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rkv-desktop-only"> <img width="1440" height="600" src="https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg?w=1440&h=600&crop=1" class="rkv-entry__content__featured-figure wp-post-image" alt="Protection Plus Case Study" loading="eager" decoding="async" srcset="https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg 1440w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg?resize=150,63 150w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg?resize=300,125 300w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg?resize=768,320 768w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg?resize=700,292 700w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg?resize=740,308 740w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-provides-peace-of-mind-to-deal-with-potential-notice-resolutions.jpg?resize=720,300 720w" sizes="(max-width: 1440px) 100vw, 1440px" /> </div> <div class="rkv-ratio__screen-height rkv-mobile-only"> <img width="441" height="600" src="https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-Vertical.jpg?w=441&h=600&crop=1" class="rkv-entry__content__featured-figure" alt="Protection Plus Vertical" loading="eager" decoding="async" srcset="https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-Vertical.jpg 441w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-Vertical.jpg?resize=110,150 110w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/Protection-Plus-Vertical.jpg?resize=221,300 221w" sizes="(max-width: 441px) 100vw, 441px" /> </div> </div> <div class="rkv-entry__header__overlay category-client-relationships"> <div class="rkv-entry__header__overlay__inner"> <ul class="rkv-list-inline rkv-entry__categories rkv-category__list"> <li class="rkv-entry__category rkv-category__list__item"> <a class="client-relationships" href="https://accountants.intuit.com/taxprocenter/category/client-relationships/"> Client Relationships </a> </li> </ul> <h1 class="rkv-entry__title"> Protection Plus: Peace of mind for notice resolutions </h1> <a href="#entry-content" class="rkv-entry-header__scroll-to-content"> <span> Read the Article </span> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M5.24968 7.03369L11.9997 13.7837L18.7497 7.03369L20.3407 8.62468L11.9997 16.9657L3.65869 8.62468L5.24968 7.03369Z" fill="white"/> </svg> </a> </div> </div> <div class="rkv-social-share__container"> <button class="rkv-social-share__toggle rkv-social-share__toggle-light"> <span class="screen-reader-text"> Open Share Drawer </span> </button> </div> <div class="rkv__social-share"> <div class="sharedaddy sd-sharing-enabled"><div class="robots-nocontent sd-block sd-social sd-social-icon sd-sharing"><h3 class="sd-title">Share this:</h3><div class="sd-content"><ul><li class="share-twitter"><a rel="nofollow noopener noreferrer" data-shared="sharing-twitter-27945" class="share-twitter sd-button share-icon no-text" href="https://accountants.intuit.com/taxprocenter/client-relationships/protection-plus-peace-of-mind-for-notice-resolutions/?share=twitter" target="_blank" title="Click to share on Twitter" ><span></span><span class="sharing-screen-reader-text">Click to share on Twitter (Opens in new window)</span></a></li><li class="share-facebook"><a rel="nofollow noopener noreferrer" data-shared="sharing-facebook-27945" class="share-facebook sd-button share-icon no-text" href="https://accountants.intuit.com/taxprocenter/client-relationships/protection-plus-peace-of-mind-for-notice-resolutions/?share=facebook" target="_blank" title="Click to share on Facebook" ><span></span><span class="sharing-screen-reader-text">Click to share on Facebook (Opens in new window)</span></a></li><li class="share-linkedin"><a rel="nofollow noopener noreferrer" data-shared="sharing-linkedin-27945" class="share-linkedin sd-button share-icon no-text" href="https://accountants.intuit.com/taxprocenter/client-relationships/protection-plus-peace-of-mind-for-notice-resolutions/?share=linkedin" target="_blank" title="Click to share on LinkedIn" ><span></span><span class="sharing-screen-reader-text">Click to share on LinkedIn (Opens in new