Is TurboTax Audit Defense any good?

September 22, 2021 by Kate Ferreira, CTEC
Woman Thinking

Is TurboTax Audit Defense any good? This might be a question you have asked yourself when filing your tax returns through TurboTax. You have been using TurboTax for years and love the product. You do not often make mistakes on your tax return, so why do you need audit defense anyways? And if you do decide to get audit defense, is the one that TurboTax offers even worth it?

These are all very valid questions, and I am here to tell you, yes, you want audit defense, and yes, it is worth it!

Audit Defense purchased through TurboTax is provided by TaxAudit. Whether or not you have heard of us, you have landed on our website, so welcome! We have been around for quite a bit - over 30 years, to be more specific - and in that time frame, we have perfected our craft. If you are a numbers person, buckle up! We have helped over 350,000 clients, have over 1,700 years of combined tax experience, and more than 41,800 hours of tax training. To say that we take education and what we do seriously is an understatement!

If you aren’t a numbers person, I see you. I am a people person. And, when I am a client of a big company, it is important to know that I won’t be lost in the hustle and bustle. As a client, I want to know that I matter.
 

At TaxAudit, you matter.


How do I know that this is true? Well, for starters, we have a whole section on our website dedicated to client success stories (which you can check out here) along with excellent reviews (which you can take a look at here). If you are more of a visual person, you can check out a testimonial video from actual TaxAudit members on our YouTube channel here.

While this information is great, I want to give you a more detailed example of why TurboTax’s Audit Defense is not only good – but exceptional!

In our most recent client success story, we shared Sierra’s three-year battle with the IRS. The issues listed on the IRS notice Sierra received were not her fault. A bank attributed income to Sierra’s account that did not belong to her. Additionally, the IRS misunderstood how she handled retirement income. Both issues were completely out of Sierra’s control – she filed a solid tax return – but unfortunately, the IRS assessed taxes on these errors to Sierra’s detriment. She now owed thousands of dollars!

Sierra contacted TaxAudit and worked with her tax professional to gather all the proper documentation needed. A thorough response was sent to the IRS, clearly detailing all the misunderstandings. However, the IRS responded and did not make the changes requested, even with solid documentation. Did Sierra’s tax professional stop there? Absolutely not. Her tax professional not only sent another response, but over the course of three years, sent a total of five responses to the IRS, in addition to making countless phone calls. In the end, Sierra’s tax professional was able to get the IRS to accept the changes and, not only did she not owe the large amount previously proposed, but she received a refund from the IRS!

This is just one example of the thousands of cases that TaxAudit handles, and shows how far we are willing to go for our clients. If you want peace of mind and a team of dedicated tax professionals on your side, click here to purchase audit defense!

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Kate Ferreira
Communications Associate

 

Kate Ferreira is a Communications Associate with TaxAudit. A California Tax Education Council (CTEC) registered tax professional, Kate has been with the organization since 2015. Kate enjoys the challenge of writing about complex issues – including taxes. Outside of work she enjoys traveling, listening to vinyl, and going on adventures with her dog, Indiana Bones.


 

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