Enrollment Form

Below is a summary of the plans.  After you have completed the enrollment form, you will be asked to choose a plan.

If you would like to add the DependentWatch Family Plan, please indicate that by answering yes below.  This will allow you to complete the enrollment form for each of your dependents. 

Note:  For each of your dependents, you will need to provide a copy of the birth certificate, and copy of the driver's license of the parent.

 

The audit and tax problem protection portion of the Audit Alarm Membership ($60/annually) is priced on a per return basis and the current year is included in the Audit Alarm Membership. 

 

Can I purchase additional Audit and Tax Notice Defense for prior years?

Yes.  You can purchase Audit Defense and Tax Notice Protection for all prior years that may be subject to audit.  For federal income tax audits, the audit statute is typically three years and up to six years if you substantially underreported your income.  Most states add another year.  Some State taxing agencies have varying audit expiration periods.  With an ongoing membership, the year(s) covered continue to roll.  For example, if you add the additional three years, you would be consistently protected for the current year plus the three previous years, typically included in the audit statute.  If you are concerned about the additional state statute year, you would add the fourth year out. 

Note: If you only sign up for Audit Alarm Membership without adding the additional years open to audit statute, you would be covered for the year of signup only

 

Pricing and Plan

 

Senior Select Assurance Program – $15.99/month- Designed specifically for Senior Citizens

Tax account monitoring
Access to IRS transcripts
Quarterly tax reports
Tax audit and tax resolution protection
Helpful tax information and tax deadline calendar
IRS account † Alerts  
Exclusive offers and discounts codes
Exclusive free access to LegacyPortal, a groundbreaking mobile app with 24/hr access
 

See all the Senior Select Assurance Plan details

 

 

Select Assurance Program – $24.99/month

• Tax account monitoring
• Access to IRS transcripts
• Quarterly tax reports
• Tax audit and tax resolution protection
• Helpful tax information and tax deadline calendar
• IRS account † Alerts  
• Exclusive offers and discounts codes
• Exclusive free access to LegacyPortal, a groundbreaking mobile app with 24/hr access

 

See all the Select Assurance Plan details

 

Executive Access Program – $39.99/month

Includes all Assurance Access Services

• Estimated tax payment † Alerts  and reminders
• Direct member access to tax practitioners
• Dedicated case advocate
• Priority servicing
• Discounts on personal income tax return preparation
  
• FREE automatic personal income tax return extension
• FREE audit representation
• FREE tax-related ID theft repair and restoration
• Digital storage for all of your tax forms
• FREE garnishment investigation and resolution by a Certified Tax Resolution Specialist
  

 

See all the Executive Assurance details

 

 

The audit and tax problem protection portion of the Audit Alarm Membership ($60/annually) is priced on a per return basis and the current year is included in the Audit Alarm Membership. 

 

Can I purchase additional Audit and Tax Notice Defense for prior years?

Yes.  You can purchase Audit Defense and Tax Notice Protection for all prior years that may be subject to audit.  For federal income tax audits, the audit statute is typically three years and up to six years if you substantially underreported your income.  Most states add another year.  Some State taxing agencies have varying audit expiration periods.  With an ongoing membership, the year(s) covered continue to roll.  For example, if you add the additional three years, you would be consistently protected for the current year plus the three previous years, typically included in the audit statute.  If you are concerned about the additional state statute year, you would add the fourth year out. 

Note: If your only sign up for the Audit Alarm Membership without adding the additional years open to audit statute, you would be covered for the rolling current year only.

 

Note: Membership must be purchased prior to your return being selected for audit or receiving a notice, based on information found in your transcripts

 

 

As the premiere provider of Tax Account Monitoring, Tax-Related Identity Theft, Audit and Tax Problem Protection we were consistent being asked for consumer Identity Theft and Credit Monitor by our members. As a response to our customer needs we developed a relationship with Identity IQ to offer their services to our members.  As a result of our relationship with IdentityIQ we have negotiated 8 incredible plans starting at 6.99 for our members. 

 

IdentityIQ Plans and Pricing

IdentityIQ Features Explained

 Child identity theft has increased dramatically. According to a Carnegie Mellon University’s CyLab study, children are 51 times more likely to be a victim of identity theft than adults. Additionally, the toll on these families is estimated to be about $540 million in out-of-pocket expenses.

Parents need to be diligent about how and where they share their child’s personal information. For example, submitting social security numbers on school forms and athletic registrations are all areas of vulnerability. Children’s personal information is sold on the Dark Web for $300 a record.

 

See all the DependentWatch details

The number of elderly victims has risen at an alarming rate, while the loss amounts are even more staggering. In 2021, over 92,000 victims over the age of 60 reported losses of $1.7 billion to the IC3.

Seniors are vulnerable to tax identity theft scams because often they are more trusting, file less often, and are less likely to closely monitor their tax account.

 

According to a 2018 study by the U.S. Department of Justice Office of Justice Programs’ Bureau of Justice Statistics, 27.9% of reported identity theft crimes were committed against the 50-65 age group, and 15.8% were committed against seniors, age 65 or older.

 

SeniorWatch was developed for those family members that are tasked or want to "Monitor" a senior family members tax account to help protect the Senior from tax-related identity theft.

 

See all the SeniorWatch details

1 Taxpayer information. Taxpayer must sign and date this form on line 6.