Would You Know What To Do If You Received a Notice?

You go to your mailbox, pull everything out looking for something more exciting than junk mail, and there it is …
an envelope with the return address “Internal Revenue Service” on it.
Your heart starts to race, and you break out in sweat. You open it and it’s a notice that the IRS is either questioning items on your tax return, or you’re going to be audited. Worse yet, you find out someone stole your identity, filed a tax return in your name, and collected a fraudulent refund!
You might wonder why you received the letter from the IRS in the first place since you have your tax returns prepared by a professional. The truth is anyone is subject to the scrutiny of the IRS for a variety of reasons.
Of course, if we do make any error, we will correct the issue and take responsibility for any penalties or actions with the IRS.

Client Care package applies exclusively to tax returns prepared by Business Support Enterprise.*

The Client Care Package Includes Audit Protection for One Low Fee …

With our Client Care Package, that includes our Audit Protection Plan, we’ll protect you from ever having to deal with the tax authorities by yourself in case you get a notice from the IRS or State Tax Authorities. And if you are ever summoned to meet with an IRS agent in person, we’ll attend on your behalf!

All this happens without any extra charges to you, however, audits are limited to 7 HOURS of representation work only.

Isn’t that a relief?

Audit representation work beyond seven hours is chargable.*

Sure, You Can Roll the Dice and Pass Up This Protection …

Without our Client Care Package and Audit Protection Plan in place, receiving an audit notification will cost you anywhere from $3,500 to $10,000 and up to have a licensed tax professional defend you in an audit.

Here are the facts:

The IRS sent out more than 17 million automated notices last year. When you receive a letter from the IRS, they may claim you owe them money or claim you didn’t report income or all income, or challenge expenses, credits or deduction, which you will have to defend, because with the IRS it seems “you are guilty until proven innocent.” They have the power to levy your bank accounts and garnish your wages without a court order!

The BSE Client Care Package Will Save You Time and Money …

For a small fee that’s added to your tax preparation invoice, we’ll shield and protect you and your business from ever having to deal with the tax authorities by yourself. And if you ever have to meet with an agent in person, we’ll attend the meeting on your behalf. You don’t even have to go! You have the option to “opt out” of the package if you choose; otherwise, you can agree to the protection by paying the small fee. But if you choose to “opt out” of the Client Care Package, you will be charged our usual hourly rates to handle any notices you receive from the IRS or State tax authorities.

Service Level Benefits

Gold Level Individual

$245/Yr

Individual with Business (Sch C, E or F) 

$295/Yr

Silver Level Individual

$85/Yr

Individual with Business (Sch C, E or F) 

$195/Yr

Gold Level All Corporate Entities

(1120,1065,

1041, 990)

$395/Yr

Correspondence Response ($325 Value)

IRS & State “Worry-Free” Audit Representation (Up $10,000 Value) (Up to 7 hours included without additional charge)

Tax Identity Fraud Remediation

Up to 4 Hours of Phone Calls & Office Visits ($900 Value)

Priority Phone, Email & Office Access (Within 24 hours, if available)

One Free Amendment ($300 Value)

Personal Review of Tax Returns By Zoom

Your Recession Proof “Worry-Free” Business Peace of Mind Client Care Package Also Includes Tax Identity Fraud Recovery …

Tax Identity Fraud is on the rise. In the past two years alone, more than 1,500,000 Americans had their tax identity stolen, with $6.2 billion that was fraudulently claimed. So, yes, it happens a lot more than you realize. How are you supposed to prove that you are you?

The Audit Protection Plan will give you tax identity recovery and audit representation protection. It will shield you from the time, money, and frustration you will undergo if you try to resolve these issues yourself.

The Client Care Package Plan - Terms of Service “TOS”

The BSE Client Care Package will provide audit defense services listed below for your 2023 1040 (or 1120) income tax return.

