Why Tax Professionals Partner with Protection Plus?
When UltimateTax users file, they receive Protection Plus support. If your clients receive a CP2000 notice, Protection Plus handles it. If your client needs representation for a full audit, Protection Plus will handle it as well. Our partnership makes handling tax audits effortless, so you can focus on growing your business.
Extra Peace of Mind for Clients
UltimateTax clients stand out through our partnership. The Protection Plus $1 Million Tax Audit Defense™ gives your clients the extra confidence they chose the right tax professional when filing their tax returns. With Protection Plus’s support, your clients will receive the peace of mind that there will be representation if any issues arise with the State or IRS.
Growing Your Tax Business
Protection Plus and UltimateTax help you get back valuable time so you can grow your book of business. Protection Plus’s EAs and CPAs will help find resolutions when your clients receive a notice. No more waiting on hold with the IRS, Protection Plus will do that for you
Handle Any Tax Notice with Ease
Protection Plus will help take on the burden of investigating and resolving tax notices and will give your business flexibility. Their team can work one-on-one with your clients to keep the process “hands-off,” or they can operate behind the scenes as you manage communication. This flexibility lets you operate your business the way you want.
There are two ways to sign up and use Protection Plus with UltimateTax
First and easiest way, is just to use UltimateTax and mark the return that you are using Protection Plus on this return.
- If the return is a bank product the fees will be withheld from your customers refund.
- If the return is not a bank product, then you will receive a bill from Protection Plus to pay for the service.
- We suggest adding a service fee to each Protection Plus return you do.
Sign up for Firm-Level Program through Protection Plus
- This level of service means that you pay a rate for ALL returns that you do. So if you do 500 returns then you would pay $5,000 (assuming a $10 charge per return)
- Returns are billed every week for all returns you file.
Benefits of Protection Plus Included in UltimateTax Subscriptions
Protection Plus’s $1 Million Tax Protection™
With Protection Plus, if your client receives a tax notice, audit, or inquiry, they provide up to $1,000,000 in services to reach a resolution. That includes a Professional Case Assessment, a professionally prepared response to the taxing authority, and representation before the IRS or State. All included in your UltimateTax subscription.
Identity Theft Restoration
How the Process Works
For UltimateTax clients, opening up a case with our case department is simple. If your client receives a notice or suspects they’re a victim of identity theft, you will be connected with a case resolution specialist who will guide you through the entire process to make your client whole.
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