Audit Alarm Plans and Pricing

Senior Select Assurance Program – $15.99/month (Must be 60 years old or older)

Tax account monitoring
Access to IRS transcripts
Quarterly tax reports
Tax Audit and Tax Problem 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

Details Below

Tax Account Monitoring:

Audit Alarm provides 24/7 tax account monitoring.  Within 30 days of enrollment and completion of Form 8821- Information Authorization, Legacy Tax & Resolution Services (LTRS) will gain access to your IRS master file electronically.  Once complete, we will begin receiving copies of all the IRS Notices and Letters you receive.  With an increased level of Power of Attorney and separate engagement, Legacy Tax & Resolution Services (LTRS) can proactively represent you before the IRS and aggressively address your collection issues before the IRS initiates any further actions.

Access to IRS Transcripts:

All our Audit Alarm Tax Account Monitoring (TAM) program members still have complete access to their IRS accounts.  We are standing by, ready to assist when needed!

Quarterly Tax Reports:

Audit Alarm/LTRS will send you a comprehensive quarterly tax account reports as part of our services.  This exclusive report will show you your tax account standings, including a complete history of your tax filings, earnings, and much more!

Tax Audit 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 with a agent of the IRS or state taxing authority!

Avoid Unexpected Expenses

You can avoid the unknown expense of hiring a tax expert becuase you have 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.

Learn More

The audit and tax problem protection portion of the Audit Alarm Membership ($60/annually) 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.  For federal income tax audits, the audit statute is typically three years and up to six years if you substantially underreported your income.  Most states add another year.  Some State taxing agencies have varying audit expiration periods.  With an ongoing membership, the year(s) covered continue to roll.  For example, if you add the additional three years, you would be consistently protected for the current year plus the three previous years, typically included in the audit statute.  If you are concerned about the additional state statute year, you would add the fourth year out. 

Note: If your only sign up for Audit Alarm Membership without adding the additional years open to audit statute, you would be covered for the year of signup only.

Note: Membership must be purchased prior to your return being selected for audit or receiving a notice, based on information found in your transcripts

Helpful Tax Information and Tax Deadline Calendar:

All TAM members have access to the Legacy’s tax blog, newsletter, helpful tax tips, and information written by LTRS professionals.  Additionally, to help keep you compliant, LTRS will keep you apprised of key tax dates and deadlines.

Participate in Exclusive Offers and Discounts codes:

All enrolled TAM members can participate in special offers and discount codes designed to save you money.  Sign up now to receive our next great deal!

Exclusive Free Access to LegacyPortal, a groundbreaking Mobile App with 24/hr access:

The Legacy LegacyPortal App will help you manage all aspects of your tax case anytime, anywhere.  Use LegacyPortal for real-time updates from your team of tax professionals.  Communicate with your tax team, receive and submit documents on the go, and receive alerts about IRS actions to your account.  All this from the convenience of your mobile device, tablet, or PC!

Enroll in Select Assurance Now

Complete Credit & Consumer Identity Protection, also available (not included)

Select Assurance Program – $24.99/month (includes Sole Proprietorships)

Tax account monitoring
Access to IRS transcripts
Quarterly tax reports
Tax Audit and Tax Problem 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

Details Below

Tax Account Monitoring:

Audit Alarm provides 24/7 tax account monitoring.  Within 30 days of enrollment and completion of Form 8821- Information Authorization, Legacy Tax & Resolution Services (LTRS) will gain access to your IRS master file electronically.  Once complete, we will begin receiving copies of all the IRS Notices and Letters you receive.  With an increased level of Power of Attorney and separate engagement, Legacy Tax & Resolution Services (LTRS) can proactively represent you before the IRS and aggressively address your collection issues before the IRS initiates any further actions.

Access to IRS Transcripts:

All our Audit Alarm Tax Account Monitoring (TAM) program members still have complete access to their IRS accounts.  We are standing by, ready to assist when needed!

Quarterly Tax Reports:

Audit Alarm/LTRS will send you a comprehensive quarterly tax account reports as part of our services.  This exclusive report will show you your tax account standings, including a complete history of your tax filings, earnings, and much more!

