Protection Plus Audit AssistanceBeginning in 2015 (for the 2014 Tax Year), my software company has partnered with Protection Plus for audit assistance and identity theft assistance. This wonderful product is provided to you automatically as I prepare your tax return. What is it? It is the most comprehensive audit assistance available anywhere (for three years from the preparation of the return). What do they offer?

  • They pay up to $2,500 in penalties, interest AND tax liability in the event of a legitimate preparer error.
  • They assist with denied EIC claims.
  • They assist with federal returns including Schedules A, C, and E.
  • They offer debt relief assistance.
  • They help with ITIN W-7 rejections.
  • Also included is one year of IRS Identity Theft Protection services for every person listed on the tax return!

Pay your tax preparation fees right out of your refund

No Payments Upfront!

Simple

Convenient

Sensible

Disbursement Options – You have choices:

  • Paper check by mail: The IRS will cut a check and mail it to you. This is completely free.  You are responsible for my preparation fees by cash or check upon receipt of your completed return and before transmission.
  • Direct deposit: The IRS will deposit your refund directly to the account you select when filing your return. This is completely free. You are responsible for my preparation fees by cash or check upon receipt of your completed return and before transmission.
  • The E1 Card: Have my preparation fees deducted from your Federal refund and then loaded on this Visa pre-paid card. This is not a loan but your refund is deposited with EPS Financial and then the funds are distributed to your card. You receive the card with your return and will be notified when the funds become available (typically the same amount of time for the Federal direct deposit).  This is also free and you can include the state refund for free. NOTE: I am currently unable to offer this option but I am working with EPS to correct the issue.
  • e-Direct: Have my preparation fees deducted from your Federal refund and then direct deposited into your bank account.  Again this is not a loan but your refund is deposited with EPS Financial and then the balance of your refund (minus my fees) are deposited to the bank account of your choice.  This service incurs a $35 one-time fee.
  • e-Check: Have my preparation fees deducted from your Federal refund and then pick up a check from my office for your balance.  Again this is not a loan but your refund is deposited with EPS Financial and then the balance of your refund (minus my fees) are provided to you in the form of a check available from my office.  This service incurs a $35 one-time fee.

Read this “Important Disbursement Disclosures” first!

Fill out the “Consent to Use Of Tax Return Information” to determine your eligibility.

Fill out the “Consent to Disclosure Of Tax Return Information” to apply for one of the e-Collect options.


You may decide that you can continue to handle your taxes on your own. In which case, I would recommend filing online through my site for less than the cost of most current products.

Online Filing (Go now! External Link)

As of 2019 there is a flat fee structure for all returns:

  • Preparation price is $25 for all returns.
  • The price includes state return preparation (no separate charge per state).
  • Extensions are free!