What is the Client Care Package? (CCP)

    The prospect of an audit can be a significant source of stress and uncertainty in tax preparation and financial management. At Strategic Financial Reporting, we recognize the complexities and potential challenges that state or local audits can present. To address these concerns and provide unparalleled support, we offer the Client Care Package (CCP), an annual subscription designed to provide comprehensive audit support after your tax return has been signed and filed.

    Navigating an audit can be daunting. The CCP provides extensive support to help you through every phase of the audit process. Our experienced team offers professional representation, giving you the confidence that your interests are well-represented and managed. From interpreting audit notices to preparing necessary documentation, the CCP ensures you receive the help you need to address audit inquiries effectively.
    With the CCP, you gain peace of mind knowing that you can access dedicated support if an audit arises. Our proactive approach helps you feel secure, knowing that expert assistance is readily available to navigate the complexities of the audit process.

    The Client Care Package offers the following valuable benefits:
    • Subscribers receive up to ten hours of support for audit-related activities, such as reviewing notices, examining audit details, and formulating responses.
    • Our team will guide you through the audit process, ensuring you understand each step and are prepared for potential challenges.
    Limitation of the CPP:
    1. The CCP does not cover costs incurred outside the subscription fee, such as additional documentation or third-party expenses.
    2. The CCP does not include services related to tax amendments, which are handled separately.
    3. Consulting on broader issues such as strategy, payroll, bookkeeping, and additional advisement is outside the scope of the CCP.
    4. Our audit insurance and client care package coverage does not extend to issues arising from incomplete steps or failure to adhere to the instructions we provide.
    5. Any discrepancies or omissions resulting from instructions not being followed may require additional services or fees to address.
    6. We encourage you to review all documents and instructions carefully and complete all outlined steps. 
    The Client Care Package offers a strategic advantage in managing and mitigating audit challenges. By subscribing, you ensure a robust support system to assist you with expert representation and advice. Clients who choose not to subscribe to the CCP or opt-out will be billed at the senior consulting rate for audit-related services. All clients automatically opt into this service and may opt-out. If you wish to opt out of the CCP or require more information, please email us at admin@strategicfinancialreporting.com.