Tax notices and audits happen more often than you think. With the Sorren Tax Protection Plan, you’ll have expert support ready to respond, without unexpected professional fees.
We help you identify qualifying activities, quantify eligible costs, and build defensible documentation so you can claim federal and state R&D credits with confidence. The result: a dollar-for-dollar reduction in tax liability that strengthens cash flow and supports long-term investment in your business.
Why This Matters
Even when your taxes are filed correctly, receiving a notice from the IRS or a state agency can be stressful, confusing, and time-consuming.
Government agencies are increasing enforcement efforts and using more advanced systems to flag returns often resulting in more notices, more audits, and more errors being sent to taxpayers.
The reality:
That’s where we come in.
The Sorren Tax Protection Plan takes away the worry of additional fees as well as the experience of our team to handle the process for you, so you’re not navigating it alone.
When you’re enrolled, we step in to manage your representation from start to finish.
We assist with IRS and state income tax notices and audits related to your covered returns.
We communicate directly with tax authorities on your behalf and guide you through every step of the administrative process.
We review and interpret notices, develop a response strategy, prepare and submit responses and help organize and present required documentation, and obtain Power of Attorney when appropriate to work directly with the agency on your behalf
You’ll always know what’s happening and what comes next.
Without a plan, even a simple notice can lead to:
With the Sorren Tax Protection Plan, you gain:
Predictable costs
Professional advocacy
Confidence that your response is handled correctly
Getting covered is simple:
Your tax preparation invoice includes an optional line item for the Sorren Tax Protection Plus Plan.
By paying that line item, you are automatically enrolled in the plan.
Once enrolled, you’ll have access to support for covered notices and audits during the coverage period.
No separate signup. No extra steps.
For complete details on coverage, limitations, and eligibility:
Here’s how it works:
Not sure if this plan is right for you? Reach out and our team will walk you through it.
