Audit Alarm Details and Features- Individuals- Executive Plan

What is IRS Tax Account Monitoring?

• † Audit Alarm Tax Account Monitoring (TAM) is the continual systematic in-depth monitoring of your IRS Tax Account, including a history of all transactions and activity.

• † Audit Alarm Tax Account Monitoring (TAM) will provide advanced notice of Audit, Collection Activity, and other changes or adjustments to your IRS Tax Account.

• † Audit Alarm Tax Account Monitoring  (TAM) can also be effective in detecting Tax Identity Theft (by † Alerting you about  tax filing activity) and Payroll Tax Fraud (by † Alerting you to payments made and more importantly- missed).

Audit Alarm † Alerts or Tax Account Monitoring (TAM) will provide you insight into activity as they happen on your IRS Tax account.  Our system will detect IRS exams and CP2000s up to 6 months in advance 95% of the time. Through our direct link to your IRS Tax Account, we receive † Alerts  of most notices well in advance of you receiving the notice in the mail.

Our CP2000 detector compares your reported wage and income data with the return data to determine if you underreported weeks after filing, not a year later (savings 90% of the penalties and interest that normally accrues).

It’s Like Having a Crystal Ball to Forsee IRS Audit Notices

Imagine getting a six-month head start on your IRS Audit response preparation.

Enrolling in our Audit Alarm † Alerts or Tax Account Monitoring service can give you a heads up on an upcoming Audit which may give you a better chance at achieving a successful outcome.

Most common IRS Audit Notices include:

• Automated Underreporting Notice
• Correspondence Audit
• Office Audit
• Field Audit
• Tax Compliance Measurement Program (TCMP) Audit

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Advance Notice of IRS Collections

IRS offers limited time to response to an IRS Collection Notice – timing is everything.  Audit Alarm † Alerts may notify weeks earlier than the actual Notice Date, which may give you sufficient time to take preventative action.

Common Collection Actions take by the IRS:

• Notice of Federal Lien
• Notice of Intent to Levy (Financial Accounts)
• Notice of Intent to Garnish Wages
• Notice of Intent to Seize Assets

If you’ve had a IRS tax problem in the past, it is even more important to consider enrolling in Audit Alarm Tax Account Monitoring

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Tax Audit Protection  and Tax Problem Resolution Protection

Your tax audit and problem resolution membership with Audit Alarm provides expert representation for each tax return year for which you have a membership. We will handle all audit and tax problem resolution communications with the IRS or state tax authority on your behalf, From the first notice to the final resolution of your tax matter. With Audit Alarm, you should never have to meet the IRS or state taxing authority!

Avoid Unexpected Expenses

You can avoid the unknown expense of hiring a tax expert by having Audit Alarm’s Audit and Problem Resolution Defense each year through Audit Alarm as part of your monthly membership. If there’s an issue, it’s handled for you.

Avoid Hiring Specialty Representation

Having Audit and Tax Problem Defense is the solution for tax issues that require professional expertise. As part of your monthly membership with Audit Alarm, you can have knowledgeable tax and audit experts available to defend your tax return in the case of an audit or tax problem.

The audit and tax problem protection portion of the Audit Alarm Membership is priced on a per return basis and the current year is included in the Audit Alarm Membership. 

Can I purchase additional Audit and Tax Notice Defense for prior years?

Yes.  You can purchase Audit Defense and Tax Notice Protection for all prior years that may be subject to audit. 

Note: Membership must be purchased prior to your return being selected for audit or receiving a notice

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Payment Tracker

Our payment tracker † Alerts  you to expected payments that were missed or misapplied.

When significant changes occur on your account, a team member will notify you and provide recommendations on the appropriate actions.

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Help Prevent Tax Identity Theft

Tax-Related Identity Theft is an ever-growing problem.  Many taxpayers are unaware until months or even years after someone has filed a fraudulent return.  Audit Alarm Tax Account Monitoring will allow you to regularly monitoring your IRS Tax Account.  Our system may † Alert to fraudulent activity on your IRS Tax Account  This can help PREVENT potential Identity Thief.

“Tax-related identity theft has “evolved into a major enterprise by well-funded, technically sophisticated national and international criminal syndicates”, according to the IRS.

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See

Early Warning Signs of Tax Identity Theft and What You Should Do to Protect Yourself

7 Tips to Reduce the Risk of Tax Identity Theft

Identity Theft Reports by State and Metropolitan Area

What is Identity Theft?

Additional Benefits (With Executive or Enterprise Plans)

• Estimated tax payment † Alerts  and reminders
• Direct member access to tax practitioners
• Dedicated case advocate
• Priority servicing
• Discounts on annual personal income tax return preparation
• FREE automatic income tax return extension
• FREE audit representation
• FREE Tax-Related ID theft repair and restoration
• Digital storage for all of your tax forms
• FREE garnishment investigation and resolution by a Certified Tax Resolution Specialist

Full-Service Tax Resolution Firm to Back You Up

One of the benefits of working with Audit Alarm

Audit Alarm is a product of Legacy Tax & Resolution Services, a premier national tax resolution firm. As part of the Audit Alarm † Alerts, we will inform you of four things;

• The IRS Master File Code Definition
• What Does This Mean in Plain English
• What Should You Do About It
• How Legacy Tax & Resolution Services will be there to solve the problem

Many other tax account monitoring services can tell you about the problem but are not full-service tax resolution firms, so they cannot help you solve the problem(s).

