Audit Protection Plan

As your trusted tax advisor

LedgerWay offers access to comprehensive audit protection services through our partner, Tax Protection Plus, so you never have to face the IRS or state taxing authorities alone. If you receive a letter, notice, or are audited, we’ll support you from beginning to end.

Here's what's included:

LedgerWay enrolls you in Tax Protection Plus’s industry-leading coverage, which provides up to $1,000,000 in audit defense services (at no additional cost beyond the plan fee).

Audit & Notice Support

Review and evaluation of IRS or state correspondence

Personalized explanation of what’s required and your available options

Document Review & Response

Professional review and organization of all relevant tax documents

Drafting of necessary letters and correspondence with IRS or state

IRS & State Communication

Phone assistance during communications with IRS/state agents

 Help completing all IRS forms (except excluded ones)

Tax Debt Relief

Installment Agreements

Offers in Compromise

Penalty Abatement

Wage Garnishment Relief

Innocent Spouse Relief

Release of Tax Liens

Professional Representation

Credentialed representation before the IRS or state taxing authorities

Legal representation in federal or state tax court, if Tax Protection Plus determines it’s necessary

Coverage Period

 3 years of coverage for your Federal return from your filing date

4 years of coverage for your State return(s) from your filing date

Who's Eligible

Any individual return prepared and e-filed by LedgerWay during the 2025 calendar year

 Return must be an IRS-acknowledged Form 1040, 1040SR, 1040NR, or 1040PR

Applies to tax years 2022, 2023, or 2024

How to Enroll

Simply sign this engagement letter with LedgerWay to activate coverage. No extra forms or steps are required.
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If You Receive a Tax Notice or Audit

Contact LedgerWay within 30 days of receiving any IRS or state correspondence

We will coordinate with Tax Protection Plus to:

We will coordinate with Tax Protection Plus to:

• Request deadline extensions (if needed)
• Submit required documents and responses
•  Represent and guide you through the entire process

What's Not Covered

Returns not eligible for e-filing or filed prior to 2022

Returns filed before the 2025 calendar year

Returns prepared with negligence, recklessness, intentional misrepresentation or fraud

Business (corporate, partnership), trust, gift, estate, or employment tax returns

Local, city, or county returns

Issues known before enrolling

Criminal investigations

Cases related to bartering income, estate/gift tax, or areas with unclear IRS guidance

 Services performed by anyone other than Tax Protection Plus or their appointed representatives

Additional Notes

• This plan is not insurance
• LedgerWay acts as your Electronic Return Originator (ERO) and manages communication with Tax Protection Plus
• To access these benefits, you are enrolled as a member of the American Advantage Association