Peace of Mind Report

In addition to Protection Plus, all individual clients are provided with a Peace of Mind Report. It is a quick, clear snapshot of your recent history with the IRS. This simple report provides an overview of your tax status for the past few years, so you can stay informed and proactive about your tax standing.

• Green Checkmarks beside each year mean everything is in good standing.

• Actionable Information appears if there’s an issue, detailing any items that need attention and providing clear steps to resolve them.

With the Peace of Mind Report, you’ll have a straightforward, reliable way to track your IRS status, empowering you to act early on any potential issues and maintain financial peace of mind.