any type of tax. This service alone is worth more than the price of membership.

Tax Return Review:
This service includes a review of your current Federal tax return and a follow–up phone consultation to discuss the review prior to your submission to the IRS. We will look for areas that could attract attention or concern. We will also search for additional deductions that may have been overlooked, such as misclassifications, possible tax problems resulting from errors in investment strategies, and/or business investments.

TaxBulletin:
This publication provides you with up–to–date information on how changes within the IRS and Congress will impact your tax return. Articles offer helpful tips on avoiding tax audit pitfalls. The TaxBulletin is published monthly and is available through the Member’s Entrance of our website.

You must be a TaxResources member before your audit notice is issued to take advantage of the professional tax audit defense services. Protect yourself and your family today!

The Premier Membership Plan must be renewed annually to maintain benefits. The membership fee is nominal compared to the exceptional benefits this membership offers. Discover why over 2 million people currently have TaxResources’ memberships by becoming a member today!

Questions? Check our Frequently Asked Questions or call us at 1–800–92–AUDIT.

Please note that business entities with gross receipts exceeding $5 million and/or 10 partners/stockholders/beneficiaries/members are not eligible for membership.

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TaxResources, Inc. will provide the audit defense services described in this agreement in return for the annual membership fee and compliance with all applicable terms of this agreement.

CLARIFICATION OF TERMS
In this agreement, “you” and “your” refer to the member(s) shown on the membership certificate. “We,” “us” and “TRI” refer to TaxResources, Inc., the company providing audit defense services. “IRS” refers to the Internal Revenue Service and “State” refers to your state income tax authority.

Audit: Audit means any communication, including telephone calls, initiated by the IRS or State income tax agency that wishes to audit, examine, review, investigate or verify any item or items on the IRS income tax forms and State equivalent listed on the membership certificate.
Audit Defense: Audit Defense means that TRI will represent you through the completion of any income tax audit for any tax year(s) for which the notice date is after the Acceptance Date and during the period of membership listed on the membership certificate, subject to the limitations and exclusions listed on the membership certificate and this agreement.

Audit Defense also includes:

1. Handling all communications, including letters and/or telephone calls with the IRS or State regarding the audit.
2. Assigning the Audit Representative(s) to manage your case.
3. Developing a strategy with you and then meeting with the IRS or State on your behalf.
4. Consulting whenever necessary with your tax preparer, with the understanding that you are responsible for your tax preparer’s fees, if any.
5. Negotiating with the IRS or State through Appeals and pre-litigation Appeals review prior to trial in Tax Court.
6. No settlement will be reached with the IRS or State without your final approval and consent.
7. Two hours of collection assistance is available on request if your covered audit results in additional tax due.

Acceptance Date: Acceptance Date is the date TRI receives your membership application and payment in full and your application is approved. Your Acceptance Date appears on the membership certificate.
Statute of Limitations: Statute of Limitations is the time the IRS or State has to audit your tax return. The Statute of Limitations for the IRS is generally three years from the date of filing or the due date, whichever is later, and is typically four years for States.
Period of Membership: Period of Membership is the period commencing with the Acceptance Date and ending on the expiration date that appears on the membership certificate during which audit defense services are provided under the terms of this agreement. If your Membership is paid through an organization, you must be in good standing with that organization and that organization must continue to renew your Membership. Membership is suspended if a payment is not received when due and terminates thirty days later if not reinstated by payment receipt.
Audit Representative(s): Audit Representative(s) means your TRI audit representative(s) who will be assigned to your audit case. These individuals will ordinarily be assigned to you according to their area of expertise, subject only to TRI’s experience with each Audit Representative in actual past audits.

CONFIDENTIALITY
As a member of TRI, your name, address, and any other personal information will not be disclosed or sold to any persons or firms. Only TRI’s Audit and Technical staff will have access to your tax information.

MEMBER BENEFITS
Audit Defense – TaxResources, Inc. will professionally defend a covered federal or state income tax audit or notice from the time of the first notice to its completion, subject to the Audit Defense Plan Limitations and Exclusions described below. This includes any audit that arises during the period of membership as defined on the membership certificate. All scheduling of appointments, telephone calls and correspondence will be handled by the assigned Audit Representative. We will meet with the auditor on your behalf and will defend you through the highest level of appeals, if necessary.
TaxHotline – The member has unlimited access to the toll-free TaxHotline number for tax questions, advice and counseling concerning the IRS and any state tax agency. This includes advice and questions regarding accounting methods, record keeping, documentation of deductions, etc. This also includes assistance on how to handle and resolve any other correspondence or notices received from the IRS or any state tax agency. Assistance can also be received regarding collection issues, tax problems with divorces, bankruptcy and any other tax related subjects.
TaxBulletin with understandable and useable tax information designed to keep you informed of changes within the IRS, changes in tax laws and regulations, changes in policies and procedures, and other tax related articles.
Return Review – We will review our members’ current Federal tax return prior to submission to the IRS. We will look for areas that could attract attention or concern. We will also search for additional deductions that may have been overlooked, such as misclassifications, possible tax problems resulting from errors in investment strategies, and/or business investments. (In order to use this service, please submit a complete copy of your tax return(s) to our Audit and Technical Services Division. No return reviews will be accepted during the 15 (fifteen) days prior to a filing deadline. In order to obtain a thorough review and analysis, please allow a minimum of 7 business days after our receipt of your tax returns.)