What Certain Terms Mean

  1. Audit means any IRS or State formal review, examination, investigation, or verification of the information on your 2023 1040 (or 1120) income tax return.
  2. Notice is any IRS or State communication, whether written, telephonic, or electronic, indicating that one of the income tax authorities is questioning an item on your return.
  3. Tax Identity Theft is any IRS written communication indicating that the IRS cannot process your income tax return because one has already been filed in your name, unbeknownst to you.
  4. Acceptance Date: the date from which your Client Care Package goes into effect.
  5. Statute of Limitations is the term describing the period of time during which the IRS or State can Audit Your 2023 income tax return; for the IRS this is generally three years from the date of filing (typically four years for States), whichever is later.
  6. The Period of Coverage begins on the Acceptance Date and ends with the expiration of the normal Statute of Limitations. (see above)
  7. Refund/Rescission Period is the thirty (30) calendar day period commencing on the date of initial purchase during which you may cancel your Plan for a refund of your purchase price. Thereafter, your plan is irrevocably in force, and has been in force for thirty (30) days, during and after which you are entitled to audit protection services. After the Refund/Rescission Period the amount you paid for the Client Care Package is deemed fully earned by us and is non-refundable.
  8. Items Needed refers to the information that we need from you to be able to represent you in the event you receive a Notice and consists of: i) the IRS or State Notice; ii) a completed and signed IRS Form 2848 Power of Attorney and/or IRS Form 8821 Tax Information Authorization.

CONFIDENTIALITY

As a Client Care Package participant, your name, address, and any other personal information will not be disclosed or sold to any persons or firms. Only our technical staff will have access to your tax information.

THE BSE CLIENT CARE PACKAGE LIMITATIONS

Your purchase of the Client Care Package which includes Audit Protection for the current tax filing period must be made before the date of any IRS or State Notice, specifically; the Notice must be dated after you’ve purchased the Client Care Package.

  1. We do not provide legal assistance, nor represent you in Federal or State Court, or Tax Court.
  2. We do not provide legal assistance in defending issues of civil or criminal fraud.
  3. We will not reconcile checkbooks, organize records or do record keeping or bookkeeping.
  4. We will waive our hourly billing rates for up to 7 hours of audit representation. Additional hours will be billed at our regular rate of $325/hour.

CONFIDENTIALITY

As a Client Care Package participant, your name, address, and any other personal information will not be disclosed or sold to any persons or firms. Only our technical staff will have access to your tax information.

AUDIT PROTECTION AND REPRSENTATION BENEFITS

Our CPAs, IRS Enrolled Agents, Annual Filing Season Program (AFSP) practitioners and if necessary, tax attorneys, will professionally represent you in an audit of your 2023 1040 (or 1120) income tax return filed for which you purchased a “Silver” or “Gold” Client Care Package for (which automatically includes Audit Protection Plan), subject to you fulfilling your responsibilities as set forth below and the Audit Protection Plan Limitations and Exclusions described below. We will:

  • Assign a tax professional/ team member to manage your case.
  • Develop a strategy with you for responding to the Audit or Notice.
  • Handle all communications, in any form, with the IRS or State regarding Your Audit or Notice.
  • Negotiate with the IRS or State up to and including Appeals on your audit.
  • Settle the audit with the IRS or State when we have your approval to do so.
  • If the audit results in additional tax and penalties due, and you don’t have the resources to pay the obligation lump sum in full, we will inform you as to your strategies and procedural options going forward. However, additional fees shall apply if you want us to represent you in post-assessment (“collection”) matters.

THE BSE CLIENT CARE PACKAGE LIMITATIONS

Your purchase of the Client Care Package which includes Audit Protection for the current tax filing period must be made before the date of any IRS or State Notice, specifically; the Notice must be dated after you’ve purchased the Client Care Package.

  1. We do not provide legal assistance, nor represent you in Federal or State Court, or Tax Court.
  2. We do not provide legal assistance in defending issues of civil or criminal fraud.
  3. We will not reconcile checkbooks, organize records or do record keeping or bookkeeping.
  4. We will waive our hourly billing rates for up to 7 hours of audit representation. Additional hours will be billed at our regular rate of $325/hour.

