Notice Protection Plan

Blue Marlin Accounting continues to see an increasing number of federal and state income tax notices issued to taxpayers. It is our experience that many of these notices are partially or completely incorrect; however, they need to be handled properly. We want to help you be responsive to these notices in order to effectively resolve them without you worrying about incurring additional cost. Blue Marlin Accounting offers our Notice Protection Plan to protect our Clients who sign up.

How It Works

Your income tax preparation invoice will include a charge of $100 for the Notice Protection Plan.

 

what the plan covers

The Notice Protection Plan for Individuals includes federal, state, and local individual income tax returns.

In addition to the peace of mind this program offers, our Notice Protection Plan could save you a substantial amount of money in terms of professional fees. Professional fees for responding to an issued notice can generally range between $350 and $950.

what the plan does not cover

The Notice Protection Plan for Individuals does not include fees for our time spent handling income tax audits or examinations by federal or state tax agencies. It is specifically limited to income tax notices and does not cover notices related to any other taxes.

How long is the plan good for?

The Notice Protection Plan stays in effect for the entire statute of limitations of the tax return.

If You Receive a notice

For the $100 fee, Blue will handle all correspondence to resolve letters of inquiry relating to your 2019 federal and state income tax returns on your behalf at no additional charge.

We ask that you immediately submit all federal or state government tax notices to us for review, no matter how minimal the dollar amount, so we can verify the accuracy of the notice and prepare a proper response in a timely manner.

why do i need notice protection? 

In recent years, federal and state governments have increased the number of tax notices issued to clients in an attempt to increase tax revenue. Many of these notices are incorrect and are out of your control and ours.

Our plan gives you peace of mind that there will be no additional charge for our services in responding to these tax notices. The cost of the Notice Protection Plan is a fraction of the cost incurred for our time to respond to a notice.

I THOUGHT THIS WAS ALREADY COVERED BECAUSE YOU HANDLE MY TAXES?

The base tax preparation fee only covers the preparation of your tax returns. We offer this additional service to cover the unknown costs of responding to tax notices which are out of our control and not your fault.

*Please note: You are, of course, responsible for maintaining adequate records and making them available to us so that we can properly represent you before the taxing authorities. Similarly, you are liable for any additional taxes, penalties or interest that may eventually be assessed. This Notice Protection applies only to individual income tax returns and does not cover corporate, payroll, state and local tax, or other returns. We reserve the right to offer this Notice Protection Plan on a Case-by-Case basis.
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Naples FL 34102

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Blue Marlin Accounting<br />
3200 Bailey Ln Ste 275<br />
Naples, FL 34105

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