New this year: All amendments are now included in your coverage!

Clergy Financial Resources is proud to offer Audit Protection Plus for only $125 per year (regularly $199). This essential service shields you from the high costs of tax return corrections, required correspondence, amendments, and both mail-based and direct audits by the IRS or your state.

Why It Matters

Tax audits and notices can be stressful, time-consuming, and expensive. Each year, the IRS or your state may randomly select returns for review. Even if no errors are found, responding can cost hundreds—or even thousands—of dollars. Professional representation during an audit often exceeds $1,000.

With Audit Protection Plus, if your 2025 return is selected for review, we’ll manage all communication and negotiation with the IRS or state—at no additional cost.

Coverage includes:

• Tax return corrections
• Required correspondence
• Amendments
• Mail-based examinations
• Direct audits (prior to the appeals level)

Note: In-person audit representation is not included.

What’s Included:

If you’re audited or receive a notice, we’ll provide:

• Careful review and interpretation of IRS or state letters
• Research into applicable audit guidelines
• Assistance gathering and organizing supporting documentation
• Review of prior returns that may affect the audit
• Direct contact and negotiation with tax authorities

Without Audit Protection Plus, audit and correspondence services are billed at $250 per hour.

Enrollment Deadline

To ensure full coverage, you must enroll within 10 days of your return being filed. After that, enrollment closes for the year.

Don’t miss your chance to lock in peace of mind—and avoid costly hourly audit fees.

Financial Peace of Mind

• Avoid unexpected hourly fees (normally $250/hour).
• Flat annual cost keeps your budget predictable.
• Potential savings of thousands compared to hiring outside representation.

Time Savings

• We handle all communication with the IRS or state.
• No need to spend hours researching tax codes or drafting responses.
• Faster resolution with experienced professionals managing the process.

Comprehensive Coverage

• Includes all amendments at no extra charge.
• Covers both IRS and state audits.
• Assistance with prior‑year returns if they impact your current audit.

Professional Representation

• Experienced tax professionals negotiate directly with tax authorities.
• Guidance on audit procedures and expectations.
• Protection against costly mistakes when responding on your own.

Stress Reduction

• No need to worry about confusing IRS or state letters.
• We interpret notices and explain them in plain language.
• Confidence knowing experts are advocating for you.

Accuracy Guarantee

• If an error on a return we prepared leads to penalties, we’ll credit your account for those penalties.
• Ensures accountability and trust in your filings.

Long‑Term Value

• Protects not just your current return but also helps safeguard your financial record.
• Builds a history of professional support that can reduce risk in future filings.