Even if you do everything right, an audit can still happen. And when it does, the financial toll is often immediate. Penalties, tax adjustments, and professional fees add up fast. That’s where Tax Audit Insurance comes in.

Think of it as insurance for your tax return. If the IRS audits you for a covered year, this policy pays out immediately, helping cover the costs so you can stay calm, covered, and focused on your business.

What It Covers

• Immediate payout upon receiving an IRS audit notice (no need to prove damages)
• Audit-related expenses, including CPA, tax attorney, bookkeeping, and support costs
• Optional Named Tax Professional – reserve up to 10% of the policy to pay your CPA directly

Why Small Businesses Should Insure Their Tax Filing

If you’re self-employed or run a business, you may already:

• Use a CPA or tax advisor to file complex returns
• Deduct business expenses, claim rental or investment income
• Want to avoid surprise out-of-pocket audit expenses

Audit support plans may help with paperwork, but this gives you cash when it matters most.

Three Reasons to Act Now

Audits Are Rare but Costly

Even flawless returns can be audited. When they are, the cost can be significant, sometimes more than 40% of your annual income.

Coverage Must Be in Place Before You File

Like flight insurance, Tax Audit Insurance must be purchased before the return is submitted. You can also insure past years, up to seven previous filings.

It Brings Peace of Mind to You and Your CPA

Your CPA helps you avoid mistakes. This policy helps cover the costs if an audit still happens, and includes compensation for your CPA’s time.

Why CPAs Recommend It

CPAs are often the first call when audits hit, and they’re left managing panicked clients, unbillable hours, and strained relationships. By offering Tax Audit Insurance, CPAs protect their practice and give clients an easy way to:

• Get financial support fast
• Avoid fee disputes and surprise costs
• Add real value to their service without added workload

Many CPAs find that just by introducing the policy, they strengthen client loyalty and help their clients sleep better at night.

How It Works

• You (or your CPA) answer a few underwriting questions online
• You receive an instant quote
• If a notice arrives, you file the claim and get paid fast

Who It’s For

• Businesses with under $50 million in assets or revenue
• Individuals with less than $10 million in income
• No recent audits, aggressive deductions, or amended returns
• No foreign subsidiaries or recent IRS notices

If you’re unsure, apply anyway. Underwriting is fast and tailored.

You insure your business. Now insure your tax return.

Start your quote today!