Protection Plus

No need to sign up to offer this exclusive product to your client, simply designate your fee and select the check box on the Payment and Refund page of the 1040 EF-Info form to provide Protection Plus coverage to your customers.

If the client is receiving a bank product, the fee will automatically be deducted from their refund. If the client isn’t receiving a bank product, simply collect the fee during tax preparation and Protection Plus will send you a bill for these customers.

Visit the Protection Plus website for detailed information and FAQs by visiting http://myprotectionplus.com.

Protection Plus is only available for Federal 1040 returns.

 

ERO Benefits of Protection Plus:

  • Training and education provided from Protection Plus
  • Dedicated resources to call with any questions
  • Additional revenue stream for EROs with rebates up to $16 and up to $60 add-on
  • Error protection
  • Saves time since Protection Plus will assist taxpayers who receive a letter from the IRS
  • Strong Spanish offering
  • Free marketing materials through Protection Plus

Taxpayer Benefits of Protection Plus:

  • Audit Assistance – help with denied EIC, education credits and more
  • Assistance with IRS letters the taxpayer may receive
  • Up to $2,500 reimbursement for tax, interest and penalties (Excludes: AK, AR, CT, ID, ME, NH, ND, TN, RI & PR)
  • Fast claim response
  • Protection on returns with Sch C, E & F
  • Tax Debt relief assistance
  • Assistance with rejected ITIN (W7) applications
  • Spanish support available

 

See Also:

Enrollment Manager