Subject to the terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Membership Agreement for 1040s. Business return coverage is subject to terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Business Return Membership Agreement.. Protection Plus is a registered trademark of Tax Protection Plus, LLC.

1. The Firm-Level Program and Per-Return Program may be billed by Tax Protection Plus on a bi-weekly basis after tax filings have been e-filed and accepted during tax season; and less frequently outside of tax season. You may pay via credit card and your account will be automatically charged until you cancel. Sales tax may be applied where applicable. Using Pay-by-Refund to pay for Tax Protection Plus' membership fee is not available for the Firm-Level Program. Additional terms, conditions and limitations apply. Offers, pricing and service features are subject to change at any time without notice.
2. Protection Plus membership may be canceled at any time and for any reason provided that Tax Protection Plus is notified in writing at Tax Protection Plus, PO Box 24279, Winston Salem, NC 27114 or by phone 866-942-8348, within the first 30 days of taxpayers’ membership. Exclusions apply. When you cancel, all future charges will be discontinued. Your cancellation will become effective at the end of the current billing date. You will not receive a prorated refund. Your access to the Service will continue for the remainder of the current billing date.
3. EXCLUSIONS: The following types of tax returns and or Inquiries are specifically excluded. Company is under no obligation to provide Taxpayer with the Services in connection with such returns and or Inquiries: Returns other than individual 1040, 1040SR, and 1040NR, and state Returns including, but not limited to, corporate, partnership, trust, estate, gift and employment returns. Returns in which the Taxpayer, Tax Preparer or ERO had knowledge of additional taxes owed as of the date Taxpayer enrolled in the Program. Returns prepared with Negligence, recklessness, intentional misrepresentation or fraud. Local, city and county tax. Returns that have become subject to IRS or state criminal investigations. Inquiries and/or notices related to foreign income, flow-through entities (partnerships and S-corporations as reported on Schedule K), court awards and damages, bartering income, canceled debt, estate tax or gift tax. Inquiries and/or notices related to the following credits: Foreign tax credit, Plug-in electric vehicle credit, Residential energy efficient property credit, Mortgage interest credit, Credit to holders of tax credit bonds, Health coverage tax credit, “Credit” for prior year minimum tax, “Credit” for excess railroad retirement tax withheld. When there is a lack of clarity from the IRS and/or state taxing authorities, we may not be able to provide complete assistance. Any services performed by any individual or company other than the Services performed by Company or a Company appointed representative.

Claim legal disclosure: Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.