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Audit Protection Plan

Offering a robust line of products to meet your personal and business needs

Fear no audit…we’ve got your back

The IRS can be intimidating, but not for us.  As a member of the Audit Protection Network, we offer exclusive membership benefits to our clients if they receive a notice, or even an audit. You can have peace of mind knowing that your advisor is looking out for you.

  • Peace of mind—Sleep well knowing that your trusted advisor has you covered.
  • Time savings—Eliminate the hours required to translate IRS notifications and letters.
  • Stay focused—Let us manage your audit so you can stay focused on running your business.