Tax Audit 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 with a agent of the IRS or state taxing authority!

Avoid Unexpected Expenses

You can avoid the unknown expense of hiring a tax expert becuase you have 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.

Learn More

The audit and tax problem protection portion of the Audit Alarm Membership ($60/annually) 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.  For federal income tax audits, the audit statute is typically three years and up to six years if you substantially underreported your income.  Most states add another year.  Some State taxing agencies have varying audit expiration periods.  With an ongoing membership, the year(s) covered continue to roll.  For example, if you add the additional three years, you would be consistently protected for the current year plus the three previous years, typically included in the audit statute.  If you are concerned about the additional state statute year, you would add the fourth year out. 

Note: If your only sign up for Audit Alarm Membership without adding the additional years open to audit statute, you would be covered for the year of signup only.

Note: Membership must be purchased prior to your return being selected for audit or receiving a notice, based on information found in your transcripts

Helpful Tax Information and Tax Deadline Calendar:

All TAM members have access to the Legacy’s tax blog, newsletter, helpful tax tips, and information written by LTRS professionals.  Additionally, to help keep you compliant, LTRS will keep you apprised of key tax dates and deadlines.

Participate in Exclusive Offers and Discounts codes:

All enrolled TAM members can participate in special offers and discount codes designed to save you money.  Sign up now to receive our next great deal!

Exclusive Free Access to LegacyPortal, a groundbreaking Mobile App with 24/hr access:

The Legacy LegacyPortal App will help you manage all aspects of your tax case anytime, anywhere.  Use LegacyPortal for real-time updates from your team of tax professionals.  Communicate with your tax team, receive and submit documents on the go, and receive alerts about IRS actions to your account.  All this from the convenience of your mobile device, tablet, or PC!

Enroll in Select Assurance Now

Complete Credit & Consumer Identity Protection, also available (not included)

Executive Access Program – $39.99/month (includes Sole Proprietorships)

All FREE Assurance Access Services

Estimated tax payment alerts and reminders
Direct member access to tax practitioners
Dedicated team manager
Priority servicing
Discounts on annual current-year 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

Details Below

All Select Assurance Access Services:

Tax Account Monitoring:

Audit Alarm provides 24/7 tax account monitoring.  Within 30 days of enrollment and completion of Form 8821- Information Authorization, Legacy Tax & Resolution Services  (LTRS) will gain access to your IRS master file electronically.  Once complete, we will begin receiving copies of all the IRS Notices and Letters you receive.  With an increased level of Power of Attorney and separate engagement, Legacy Tax & Resolution Services (LTRS) can proactively represent you before the IRS and aggressively address your collection issues before the IRS initiates any further actions.

Access to IRS Transcripts:

All our Audit Alarm Tax Account Monitoring (TAM) program members still have complete access to their IRS accounts.  We are standing by, ready to assist when needed!

Quarterly Tax Account Reports:

Audit Alarm will send you a comprehensive quarterly tax account report.  Your quarter tax account report will show you where your tax account stands, including a complete history of your tax filings, earnings, and much more!

Tax Audit 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. With Audit Alarm, you should never have to meet with an agent of the IRS or state taxing authority! 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 with a agent of the IRS or state taxing authority!

Avoid Unexpected Expenses

You can avoid the unknown expense of hiring a tax expert becuase you have 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.

Learn More

The audit and tax problem protection portion of the Audit Alarm Membership ($60/annually) 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.  For federal income tax audits, the audit statute is typically three years and up to six years if you substantially underreported your income.  Most states add another year.  Some State taxing agencies have varying audit expiration periods.  With an ongoing membership, the year(s) covered continue to roll.  For example, if you add the additional three years, you would be consistently protected for the current year plus the three previous years, typically included in the audit statute.  If you are concerned about the additional state statute year, you would add the fourth year out. 

Note: If your only sign up for the Audit Alarm Membership without adding the additional years open to audit statute, you would be covered for the rolling current year only.

Note: Membership must be purchased prior to your return being selected for audit or receiving a notice, based on information found in your transcripts

Helpful Tax Information and Tax Deadline Calendar:

All TAM members have access to the Legacy Tax & Resolution Services newsletter, tax blog, helpful tax tips, and information regularly published by LTRS professionals.  Additionally, LTRS will keep you apprised of key dates and deadlines to help keep you IRS compliant and take advantage of opportunities.

