Audit Alarm Disclosures & Limits of Service
Upon Acknowledgement, during program enrollment, the taxpayer agrees to be held solely liable for any and all actions undertaken by the Internal Revenue Service, "IRS," while enrolled in Tax Account Monitoring Services through Audit Alarm.
Taxpayers enrolled in Tax Account Monitoring Services through Audit Alarm are entitled to consultations, priority phone, email, or office access. Should the Tax Assurance Program member need to engage Legacy Tax & Resolution Services, LLC for representation, its principals, members, employees, or affiliates may initiate contact with the IRS through verbal or electronic communication as necessary. Legacy Tax & Resolution Services, LLC will provide direct oral or written correspondence in response to the IRS' proposed actions, notices, or alerts. Legacy Tax & Resolution Services, LLC does not guarantee the successful delay or prevention of any IRS Collection Action.
While Legacy Tax & Resolution Services, LLC will provide all due diligence and care in providing its services, including tax account monitoring, it will not be held liable for adverse collection action by the IRS, identity theft, or inaccurate account transcript information. Legacy Tax & Resolution Services, LLC does NOT guarantee or warrant the advance notice of any IRS actions or the ability to stop such actions.
Services:
Audit Alarm and Legacy Tax & Resolution Services (the “Company”) are provided to you (the “Taxpayer”) from the date your Return is filed and for a period of three (3) years after the filing deadline of April 15 for the tax year preceding the year of enrollment (not including any extensions). If the IRS or the IRS audits Taxpayer’s Return and denies any of the credits described in Section 2.7, Audit Alarm/LTRS will provide the Taxpayer with the following services (collectively, the “Services”):
- Evaluation of all related IRS correspondence.
- Explanation of claim requirements and the available options.
- Professional IRS document review, consultation, and organization.
- Drafting of letters and other necessary correspondence with the IRS as needed.
- Assistance with telephone communication with the IRS agent for explanations and discussions during the audit process.
- Assistance with all IRS forms, including schedules A, C, and E, unless excluded below in section 3.
- Assistance with denied credits when the Return is unfunded, including Earned Income Credit, Dependent Care Credit (Form 2441), Education Credits, Child Tax Credit, Additional Child Tax Credit, Adoption Credit, Credit for the Elderly or Disabled, Savers Credit.
- Assistance with rejected W-7 applications.
- Assistance with IRS Identity Theft
- Tax debt relief, including but not limited to Installment Agreements, Offer in Compromise, Tax Penalty Abatement, Streamline Installment Agreements, Tax Liens, Wage Garnishment Relief, and Innocent Spouse Relief, provided that the Taxpayer meets all IRS guidelines for approval of the applicable debt relief and pays all associated governmental fees.
- The Services are subject to change, modification, or substitution at any time without notice to the Member. In order to receive Services, a Member must access the services as instructed within the Membership materials provided and or through the member page of the Company Website
Exclusions:
The following types of tax returns and or IRS Inquiries are specifically excluded. Audit Alarm/LTRS is under no obligation to provide the Taxpayer with the Services in connection with such returns and or IRS Inquiries:
- Non-resident federal returns.
- Returns other than individual 1040 returns including, but not limited to, corporate, partnership, trust, estate, gift, and employment returns, unless separately enrolled in the Enterprise AccessProgram.
- Returns in which the Taxpayer had knowledge of additional taxes owed as of the date Taxpayer enrolled in the Program.
- Returns prepared with gross negligence, recklessness, intentional misrepresentation, or fraud.
- Local City and County returns.
- Returns that have become subject to IRS criminal investigations.
- IRS inquiries related to foreign income, flow-through entities (partnerships and S-corporations as reported on Schedule K), unless separately enrolled in the Enterprise Access Program,
- Court awards and damages, bartering income, canceled debt, estate, and gift tax.
- IRS inquiries related to the following credits: Foreign tax credit, Plug-in electric vehicle credit, residential energy efficient property credit, mortgage interest credit, Credit to holders of tax credit bonds, health coverage tax credit, “Credit” for prior year minimum tax, “Credit” for excess Social Security tax or railroad retirement tax withheld.
- Due to a lack of Clarity from the IRS on the Affordable Care Act, we may not be able to assist with all IRS inquiries and audits related to the Affordable Care Act.
Taxpayer Responsibilities:
In order for Audit Alarm/LTRS to be obligated to provide the Services to Taxpayer, the Taxpayer agrees to take the following actions:
- Contact the IRS (with the assistance of Company) per the audit notice received to request an extension of the deadline for responding,
- Notify Company of any IRS correspondence or notice regarding the Return within fifteen (15) days from the date of such notice, along with a complete copy of the Return under audit.
- Provide Company with any further assistance or documents as requested, that support claims made on the Return under audit.
- Pay the Program Fee
Plan Change, Cancellation & Refund Policy: Plan enrollment can be changed or canceled anytime. Please submit any Enrollment or Cancellation requests to [email protected].
Click this link for further details about our Cancellation, Refund, & Refund Policy
† Audit Alarm does not monitor all transactions at all businesses, and no one can prevent all tax-related identity theft or payroll tax fraud. Please see the policy for terms, conditions, and exclusions
This Product is not insurance and does not cover the additional services required to address any of the detected events. Services such as amending your tax returns, accounting, payroll, or any other services performed by a tax professional will be covered under a separate engagement and require an additional fee. No additional services or fees will be started without the taxpayer's consent.
Limitations
This Product does not guarantee to detect audits in advance but has proven historically to detect audits over 95% of the time. Occasionally the IRS flags a taxpayer's account for an exam/audit, but for whatever reason, the exam/audit does not take place.
See
Audit Alarm Service Terms & Conditions
Audit Alarm Cancellation, Return, and Refund Policy
Audit Alarm Legal Information and Resources
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