RESPONSIBILITIES
Our Responsibility: We are responsible to provide you with the highest caliber audit defense service available.

Your Responsibility: You are responsible to perform or provide the following:

1.  Upon receipt of any communication from the IRS or State, promptly call TRI at 800–922–8348! Do not contact the IRS. To ensure effective service regarding your audit, you must use your assigned TRI Audit Representative(s) as your only contact with the IRS or State. If you do not contact TRI within 15 days of the date of the first notice, additional charges may apply. If you wait too long you will eliminate our ability to defend your case.
2.  Provide your signature(s) on the required IRS or State Power of Attorney and return to the Audit Representative(s) in a timely manner. This will enable your Audit Representative(s) to communicate with the IRS or State on your behalf. This document may not be altered in any way.
3.  Provide in a timely manner the information and documentation necessary to substantiate the various items of income and expense in question so that your Audit Representative(s) can prepare your defense.
4.  We ask that you comply with the audit procedure and strategy actions recommended by TaxResources, Inc. and any of the Audit Representative(s) working on your behalf. If you are unable to maintain this commitment, TaxResources, Inc. cannot be responsible for the outcome of your audit and reserves the right to cease providing service where reasonably warranted.

AUDIT DEFENSE PLAN LIMITATIONS
TaxResources, Inc. is dedicated solely to legitimately protecting the rights and assets of our members in the event of an audit or notice. The following defines our service limitations:

• TRI does not provide legal assistance, nor represent our members in Federal or State Court, including Tax Court.
• TRI does not provide legal assistance in defending issues of civil or criminal fraud.
• TRI does not prepare or amend our members’ Federal, State or Local income tax returns.
• TRI will not reconcile checkbooks, organize records or do record keeping or bookkeeping for our members.
• TRI is not responsible for the extra work and costs involved if you report your audit or notice late or you do not cooperate by providing the documentation in a timely manner to your representative which results in the auditing agency issuing a Notice of Deficiency (NOD) or the state equivalent. If this occurs, TRI will pass these costs onto the member in the form of a Late Fee.

AUDIT DEFENSE PLAN EXCLUSIONS
Certain audits, tax returns, and issues of audit may be excluded from the Audit Defense Plan for any of the following reasons:

Pre–existing conditions – If the date on the notice of audit from the IRS or State is prior to the Acceptance Date of this Agreement, audit defense services for that audit are excluded.
Large Businesses – Business entities with gross receipts exceeding $5 million and/or 10 partners/stockholders/beneficiaries/members are not eligible for membership.
Ownership interest in other tax entities – If you have an ownership interest in a Corporation, Partnership, LLC, LLP, Trust, Estate, or Tax Shelter that has been contacted for an audit and is not a TRI member, audit defense services for that tax entity are excluded.
Tax protestors – TaxResources, Inc. will exclude anyone protesting the taxing of income on economic, religious, legal or constitutional grounds, or other frivolous claims.
Criminal Investigation (CI) – If you are currently under investigation by CI, you are excluded from audit defense services. For any audit that TRI is defending in which CI enters the audit, TRI will cease working that audit and will exclude the member from further audit defense services until completion of the CI investigation. When the CI investigation is completed, TRI will resume working on the audit.
Other taxes – Your Audit Defense Plan is limited to the type of income tax return listed on the membership certificate. Payroll tax, sales tax, property tax, gross receipts tax, city and local tax, estate and gift tax and compliance audits of pension and profit sharing plans are excluded from the Audit Defense Plan.

TERMINATIONS OF MEMBERSHIP AGREEMENT
TaxResources, Inc. reserves the right to terminate this membership upon the upon the breach of any material provision of this agreement by the member, in the event that an audit, tax return, or issue of audit meets the criteria of any of the “AUDIT DEFENSE PLAN EXCLUSIONS” listed above, or in the event that a condition renders the completion of TaxResources’ responsibilities under this agreement unreasonably difficult to fulfill. Conditions that can render completion of TaxResources’ responsibilities unreasonably difficult include, but are not limited to, failure by the member to reasonably fulfill any provision listed as “Your Responsibility” under “RESPONSIBILITIES” above, failure to cooperate during the course of the audit process, or repeated use of abusive, inappropriate, or unprofessional language when communicating with any staff members or representatives of TaxResources.
This membership shall also be deemed to be terminated if the membership fee has not been paid or has been refunded to the member.

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