THE BSE CLIENT CARE PACKAGE EXCLUSIONS

Certain Audits, income tax return filings and associated issues of Audit will be excluded from the Client Care Package:

  1. Pre-existing conditions — If the date on the Notice is prior to the Date you signed up for coverage.
  2. Large Businesses — Business entities with gross receipts exceeding $5 million and/or 10 partners/stockholders/beneficiaries/members.
  3. Ownership interest in other tax entities – If You have an ownership interest in a Corporation, Partnership, LLC, LLP, Trust, Estate, or Tax Shelter that has been contacted for an Audit and that entity is not a Client Care Package Plan participant.
  4. Tax protestors –The Client Care Package Plan excludes from the benefits of Membership anyone protesting the taxing of income on economic, political, religious, legal or constitutional grounds, or other frivolous claims.
  5. IRS Criminal Investigation (CI) – The Client Care Package Plan excludes from the benefits of Membership anyone currently under investigation by IRS CI. We will cease performing audit protection services on any Audit joined by CI and will exclude from the benefits of Membership any related Audit or Member until completion of the CI. We will resume providing audit protection services on the Audit, if possible.
  6. Taxes Other Than Income Tax – Your Client Care Package (which includes the Audit defense) is limited to the type of income tax return that you signed up for. Payroll tax, sales tax, property tax, gross receipts tax, duty and local tax, excise, estate and gift tax and compliance audits of pension and profit-sharing plans are excluded from the Client Care and Audit Protection Plan package.
  7. Collection Due Notices — These are generated by the IRS or the State AFTER you’ve been assessed taxes as a result of an Audit or filing your income tax return without paying the balance due in full. Collection or demand for payment notices are not covered under the Client Care Package Plan and will require a separate engagement agreement and a separate fee for us to resolve the matter.

TERMINATIONS OF THE BSE CLIENT CARE PACKAGE PLAN AGREEMENT

We reserve the right to terminate this Plan upon the breach of any material provision of this Agreement by the client, in the event that an Audit, Tax Return, Tax Identity Theft matter or issue of Audit meets the criteria of any of the “BSE CLIENT CARE PACKAGE LIMITATIONS” and/or ” BSE CLIENT CARE PACKAGE EXCLUSIONS” listed above, or in the event that a condition renders the completion of our responsibilities under this Agreement unreasonably difficult to fulfill. Conditions that can render completion of our responsibilities unreasonably difficult include, but are not limited to, your failure to reasonably fulfill your responsibilities per above, failure to cooperate during the course of the Audit process, or repeated use of abusive, inappropriate, or unprofessional language when communicating with us. This Plan shall also be deemed to be terminated if the Client Care Package fee has not been paid or has been refunded to the client.

RIGHT of RESCISSION
(REFUND POLICY)

RIGHT of RESCISSION (REFUND POLICY)

You have the right to rescind your Client Care Package Plan for the Refund/Rescission Period. Thereafter, Your Package/Plan fee is non-refundable.

FAQ

Frequently Asked Questions

What happens when I or my business receives an audit notice or letter from the IRS or State?
Your Client Care Package covers tax returns that were filed late.

We will defend your current year tax return for as long as it can be audited (generally three years).

Yes. We plan to continue to offer our Client Care Package every year.

Your Client Care Package covers tax returns that were filed late.

Every tax return covered under the Client Care Package, including extensions, will be covered under the plan.

Yes. Amended returns are also covered under your Client Care Package.

All related state returns are also covered under the Client Care Package.

You can purchase a Client Care Package for the following types of tax returns:
• Form 1040 – Individual
• Form 1120 or 1120S – Corporation
• Form 1065 – LLC/Partnership

Your Time Is Valuable.
Don’t Let the IRS
Disrupt Your Life!

Business Support Enterprises, Inc.
8939 S. Sepulveda Blvd. Suite 406
Westchester, CA 90045
www.bseaccounting.com
(310) 216-1697

Client Care package applies solely to BSE-prepared tax returns.*