Mon–Fri 9am–6pm PT · Extra Saturday hours 9am–4pm (Mar 15–Apr 15) (415) 842-2940 support@flextcg.com
Protection Plus

Audit assistance for your tax return

Protection Plus is a third-party company that provides audit assistance, a preparation guarantee and identity theft restoration services for covered tax returns.

Benefits

What Protection Plus provides

Protection Plus has worked with taxpayers for over 15 years on IRS and state issues of all kinds.

Audit assistance

Help with almost any letter from the IRS or your state about your individual return. Case resolution specialists are full-time employees with EA and/or CPA designations.

$2,500 preparation guarantee

If a legitimate preparer error is made on the return, Protection Plus pays up to the first $2,500 of resulting taxes, penalties and interest. Fraud, negligence and taxpayer errors are not covered.

Identity theft restoration

A full year of ID theft restoration for you, your spouse and dependents under 18 — including 6 months of daily credit monitoring after an incident and a state-specific recovery kit.

Common issues

What Protection Plus can help with

  • Denied credits, such as the Earned Income, Child and Education credits
  • Questions about Schedules A, C and E
  • Tax debt resolution: offers in compromise, installment agreements and penalty abatement
  • Wage garnishment relief and innocent spouse relief
  • Notices from the IRS or your state tax agency

Lasting coverage

Audits often come years after you file. Your covered federal return is protected for 3 full years and your state return for 4 years — even if you don’t purchase Protection Plus in future years.

Read the full member agreement →

Filing a claim

How to request assistance

1

Gather your documents

The IRS or state letter, related tax preparation documents, the tax return, and a short summary of the case.

2

Submit your claim

Send your documents to Protection Plus through their request form.

3

Work with your representative

Protection Plus assigns a representative for the process. Respond promptly and provide any additional information they request.

What happens after you submit

  • You receive an email to create an account on the Protection Plus secure portal
  • Within 24 to 48 hours, they reach out to review the letter and documents and guide you on next steps
  • They identify the issue and build an action plan for responding to the IRS or state
  • They follow up with you every 7 business days with updates or document requests
  • If the error was the preparer’s, the preparer provides a signed error statement for the claim
  • After the final tax is determined, eligible penalties and interest are covered up to $2,500 and reimbursed to you

Questions about Protection Plus?

Our team can help you understand your coverage and what to do if you receive a notice.

Direct (415) 842-2940 · Toll-free (888) 801-7396 · support@flextcg.com
Monday–Friday, 9 am–6 pm Pacific