Common use of Services We Provide Clause in Contracts

Services We Provide. If Your Return is audited, becomes the subject of an inquiry or noncriminal investigation by a taxing authority, a taxing authority denies any credits or deductions (unless specifically excluded herein), or if You receive a notice from a taxing authority related to identity theft or verification of Your identity (collectively and each, an “Inquiry”) during the Membership Term, We will provide You with the following services to be performed exclusively by COMPANY representatives for up to $1,000,000.00 in service fees at COMPANY’S then current retail rate structure for such services, which is solely determined by COMPANY (the “Services”): 3.1 Case resolution specialist. Your case will be assigned to a specific Case Resolution Specialist (“CRS”) who is appropriately qualified or credentialed and who will be primarily responsible for Your case. You authorize and approve the CRS to engage in any of the activities provided in this Section 3, and to otherwise act on your behalf as necessary to resolve the Inquiry in a manner that is appropriate under Your circumstances. 3.2 Consultation regarding taxing authority correspondence. The CRS will review correspondence You receive from a taxing authority, and will consult with You about the issues raised by the taxing authority, including Your options for responding to the taxing authority. During this consultation, the CRS may identify the specific documentation that may be required to respond to the taxing authority and discuss next steps, including any options that may be available to You. 3.3 Document review collection, and organization. As commercially reasonable, the CRS will identify documents that need to be collected and provided to the taxing authority. You may be required to gather documents such as receipts for specific expenses, bank records, medical records, mileage logs, school records, and other similar documents as applicable to the Inquiry. Once the materials have been gathered and provided to the CRS, the CRS will assist to organize and format the documentation in a manner consistent with the requirements of the taxing authority and prepare a professional response portfolio that includes a detailed cover letter and the properly formatted documentation. The CRS will review and discuss the professional response portfolio with You before it is sent to the taxing authority. 3.4 Written correspondence with taxing authorities. The CRS may draft letters and other written correspondence on Your behalf, as needed, to respond to inquiries or demands from a taxing authority. You will have an opportunity to review and approve such written correspondence submitted by the CRS on your behalf. You are solely responsible for using due diligence to review any such written information. After You review and approve the form and content of the written correspondence, the CRS will send the correspondence to the taxing authority. In cases where the IRS or state tax authority requires a response directly from You, the CRS will assist to prepare the written correspondence for You and/or provide instructions and guidance necessary to enable You to properly respond to the taxing authority. You authorize and appoint CRS to act on Your behalf as necessary to receive sufficient information from the taxing authority as part of an Inquiry. In some instances, the request for additional information or confirmation of information must come from You. In those instances, the CRS will consult with You and, when appropriate, draft the correspondence for You and provide instructions regarding how to communicate with the taxing authority. You agree to cooperate with the CRS in good faith and as reasonably necessary to obtain any additional information or as otherwise necessary to provide information to the taxing authority.

Services We Provide. If Your Return is audited, becomes the subject of an inquiry or noncriminal investigation by a taxing authority, a taxing authority denies any credits or deductions (unless specifically excluded herein), or if You receive a notice from a taxing authority related to identity theft or verification of Your identity (collectively and each, an “Inquiry”) during the Membership Term, We will provide You with the following services to be performed exclusively by COMPANY representatives for up to $1,000,000.00 in service fees at COMPANY’S then current retail rate structure for such services, which is solely determined by COMPANY (the “Services”): 3.1 Case resolution specialist. Your case will be assigned to a specific Case Resolution Specialist (“CRS”) who is appropriately qualified or credentialed and who will be primarily responsible for Your case. You authorize and approve the CRS to engage in any of the activities provided in this Section 3, and to otherwise act on your Your behalf as necessary to resolve the Inquiry inquiry in a manner that is appropriate under Your circumstances. 3.2 Consultation regarding taxing authority correspondence. The CRS will review correspondence You receive from a taxing authority, authority and will consult with You about the issues raised by the taxing authority, including Your options for responding to the taxing authority. During this consultation, the CRS may identify the specific documentation that may be required to respond to the taxing authority and discuss the next steps, including any options that may be available to You. 3.3 Document review collection, and organization. As commercially reasonable, the CRS will identify documents that need to be collected and provided to the taxing authority. You may be required to gather documents such as receipts for specific expenses, bank records, medical records, mileage logs, school records, and other similar documents as applicable to the Inquiry. Once the materials have been gathered and provided to the CRS, the CRS will assist to organize in organizing and format formatting the documentation in a manner consistent with the requirements of the taxing authority and prepare a professional response portfolio that includes a detailed cover letter and the properly formatted documentation. The CRS will review and discuss the professional response portfolio with You before it is sent to the taxing authority. 3.4 Written correspondence with taxing authorities. The CRS may draft letters and other written correspondence on Your behalf, as needed, to respond to inquiries or demands from a taxing authority. You will have an opportunity to review and approve such written correspondence submitted by the CRS on your Your behalf. You are solely responsible for using due diligence to review any such written information. After You review and approve the form and content of the written correspondence, the CRS will send the correspondence to the taxing authority. In cases where the IRS or state tax authority requires a response directly from You, the CRS will assist to prepare in preparing the written correspondence for You and/or provide instructions and guidance necessary to enable You to properly respond to the taxing authority. You authorize and appoint CRS to act on Your behalf as necessary to receive sufficient information from the taxing authority as part of an Inquiry. In some instances, the request for additional information or confirmation of information must come from You. In those instances, the CRS will consult with You and, when appropriate, draft the correspondence for You and provide instructions regarding how to communicate with the taxing authority. You agree to cooperate with the CRS in good faith and as reasonably necessary to obtain any additional information or as otherwise necessary to provide information to the taxing authority.