Audit Assurance Plan Agreement
Audit Assurance Plan Agreement
Tax Gallery, LLC will provide audit assurance services for the tax return described on the ‘Audit Assurance Plan Certificate’ in return for the applicable fee & compliance with all terms of this agreement.
Your signature on page-4 & payment in full indicates acceptance of this entire agreement.
Definitions
Audit: Any communication [including telephone calls], initiated by the IRS or State Income Tax agency wishing to audit, examine, review, investigate or verify any item's on the IRS Income Tax forms or State equivalent listed on the
assurance certificate.
Audit Assurance: Tax Gallery, LLC will represent you through the completion of any income tax audit for the tax return year
identified on the assurance certificate. Audit notification must be dated after the acceptance date listed on the assurance certificate; subject to the limitations & exclusions listed in this certificate / agreement.
Audit Assurance Plan also includes
a. Handling all communications, including letters and/or telephone calls with the IRS or State, regarding the audit.
b. Developing a strategy with you & then meeting with the IRS or State on your behalf.
c. Negotiating with IRS or State through appeals & pre-litigation appeals review prior to trial in Tax Court.
d. No settlement will be reached with the IRS or State without your final approval & consent.
e. Two hours of collection assistance is available on request if your covered audit results in additional tax due.
Acceptance Date: Acceptance date is the date Tax Gallery, LLC receives your signed & dated acceptance certificate, payment in full
& your certificate is approved. Acceptance date appears on assurance plan certificate.
Statute of Limitations: Time the IRS or State has to audit a tax return.
IRS > Generally 3-years from the date of filing or due [whichever is later].
States > Generally 4-years.
Period of Coverage: Period commencing with the acceptance date & ending with the expiration of the normal statute of limitations.
Audit Representative[s]: Tax Gallery, LLC representative assigned to your case.
Confidentiality: As a client of Tax Gallery, LLC; your personal information will not be disclosed or sold to any persons or firms.
Client Benefits:Audit Assurance > Tax Gallery, LLC will professionally defend a covered federal or state income tax audit form
the time of first notice to its completion, subject to the Audit Assurance plan limitations/exclusions described
herein & falling within the period defined. All appointment scheduling, telephone calls & correspondence will be
handled by the assigned audit representative. We will meet with the examiner on your behalf & will represent you
through the highest level of appeals , if necessary.
Assistance with IRS / State Income Tax Notices: Tax Gallery, LLC will assist the client to resolve any notice
received for the tax return listed on the assurance certificate during the designated period.