IRS Account Alerts:

Our Tax Assurance Team vigilantly monitors our members’ accounts.  If something impacts your tax account (filings, notices, collections or payment compliance), you will hear from our team immediately!  Audit Alarm/LTRS will reach out to you the same day any action or indication on your account becomes a cause for concern.

Participate in Exclusive Offers and Discounts codes:

All enrolled TAM members can participate in discounts and special offers designed to save you money.  Sign up now makes you eligible for our next great deal!

Exclusive Free Access to LegacyPortal, a groundbreaking Mobile App with 24/hr access:

The LegacyPortal App will help you manage all aspects of your tax case anytime, anywhere.  Use LegacyPortal for real-time updates from your team of tax professionals.  Easily communicate with your accounting, payroll, tax preparation, and tax resolution team.  The LegacyPortal App will allow you to receive and submit documents on the go.  This system is also how we send alerts and client requests that require your action and attention.  All this can conveniently be done from your mobile device, tablet, or PC!

Estimated Tax Payment Alerts and Reminders:

If you are self-employed or the owner of a flow-through entity, you may be required to make estimated tax payments.  Many busy business owners do not have the time to keep track of these requirements when trying focus on growing their businesses and trying to spend time with friends and family.  Audit Alarm will take the pressure off you by providing reminders when estimated payments are due ahead of time!

Direct Member Access to Tax Practitioners:

As an Executive member, you can directly have access to one of our licensed tax professionals anytime and speak with them at your convenience by conveniently scheduling a phone conference.

Dedicated Team Manager:

When you have questions, we want to provide answers right away!  Regardless of the services needed, accounting, payroll, tax preparation, entity structuring/planning, tax planning, or tax resolution, your case will be assigned to a dedicated team manager.  You will be provided with their direct contact information.  Regardless of your needs, you can breathe easier knowing that your dedicated services advocate cares about you and your company’s success and is committed to seeing that you have a top-notch customer experience.

VIP Servicing:

Our Executive Level members are treated like VIPs and go to the front of the line regarding appointments, tax preparation, or any other servicing.  Your VIP status as an Executive member gets you priority from our services team.

Discount of 20% on Annual Personal Income Tax Return Preparation:

Once our Executive members have completed six months of paid membership, they receive a 20% discount on tax preparation for their current personal income tax return.  If they need a return sooner?  No problem; they can prepay the six months of membership at any time!  Tax returns prepared on behalf of our members include audit protection ($5,000 value).

FREE Automatic Personal Income Tax Return Extension:

All Executive Access members will receive a complimentary current-year personal tax return extension filing on or before the Tax Due Date.

FREE Audit Representation:

Suppose the IRS chooses to exam one of your previously filed tax returns.  In that case, LTRS will assign an audit representation specialist to review the Notice of IRS Examination and your IRS transcripts and schedule a formal consultation to discuss options and likely outcomes.

FREE Tax-Related ID Theft Repair and Restoration:

Unfortunately, tax-related identity theft is a severe problem affecting folks worldwide.  Many US taxpayers do not realize that tax-related identity theft can significantly impact their standing with the IRS.  Individuals who experience tax-related identity theft often find out the hard way someone has filed a fraudulent personal income tax returns.  The fraudulent returns often report income the taxpayer never received and claims deductions and credits the taxpayer is not entitled to.  These criminals file these returns to obtain fraudulent tax refunds.  The end result of these returns can often result in an audit or unfair tax bills.  Unwinding these fraudulent returns is frustrating and highly complicated.  Working directly with the IRS’s Identity Protection Specialized Unit, our tax practitioners have resolved many of these cases.  If you are the victim of tax-related ID Theft, we will work with you efficiently and effectively to streamline the process to get results.  Through Audit Alarm, we will report returns as they are filed, giving you time to report the fraudulent return before it causes a complete nightmare.  As a member, if you are a victim of tax-related ID theft, you will receive 100% support until the issue is remedied. 

