Tax2Go DeSoto — Client Protection
The Compliance Guarantee
Every strategy we deliver is code-backed, fully documented, and audit-ready before it leaves our desk. This is what it means to work with Tax2Go DeSoto.
Tax2Go DeSoto compliance guarantee is included for all clients who use Tax2Go DeSoto to prepare their taxes. Every position we recommend is grounded in settled federal tax law, documented in writing, and assigned an audit risk rating before you file.
What We Guarantee
Code-Backed Positions Only
Every strategy we recommend is grounded in a specific section of the Internal Revenue Code, an IRS ruling, or established case law. We do not recommend positions without a documented legal basis. No exceptions.
Written Documentation Standards
Every recommendation delivered through Tax2Go DeSoto includes:
- The applicable IRC section(s) supporting the position
- All required supporting documentation identified in writing
- An assigned audit risk rating: Low / Moderate / High
- Pre-spend documentation requirements where applicable
Audit Support — All Preparation Clients
If any tax position prepared by Tax2Go DeSoto is questioned by the IRS or a state taxing authority, we will provide written support documentation and assist in responding to the inquiry — at no additional charge — for the tax year in which the position was taken.
Preparation Clients
Full Audit Support Included
- Written response documentation
- IRS inquiry assistance
- State authority correspondence
- No additional charge
Playbook-Only Purchasers
Written Documentation Included
- Full written strategy documentation
- IRC citations and risk ratings
- Audit support available as separate engagement
Circular 230 Compliance
All advice, written strategy, and client communications are issued in accordance with IRS Circular 230. Tax2Go DeSoto practitioners maintain active PTINs and adhere to all applicable standards of professional conduct. Recommendations that present elevated risk are disclosed in writing with mitigation guidance attached.
Pre-Spend Documentation Requirement
For strategies involving deductible business expenses — including 144k Collective participation, marketing, community sponsorship, and promotional activity — Tax2Go DeSoto requires documented business purpose prior to the expenditure. We will not recommend or support retroactive justification of undocumented expenses.
No Guaranteed Savings
Tax2Go DeSoto does not guarantee a specific dollar amount of tax savings. Every client outcome depends on individual income structure, entity setup, and documentation completeness. What we guarantee is that every position we recommend is legally defensible, properly documented, and audit-ready.
What This Guarantee Does Not Cover
- Tax positions taken by the client independently, outside of Tax2Go DeSoto written recommendations
- Returns prepared by another firm or tax preparer
- Strategies implemented after the tax year has closed without prior written documentation
- Recovery Room Playbook purchasers who do not engage Tax2Go DeSoto for return preparation (audit support applies to preparation clients only)
How to Invoke This Guarantee
Received an IRS or state notice?
Contact Tax2Go DeSoto in writing at info@tax2godesoto.com within 30 days of receiving the notice. Include a copy of the notice and reference your engagement date or Playbook purchase date. Tax2Go DeSoto will respond within 5 business days.
TAX2GO DESOTO
The compliance guarantee starts when you do.
Tax2Go DeSoto compliance guarantee included for all clients who use Tax2Go DeSoto to prepare their taxes. Get your Recovery Room Strategy Playbook and put the guarantee to work.
Get Your Strategy Playbook →