window)</span></a></li><li class="share-end"></li></ul></div></div></div> </div> </div> <ul class="rkv-entry__meta"> <li> <span>Written by </span><span><a href="https://accountants.intuit.com/taxprocenter/author/intuitproconnect/" title="Posts by Intuit Accountants Team" class="author url fn" rel="author">Intuit Accountants Team</a></span></li> <li class="rkv-entry__byline-date">Modified Feb 7, 2023</li> <li class="rkv-entry__read-time"> 3 min read </li> </ul> </header> <div class="entry__content" id="entry-content"> <p>Filing taxes is a prospect that can make any taxpayer uncomfortable. Even with an accountant to help them, the possibility of hearing from the IRS audit can set anyone on edge.</p> <p>That’s why David K. Boatswain invested in Intuit® ProConnect’s <a href="https://proconnect.intuit.com/protection-plus/" target="_blank" rel="noreferrer noopener">Protection Plus</a> three years ago. </p> <p>“A small upfront price can potentially save a lot of money in the future,” said David. “The cost of peace of mind is invaluable.”</p> <div class="wp-block-media-text is-stacked-on-mobile is-vertically-aligned-top" style="grid-template-columns:30% auto"><figure class="wp-block-media-text__media"><img decoding="async" width="384" height="384" src="https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/David-Boatswain.png" alt="" class="wp-image-27954 size-full" srcset="https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/David-Boatswain.png 384w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/David-Boatswain.png?resize=150,150 150w, https://proconnect.intuit.com/taxprocenter/wp-content/uploads/2023/02/David-Boatswain.png?resize=300,300 300w" sizes="(max-width: 384px) 100vw, 384px" /></figure><div class="wp-block-media-text__content"> <p><strong>“Protection Plus saves us a significant amount of time by not spending hours organizing clients’ documents and responding to taxing authorities. That translates to saving money.”</strong></p> </div></div> <p><a href="https://www.boatswaincpa.com/" target="_blank" rel="noreferrer noopener" target="_blank">Boatswain CPA, PLLC</a>, is a small accounting, audit, and tax firm nestled into the second floor of the Pioneer Building in Brooklyn, NY. With five employees, the firm found Protection Plus to be a smart way to outsource a time-consuming service, while giving the firm an advantage over competitors.</p> <p>“I use it to provide IRS and state notices review, and response services, as well as audit protection,” said David. “Protection Plus has helped my practice by saving us time responding to client notices and providing an edge to make us more marketable. Clients gain invaluable peace of mind when they know that their 1040 is defended by Protection Plus.”</p> <p class="has-x-large-font-size"><strong>How Protection Plus works</strong></p> <p>How much is your time worth? Wouldn’t you rather spend it working with your clients than on endless calls to federal and state agencies?</p> <p>David would. He and his team work directly with their clients on a variety of business and individual tax matters, as well as offering <a href="https://accountants.intuit.com/taxprocenter/tag/advisory-services/" target="_blank" rel="noreferrer noopener">advisory services</a>. Outsourcing something as time consuming as contacting the IRS or any similar agency enables him to spend more energy and time with his clients.</p> <p>Protection Plus is simple. The CPAs and enrolled agents (EAs) who represent Protection Plus will stick with an open case for as long as it takes. It does not matter how many calls you for your clients are put on hold for, or how long it takes to resolve an issue. The service is easily available as an add-on service for Intuit <a href="https://proconnect.intuit.com/tax-online/" target="_blank" rel="noreferrer noopener">ProConnect™ Tax</a>, <a href="https://proconnect.intuit.com/lacerte/" target="_blank" rel="noreferrer noopener">Lacerte® Tax</a>, and <a href="https://proconnect.intuit.com/proseries/" target="_blank" rel="noreferrer noopener">ProSeries® Tax</a> for just $10 per 1040 filing for your whole firm.