Digital Storage for all of your Tax Forms:

As the IRS recommends, keeping your tax records for seven years can be burdensome!  Let LTRS carry that burden for you with our fully accessible LegacyPortal.  This is standard with the Executive membership, and LegacyPortal app allows you to upload and store your documents with a snap.

FREE Garnishment Investigation and Resolution by a Certified Tax Resolution Specialst:

If the worst happens, and your income or bank accounts get levied, we will act fast and have a Certified Tax Resolution Specialist call the IRS immediately to get the full scoop on what has happened and why.  We will bring you answers and an action plan to resolve your garnishment. 

Enroll in Executive Assurance Now

Complete Credit & Consumer Identity Protection, also available (not included)

DependentWatch – Additional $9.99/month/To Add the Family Plan (Birth Certificate Must List You As Parent)

·  Dependent Tax account monitoring

·  Access to IRS transcripts

Details Below

Tax Account Monitoring:

Audit Alarm provides 24/7 tax account monitoring.  Within 30 days of enrollment and completion of Form 8821- Information Authorization, Legacy Tax & Resolution Services (LTRS) will gain access to your IRS master file electronically.  Once complete, we will begin receiving copies of all the IRS Notices and Letters you receive.  With an increased level of Power of Attorney and separate engagement, Legacy Tax & Resolution Services (LTRS) can proactively represent you before the IRS and aggressively address your collection issues before the IRS initiates any further actions.

Access to IRS Transcripts:

All our Audit Alarm Tax Account Monitoring (TAM) program members still have complete access to their IRS accounts.  We are standing by, ready to assist when needed!

Enroll in DependentWatch Now

SeniorWatch– Additional $15.99/month/To Add the Family Plan as a Monitor (Financial Power of Attorney Must List You As an Executor or Financial Power of Attorney)

·  Senior Tax account monitoring

·  Access to IRS transcripts

Details Below

Tax Account Monitoring:

Audit Alarm provides 24/7 tax account monitoring.  Within 30 days of enrollment and completion of Form 8821- Information Authorization, Legacy Tax & Resolution Services (LTRS) will gain access to your IRS master file electronically.  Once complete, we will begin receiving copies of all the IRS Notices and Letters you receive.  With an increased level of Power of Attorney and separate engagement, Legacy Tax & Resolution Services (LTRS) can proactively represent you before the IRS and aggressively address your collection issues before the IRS initiates any further actions.

Access to IRS Transcripts:

All our Audit Alarm Tax Account Monitoring (TAM) program members still have complete access to their IRS accounts.  We are standing by, ready to assist when needed!

Enroll in SeniorWatch Now

Enterprise Access Program – Rates as low as $109.99/month/Separately Filed Business Return

All Assurance and Executive Access Services

Payroll Tax Fraud Detection
Discounts on all-inclusive accounting plans, including bookkeeping, payroll, contract labor filings, excise tax filings, state employment, state unemployment, and state and local sales tax filings
Discounts on annual business income tax return preparation
A designated accounting team with accounting services engagement
FREE automatic business income tax return extension
Direct member access to CPAs
Annual tax advantage strategy, individualized tax planning strategy from a highly skilled CPA

Details Below

Enterprise Access: Helping you Focus on What Matters Most—Growing Your Business!

All Select Assurance and Executive Access Services:

Tax Account Monitoring:

Audit Alarm provides 24/7 tax account monitoring.  Within 30 days of enrollment and completion of Form 8821- Information Authorization, Legacy Tax & Resolution Serviu ces (LTRS) will gain access to your business IRS master file electronically.  Once complete we will begin receiving copies of all the IRS Notices and Letters you receive.  With an increased level of Power of Attorney and separate engagement, Legacy Tax & Resolution Services (LTRS) can proactively represent you before the IRS and aggressively address your collection issues before the IRS initiates any further actions.

Access to IRS Transcripts:

All our Audit Alarm Tax Account Monitoring (TAM) program members still have complete access to their businss IRS accounts.  We are standing by, ready to assist when needed!

Quarterly Tax Account Reports:

Audit Alarm will send you a comprehensive quarterly tax account reports.  Your quarter tax account reports will show you where your tax account stands, including a complete history of your tax filings, earnings, and much more!

