What Is BBB Assurance?

BBB Assurance provides reimbursement coverage if an IRS or state audit determines additional taxes, penalties, or interest are due because of a legitimate preparer error on your return. Coverage is up to $2,500 combined and lasts for three (3) years after the April filing deadline for the covered return. This benefit is included with our tax preparation—no additional fee to you.

Who’s Eligible

  • Individual 1040/1040-SR/1040-NR returns (and applicable state returns) we prepare and file.

  • Provided automatically with our tax-prep service once your return is acknowledged.

Important Notes

Coverage applies only to additional tax, penalties, and interest directly attributable to a legitimate preparer error and requires that participant responsibilities are met. Program term is three (3) years from the April filing deadline for the covered return.

What’s Not Covered (Examples)

  • Business/entity, trust, estate, gift, employment, or local/city/county returns.

  • Self-prepared returns, criminal investigations, or issues like foreign income, K-1 flow-through items, cryptocurrency, or estimated-tax underpayments.

  • Residents of SD, TN, WY, Puerto Rico, or other locations where reimbursement isn’t permitted.

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