</p> <p>If a 1040 tax filing is flagged by the IRS or a state tax agency, a firm can tap in the Protection Plus team of CPAs and EAs to handle correspondence, give guidance, and resolve issues with tax forms.</p> <p>The timesaving benefits of Protection Plus are really attractive to David and his firm.</p> <p>“Protection Plus saves us a significant amount of time by not spending hours organizing clients’ documents and responding to taxing authorities,” he said. “That translates to saving money.”</p> <p class="has-x-large-font-size"><strong>How Protection Plus worked with a client</strong></p> <p>With Protection Plus, a firm can choose to facilitate the issue on behalf of a client and/or give the client the information on how to contact the Protection Plus team directly. David emphasizes how simple the process is and one phone call is all it takes. No waiting on hold or endless games of telephone tag.</p> <p>Most of the time, David provides the information to his clients and has them work directly with the team. However, in one case involving a client, David called in the Protection Plus team for backup when the IRS sent a notice requesting additional documentation. He was truly grateful for Protection Plus’ services.</p> <p>“A client in the film production industry was requested to produce supporting documentation for the IRS,” he said. “We used Protection Plus to respond to the IRS, and they provided a thorough and organized response that included all the related invoices. The presentation was very professional and even had exhibits. It was an outstanding client experience.”</p> <p>Protection Plus also provides identity theft services to the firm’s clients, including 24/7 access to identity theft restoration advocates, credit monitoring, and fraud alerts. Protection Plus is a service David and his colleagues see as a necessity, not a luxury.</p> <p class="has-x-large-font-size"><strong>Provide your clients an outstanding tax experience</strong></p> <p>If you’d like to learn more about adding Protection Plus to give your clients peace of mind with their returns and save your firm valuable time, <a href="https://proconnect.intuit.com/protection-plus/#form-section" target="_blank" rel="noreferrer noopener">schedule a 15-minute consultation</a> with the Intuit team.</p> </div> <div class="entry__meta"> <div class="rkv-entry__series-wrapper"> <ul class="rkv-entry__series rkv-series__list"> <li class="rkv-entry__series__prev"> <a href="https://accountants.intuit.com/taxprocenter/client-relationships/ignitions-new-report-helps-you-deal-with-awkward-client-conversations/"> <div class="rkv__entry__series__content"> <h2 class="p"><span></span>Previous Post</h2> <p>Ignition’s new report helps you deal with awkward client conversations</p> </div> </a> </li> <li class="rkv-entry__series__next"> <a href="https://accountants.intuit.com/taxprocenter/client-relationships/how-to-communicate-large-tax-bills-to-your-clients/"> <div class="rkv__entry__series__content"> <h2 class="p">Next Post<span></span></h2> <p>How to communicate large tax bills to your clients</p> </div> </a> </li> </ul> </div> <div class="rkv-author-box"> <div class="rkv-author-box__avatar rkv-desktop-only"> <img class="avatar photo" src="https://i0.wp.com/taxprocenter.proconnect.intuit.com/wp-content/uploads/2024/01/intuit-accountants.png?resize=256%2C256&ssl=1" alt="Intuit Accountants Team" width="256" height="256" loading="lazy" /> </div> <div class="rkv-author-box__text"> <div class="rkv-author-box__header"> <div class="rkv-author-box__avatar rkv-mobile-only"> <img class="avatar photo" src="https://i0.wp.com/taxprocenter.proconnect.intuit.com/wp-content/uploads/2024/01/intuit-accountants.png?resize=96%2C96&ssl=1" alt="Intuit Accountants Team" width="96" height="96" loading="lazy" /> </div> <h2> <span>Written by </span> <a href="https://accountants.intuit.com/taxprocenter/author/intuitproconnect/"> Intuit Accountants Team </a> </h2> </div> <div class="rkv-author-box__description"> <p>The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. <a class="rkv-author-box__link" href="https://accountants.intuit.com/taxprocenter/author/intuitproconnect/">More