In September 2023, our Audit Defense members, Holly and Jason, realized they hadn’t received a tax refund from their state taxing agency for the past two years. After making this discovery, Holly contacted their state’s Department of Revenue. Through several conversations over three months, the couple discovered that the Department of Revenue had attempted to reach them for nearly a year by sending collection notices to the couple’s previous address. The Department of Revenue’s Tax Specialist provided them with the collection notices stating the couple owed $2,000. The Tax Specialist also recommended that Holly amend their tax returns for the last two years. The couple was shocked by all this information and did not know how to amend their taxes or handle these notices correctly. Fortunately, as Audit Defense members, they did not have to handle this alone!
The next day, the couple visited the TaxAudit website, logged into the membership portal, and reported the audits. Within a few hours, one of our Customer Service Representatives contacted them and explained the next steps. Before concluding the call, the Customer Service Representative informed the couple that their Case Coordinator would contact them shortly and reassured them that they were in good hands.
That same day, their Case Coordinator requested their tax returns and notices before assigning the case to a Tax Analyst. Since Holly and Jason had been in contact with the taxing agency, our tax analyst would take the necessary steps to determine what had been done so far in the case and what the next steps would need to be.
After submitting their tax returns and notices, the couple’s Tax Analyst, Bruce, contacted them to schedule a meeting. During the meeting, Bruce pointed out that Holly and Jason reported their out-of-state income incorrectly on their tax returns. He agreed with the state’s assessment and recommended amending their 2021 taxes. He then advised them to wait to amend their 2022 taxes until they received a notice for that year. Additionally, he informed them that they would need to fill out additional paperwork related to their out-of-state income due to their state of residence.
After the meeting, the couple used Bruce's feedback to revise their tax return based on the suggested changes and asked for Bruce's assistance with completing an additional form. Bruce once again provided exceptional service and aided Holly and Jason in completing the additional form required by their state. This case only lasted ten days, and the couple was thrilled with the expertise and promptness of the outcome.
Holly and Jason were incredibly thankful for the outstanding service they received. Bruce's expertise helped him to identify errors in the tax returns, educate the couple to prevent future mistakes, and provide our members with a great plan for success. The couple also saved time and stress by contacting TaxAudit instead of dealing with the taxing agency alone.
This is what Holly and Jason had to say about this case:
Bruce was SO helpful with our situation regarding our 2021 & 2022 tax returns! We prepare returns through TurboTax and always purchase the audit defense from TaxAudit. We'd made mistakes on both our 2021 and 2022 state returns. Notices hadn't been sent to the home we purchased in 2021 when moving from our previous home. All notices had been sent to a home we'd purchased in 2006 and sold in 2010. We had to amend our 2021 and 2022 state tax returns. Since we'd purchased the audit defense, we received assistance from Tax Audit. Our 2021 & 2022 cases were both assigned to Bruce. We could easily upload all requested documentation on the TaxAudit portal. Bruce emailed me in a timely manner to set up a phone appointment after he had perused all our documentation. When talking with Bruce, he was able to explain everything to me in layman's terms that I was able to understand. He was so kind and never made me feel stupid - even when explaining the mistakes I'd made while doing our 2021 and 2022 state tax returns. We amended the 2021 and 2022 state returns. Everything Bruce explained about my mistakes and amending the returns was 100% accurate! After amending the state returns, Bruce so graciously helped us fill out this complicated (well, at least for me!) form required annually. We're so grateful for Bruce's expertise and for choosing to purchase the audit defense product annually. We will continue to do so. Thank you, Bruce!
*Some names and identifying details have been changed to protect the privacy of the individuals.
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