Tax Protection plus partnership

Audit Protection Plan

Protect your business with our Audit Protection Plan — peace of mind knowing our experts will handle IRS inquiries and representation on your behalf.

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.

What's Included in the Plan

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).

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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)

Assistance with Denied Credits

  • Earned Income Credit (EIC)‍
  • Child Tax Credit / Additional Child Tax Credit
  • Child and Dependent Care Credit
  • Education Credits
  • Adoption Credit
  • Credit for Elderly or Disabled
  • Saver's Credit

Identity& ITIN Issues

  • Assistance with IRS or State identity theft resolution
  • Support for rejected ITIN (W-7) applications

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.

If You Receive a Tax Notice or Audit
  1. Contact LedgerWay within 30 days of receiving any IRS or state correspondence.
  2. We will coordinate iwth Tax Protection Plus to:
    • Request deadline extensions (if needed)
    • Submit required documents and responses
    • Represent and guide you trhough 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 in 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
  • Above is a summary of the services provided, please see Agreement for all details

Contact Us to Learn More
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Serving Every State Across the Nation

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serving every state across the nation

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serving every state across the nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation

OUR OFFICES

serving every state across the nation