By obtaining an additional Power of Attorney (Form 2848), we can provide immediate intervention in instances of Emergency Enforced Collections or Audit Representation.

In many cases, we can place up to a 30-Day Hold on Pending Collection Actions while investigating the best solution.

Below are the most common Enforced Collection Actions:

• Notice of Federal Tax Lien, 668Y
• Notice of Intent to Levy, CP504
• Notice of Levy, 668A
• Notice of Levy on Wages, Salary or Other Income, 668W
• Notice of Intent to Seize Assets

While this is not an exhaustive list of Enforced Collection Actions for which immediate intervention may be required. Audit Alarm † Alerts  will contact you immediately upon notification of collection action or audit notification and suggested correction action.

Click Here for Important Program Disclosures & Limits of Service

Here is What is Not Included with Audit Alarm

Audit Alarm † Alerts Tax Account Monitoring Program does NOT include any of the following:

• Preventing adverse Collection Actions taken by the IRS.  We can provide advance warning but cannot prevent it.
• Preventing or protection you against Tax Identity Theft. We can provide advance warning but cannot prevent it.

Click Here for Important Program Disclosures & Limits of Service

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We Also Offer Protection for You Dependents and Parents, Were You Would Monitor Their Account

DependentWatch

Children are increasingly victims of identity theft. According to a study by Carnegie Mellon University’s CyLab, children are 51 times more likely to be a victim of identity theft than adults. Additionally, the toll on these families is estimated to be about $540 million in out-of-pocket expenses

With DependentWatch, Audit Alarm makes it easy to ensure your dependent deduction(s) and credit(s) are protected.

With an adult membership, you can select DependentWatch as an additional service.

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SeniorWatch

Senior citizens are particularly susceptible to Tax-Related Identity Theft for the following reasons;

1. Certain senior citizens tend not to be required to file a tax return; therefore, tax identity may not be detected for years.
2. Again because many seniors are not required to file, they are not likely to check their tax account.
3. Seniors are hesitant to report tax-related identity theft because they are concerned a relative may have something to do with it.
4. A senior may fear that they will make their families feel they can no longer be trusted to live independently.

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The Process is Simple

SIGN UP

It only takes a few minutes to enroll and download our portal

Step-by-Step Enrollment Instructions

1. Complete Enrollment Form
2. Submit Form 8821 to authorize IRS Tax Account Monitoring
3. Choose your Plan
4. Download our Secure Client Portal

WE MONITOR & ALERT

Once completely enrolled, if we detect a potential threat on your IRS tax account, we will alert you by text, email, or mobile app and indicate three things;

• The nature of the threat
• What you should do about it
• How Legacy Tax & Resolution Services will help

WE REPRESENT YOU BEFORE THE IRS OR STATE

If you become a victim of tax ID theft, payroll tax fraud or need tax resolution services, we are here to represent you.

Start Your Enrollment

Step #1 – Complete the Enrollment Form

The following information is required to complete the enrollment form:

• Full Name, including suffix
• Full Address
• Social Security Number or EIN Number for the Enterprise Business Program
• Date of Birth
• Best Phone Number to contact you

Be sure you provide all the information exactly as it appeared on your most recently filed Federal Tax Return.  Your name and SSN should match the information listed with the Social Security Administration.

Complete Enrollment Form

Step #2 – Sign the Form 8821 to Authorize Monitoring of Your IRS Tax Account

Step #3 – Choose your Plan

Below are the available plans

Select Assurance Program – $24.99/month

• Tax account monitoring
• Access to IRS transcripts
• Quarterly tax reports
• Tax Audit and Tax Resolution Protection
• Helpful tax information and tax deadline calendar
• IRS account † Alerts  
• Exclusive offers and discounts codes
• Exclusive free access to LegacyPortal, a groundbreaking mobile app with 24/hr access

See all the details

Executive Assurance Program – $39.99/month

All FREE Assurance Access Services

• Estimated tax payment † Alerts  and reminders
• Direct member access to tax practitioners
• Dedicated case advocate
• Priority servicing
• Discounts on personal income tax return preparation
• FREE automatic personal income tax return extension
• FREE audit representation
• FREE tax-related ID theft repair and restoration
• Digital storage for all of your tax forms
• FREE garnishment investigation and resolution by a Certified Tax Resolution Specialist

DependentWatch – $9.99/month/dependent

·  Dependent Tax account monitoring

·  Access to IRS transcripts

SeniorWatch – $15.99/month/dependent

·  Dependent Tax account monitoring

·  Access to IRS transcripts

Step #4 – Download the Mobile App

Once you have activated your subscription for your selected Tax Account Monitoring Service Plan, we will submit an Electronic Authorization to your IRS Online Account. We will email you when the request has been submitted. Follow the instructions in the email to login into your IRS Online Account and Approve the request.

Once you have completed Steps 1-3, please allow up to 2 business days to receive an email invitation for access to the Secure Client Portal. If you have not received an invitation to the Secure Client Portal after two business days of your enrollment, please click below to Request Access. We will upload your personal IRS Tax Account Transcript Report to your Secure Client Portal for your review.

Please submit portal access requests to AuditAlarm@ltaxrs.com