Tax Protection Is How You Stay Ahead of the IRS
LBH Tax Protection Plans provide structured representation and oversight when the IRS or state agencies contact you after filing.
These plans include monitoring, notice review, and clear guidance — so you’re never left navigating tax letters on your own.
Taxes Don’t End When You File
TAX PROTECTION MATTERS
Most IRS notices arrive after tax season — sometimes months or even years later. Without protection in place, many taxpayers are left confused, stressed, or unsure how to respond.
LBH Tax Protection Plans provide year-round support so you can move forward confidently, knowing an Enrolled Agent is monitoring your account and guiding you if something changes.
Choose the Level of Support That Fits Your Needs
Lite Protection Plan
Individuals who want basic notice support and clarity without ongoing monitoring.
This service focuses on compliance, not entity restructuring, and supports business owners who may also be navigating IRS resolution or ongoing tax obligations.
Includes:
• Review of one IRS or state notice (non-audit)
• Plain-English explanation of the notice
• Guidance on next steps
• One IRS transcript pull (upon request)
Lite is designed for peace of mind
— not full coverage.
Silver Protection Plan
Ongoing Monitoring & Support
(Most Popular)
Individuals and businesses who want proactive guidance and notice support throughout the year.
Includes:
• IRS transcript monitoring (covered tax year)
• Quarterly account updates
• Review & response to IRS/state notices (non-audit)
• Transcript copies upon request
• Discount on tax resolution services if needed
Monitoring runs for 12 months, with extended notice support for covered tax years.
Gold Protection Plan
Priority Support & Advocacy
Higher-income earners, business owners, or clients with prior IRS issues who want hands-on support.
Includes Everything in Silver, Plus:
• Monthly monitoring
• Priority support
• Annual compliance review
• Annual strategy session
• Included tax resolution hours
Compare Your Protection Options
Not sure which plan is right? Most clients start with Silver.
Is LBH Tax Protection Right for You?
This Is For You If:
• You’ve ever received an IRS or state notice
• You want fewer surprises
• You value year-round guidance
• You don’t want to face the IRS alone
This Is Not For You If:
• You only want one-time tax filing
• You ignore IRS letters
• You’re not ready to be proactive