Tax Audit and Tax Problem Resolution Protection

Your tax audit and problem resolution membership with Audit Alarm provides expert representation for each business tax return year for which you have a membership. With Audit Alarm, you should never have to meet with an agent of the IRS or state taxing authority! We will handle all business 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 with a agent of the IRS or state taxing authority!

Avoid Unexpected Expenses

You can avoid the unknown expense of hiring a tax expert because you have 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 business tax return in the case of an audit or tax problem.

Learn More

The audit and tax problem protection portion of the Audit Alarm Membership ($120/annually) 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.  For federal income tax audits, the audit statute is typically three years and up to six years if you substantially underreported your income.  Most states add another year.  Some State taxing agencies have varying audit expiration periods.  With an ongoing membership, the year(s) covered continue to roll.  For example, if you add the additional three years, you would be consistently protected for the current year plus the three previous years, typically included in the audit statute.  If you are concerned about the additional state statute year, you would add the fourth year out. 

Note: If your only sign up for Audit Alarm Membership without adding the additional years open to audit statute, you would be covered for the year of signup only

Note: Membership must be purchased prior to your return being selected for audit or receiving a notice, based on information found in your transcripts

Helpful Tax Information and Tax Deadline Calendar:

All TAM members have access to the Legacy Tax & Resolution Services newsletter, tax blog, helpful tax tips, and information regularly published by LTRS professionals.  Additionally, LTRS will keep you apprised of key dates and deadlines to help keep you IRS compliance and take advantage of opportunities.

IRS Account Alerts:

Our Tax Assurance Team vigilantly monitors our members’ business accounts.  If something impact your business tax account, (filings, notices, collections or payment compliance), you will hear from our team right away!  Audit Alarm/LTRS will reach out to you the same day any action or indication on your busness account becomes a cause for concern.

Participate in Exclusive Offers and Discounts codes:

All enrolled TAM members can participate in discounts and special offers designed to save you money.  Sign up now makes you elliglible for our next great deal!

Exclusive Free Access to LegacyPortal, a groundbreaking Mobile App with 24/hr access:

The LegacyPortal App will help you manage all aspects of your tax case anytime, anywhere.  Use LegacyPortal for real-time updates from your team of tax professionals.  Easily communicate with your accounting, payroll, tax preparation, tax resolution team.  The LegacyPortal App will allow you to receive and submit documents on the go.  This systems is also how we send alerts and client requests that require your action and attention.  All this can convenience be done from your mobile device, tablet, or PC!

Estimated Tax Payment Alerts and Reminders:

If you are a flow through entity, you are your may be required  to making estimated tax payments.  Many busy business owners do not have the time to keep track of these requirement when their focused on growing their business and trying to spend time with friends and family.  Audit Alarm will take the pressure off you by providing reminders when estimated payments are due ahead of time!

Direct Member Access to Tax Practitioners:

As an Enterprise member, you can direct access to one of our licensed tax professionals anytime and speak with them at your convenience by conveniently scheduling an phone conference.

Dedicated Team Manager:

When you have questions, we want to provide answers right away!  Regardless of the services provided, accounting, payroll, tax preparation, entity structuring/planning, tax planning or tax resolution, you case will be assigned to a dedicated team manager, and you will be provided their direct contact information.  Regardless of your needs, you can breathe easier knowing that your dedicated services advocate cares about you and your company’s success and is committed to seeing that you have a top-notch customer experience.  .

VIP Servicing:

Our Enterprise Level members are treated like VIPs and go to the front of the line when it come to appointments, tax preparation, or any other servicing.  Your VIP status as an Executive member gets you priority from our services team.

Discount of 20% on Annual Personal Income Tax Return Preparation:

Once our Enterprise members have completed six months of paid membership, they receive a 20% discount on tax preparation for their current business income tax return.  If they need a return sooner?  No problem; they can prepay the six-months of membership at any time!  For tax return prepared on behalf of our members, including audit protection ($5,000 value).

FREE Automatic Business Income Tax Return Extension:

All Enterprise Access members will receive a complimentary current-year business tax return extension filing on or before the Tax Due Date.