from Intuit Accountants Team</a></p> </div> <div class="rkv-author-box__links"> </div> </div> </div> </div> <div class="comments__content">  <h3 id="comments"> 2 responses to “Protection Plus: Peace of mind for notice resolutions” </h3> <div class="navigation"> <div class="alignleft"></div> <div class="alignright"></div> </div> <ol class="commentlist"> <li id="comment-14740" class="comment even thread-even depth-1"> <article id="div-comment-14740" class="comment-body"> <div class="comment-avatar"> <img alt='' src='https://secure.gravatar.com/avatar/7f223a24575df5e223192ebe3c22fac6?s=128&d=identicon&r=g' srcset='https://secure.gravatar.com/avatar/7f223a24575df5e223192ebe3c22fac6?s=256&d=identicon&r=g 2x' class='avatar avatar-128 photo' height='128' width='128' loading='lazy' decoding='async'/> </div> <div class="comment-inner"> <footer class="comment-meta"> <img alt='' src='https://secure.gravatar.com/avatar/7f223a24575df5e223192ebe3c22fac6?s=64&d=identicon&r=g' srcset='https://secure.gravatar.com/avatar/7f223a24575df5e223192ebe3c22fac6?s=128&d=identicon&r=g 2x' class='avatar avatar-64 photo' height='64' width='64' loading='lazy' decoding='async'/> <div class="comment-author vcard"> <strong class="fn">Elizabeth McCoy</strong> <span class="says">says:</span> </div>  <div class="comment-metadata"> <a href="https://accountants.intuit.com/taxprocenter/client-relationships/protection-plus-peace-of-mind-for-notice-resolutions/#comment-14740"> <time datetime="2023-02-27T20:15:25-06:00"> February 27, 2023 at 8:15 pm </time> </a> </div>  </footer>  <div class="comment-content"> <p>I am an enrolled agent who would be interested in responding to tax notices for clients. How can I apply?</p> <div class="reply"> </div>  </div>  </div> </article> <ul class="children"> <li id="comment-14743" class="comment byuser comment-author-scytron1 odd alt depth-2"> <article id="div-comment-14743" class="comment-body"> <div class="comment-avatar"> <img alt='' src='https://secure.gravatar.com/avatar/e93d69a992e7e68be087322ef4e349dd?s=128&d=identicon&r=g' srcset='https://secure.gravatar.com/avatar/e93d69a992e7e68be087322ef4e349dd?s=256&d=identicon&r=g 2x' class='avatar avatar-128 photo' height='128' width='128' loading='lazy' decoding='async'/> </div> <div class="comment-inner"> <footer class="comment-meta"> <img alt='' src='https://secure.gravatar.com/avatar/e93d69a992e7e68be087322ef4e349dd?s=64&d=identicon&r=g' srcset='https://secure.gravatar.com/avatar/e93d69a992e7e68be087322ef4e349dd?s=128&d=identicon&r=g 2x' class='avatar avatar-64 photo' height='64' width='64' loading='lazy' decoding='async'/> <div class="comment-author vcard"> <strong class="fn">Scott Cytron</strong> <span class="says">says:</span> </div>  <div class="comment-metadata"> <a href="https://accountants.intuit.com/taxprocenter/client-relationships/protection-plus-peace-of-mind-for-notice-resolutions/#comment-14743"> <time datetime="2023-03-01T09:29:01-06:00"> March 1, 2023 at 9:29 am </time> </a> </div>  </footer>  <div class="comment-content"> <p>Hi Elizabeth – thank you for your note. I’ve submitted your information and someone will reach out to you about this, thanks.</p> <div class="reply"> </div>  </div>  </div> </article> </li> </ul> </li> </ol> <div class="navigation"> <div class="alignleft"></div> <div class="alignright"></div> </div> </div> <div class="rkv-related-content wp-block-group alignfull"> <div class="wp-block-group__inner-container"> <h2 class="has-text-color alignfull"> Browse Related Articles </h2> <div class="rkv-section__swiper swiper alignfull"> <div class="rkv-section__swiper-wrapper swiper-wrapper">  <div class="rkv-card rkv-card__article rkv-card__has-image rkv-card__has-image__vertical rkv-card__vertical rkv-card__has-gradient rkv-card__vertical rkv-card__column rkv-card__justify-end rkv-card__color-light "> <a href="https://accountants.intuit.com/taxprocenter/practice-management/protection-plus-frees-up-firms-staff-to-work-on-tax/" class="rkv-card__link" aria-label="Protection Plus frees up firm’s staff to work on tax"></a> <div 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