Portfolio IRS Defense
Portfolio Tax and Accounting offer an unparalleled audit defense with different options. See which one fits your needs the best.
Individual IRS Defense
Basic IRS Defense - $100
For individuals filing single or married with income from wages, stocks, distributions, pensions, or other non-business activities. It Includes:
- Full-service audit defense for federal and state income tax returns (Form 1040, not Schedule C).
- Professionally and promptly address tax audit notices that you report to us
- Provide an easy-to-use, secure portal to submit an audit claim and upload all documentation
- Review your documentation before presenting it to any tax authority
- Defend your tax return through the entire audit process
- Minimize your financial impact
- Schedule and attend all audit appointments on your behalf
Standard IRS Monitoring and IRS Defense - $200 (Our Most Popular) $25 Billed Monthly
Everything Included in basic Audit Defense, plus:
- Power of Attorney on file
- Monitor IRS Account daily
- Our software detects IRS exams and CP2000 six months in advance of the notice 95% of the time. We can resolve a good portion of these before it makes it to audit!
- Identify unreported income
- Track estimated payments
- Quarterly estimated payments alert
- Full IRS protection for whatever civil actions the IRS brings against you, whether that be liens or levies or anything in between.
Business IRS Defense
Basic IRS Defense - $200
For small businesses and entrepreneurs with income from a business, rentals, 1099s, self-employment, and contractors not exceeding $5 million in gross revenue.
- Full-service audit defense for federal and state income tax returns for Corporations, partnerships, Sole Proprietors, LLCs, and Schedule C filers.
- Professionally and promptly address tax audit notices that you report to us
- Provide an easy-to-use, secure portal to submit an audit claim and upload all documentation
- Review your documentation before presenting it to any tax authority
- Defend your tax return through the entire audit process
- Minimize your financial impact
- Schedule and attend all audit appointments on your behalf
Standard IRS Monitoring and IRS Defense - $450 (Our Most Popular) $50 Billed Monthly
Everything Included in basic Audit Defense, plus:
- Power of Attorney on file
- Monitor IRS Account daily
- Our software detects IRS exams and CP2000 six months in advance of the notice 95% of the time. We can resolve a good portion of these before it makes it to audit!
- Identify unreported income
- Track estimated payments
- Quarterly estimated payments alert
- Full IRS protection for whatever civil actions the IRS brings against you, whether that be liens or levies or anything in between.