FREE Audit Representation

If the IRS chooses to exam one of your previously filed business tax returns, LTRS will assign an audit representation specialist to review Notice of IRS Examination and your IRS transcripts and schedule a formal consultation to discuss options and likely outcome.

FREE Tax-Related ID Theft Repair and Restoration:

Unfortunately, tax related identity theft is a severe problem affecting folks worldwide.  Many US taxpayers do not realize that tax related identity theft can significantly impact their standing with the IRS.  Individuals who experience tax related identity theft often find out the hard way someone has filed a fraudulent income tax returns.  The fraudulent returns often report income the taxpayer never received and claiming deductions and credits the taxpayer is not entitled to.  These criminals file these return to obtain fraudulent tax refunds.  The end result of these returns can often result in an audit or unfair tax bills.  Unwinding these fraudulent returns frustrating and extremely complicated.  By working directly with the IRS’s Identity Protection Specialized Unit, our tax practitioners have resolved many of these cases.  If you are the victim of tax related ID Theft, we will work with you efficiently and effectively to streamlined the process to get results.  Through Audit Alarm we will return returns as they are filed, giving you time to report the fraudently return before it has cause a complete nightmare.  As a member if you are a victim of tax-related ID theft, you will receive 100% support until the issue is remedied.

Digital Storage for all of your Tax Forms:

As the IRS recommends, keeping your tax records for seven years can be burdensome!  Let LTRS carry that burden for you with our fully accessible LegacyPortal.  This is standard with the Executive membership, and LegacyPortal app allows you to upload and store your documents with a snap.

FREE Garnishment Investigation and Resolution by a Certified Tax Resolution Specialist:

If the worst happens, and your income or bank accounts get levied, we will act fast and have a Certified Tax Resolution Specialist call the IRS immediately to get the full scoop on what has happened and why.  We will bring you answers and an action plan to resolve your garnishment. 

Payroll Tax Fraud Protection

Payroll tax fraud has been rising in the last five years, and many business owners have been devastated by its effects.  Having an embezzler steal payroll tax money is bad enough, but it forces you to come up with that amount again and pay it to the IRS.

And after becoming a victim of theft, you know what’s really the cherry on top?

It is paying the government a Trust Fund Recovery Assessment (known as the 100-percent penalty under tax code Section 6672).  This means the IRS assesses you personally for the Trust Fund Recovery Penalty.

To avoid nightmare problems like these?  We will inform you when a payroll tax deposit has been made and, more importantly, when it has not been made.  This will help you prevent payroll tax fraud.

Customized All-Inclusive Accounting Plan including Bookkeeping, payroll, contract labor filings, excise tax filings, state employment, state unemployment, and state and local sales tax filings:

Before you commit to anything, you will receive a complimentary accounting consultation with one of LTRS’s most Sr. Practitioners.  Our team will listen and understand your needs as a business owner and design a custom plan to handle all your accounting and bookkeeping needs for one low monthly fee.  Leave your books to us, and use the time to expand and grow your business with the support of a seasoned professional team by your side.

Discount of 20% on Annual Business Income Tax Return(s) or Information Report:

After six months of paid membership, our Executive Access members will receive a 20% discount on the current year’s tax preparation for their business tax return or information report as our way of thanking you for being a loyal member.  Any tax return prepared on behalf of our members will receive an IRS Audit Defense Guarantee ($5,000 value), which includes representation by in-house tax practitioners.  Need a return sooner?  No problem; you can prepay for your membership at any time!

Designated Accounting Team:

When you have questions, we have answers!  Your case will be assigned to a dedicated Accounting Team, and you will receive their direct contact information.

FREE Automatic Business Income Tax Return Extension:

All Enterprise Access members will receive a complementary business tax return extension filing by the deadline for the current tax year business tax return.

Direct Member Access to CPAs:

As an Enterprise member, you can schedule an appointment with a licensed tax practitioner to speak with them at your convenience.

Annual Tax Advantage Strategy, individualized tax planning strategy from a highly skilled CPA:

Each year, one of our CPAs will schedule a time to speak with you regarding your business because as your company grows, our tax and accounting strategies should grow too.

Enroll in Enterprise Assurance Now