The Audit Protection Plan

Provides peace of mind and eliminates the trauma of dealing with the IRS, because


Defending an actual audit can mean real financial stress to your life.

Audit representation fees alone can range from $6,500 – $20,000 and often more. In order to safeguard you from incurring any of these unforeseen expenses, we’ve created our Audit Protection Plan.

This is an exclusive offer for current clients of Palma Financial Services:

  • We will respond to written notices from the IRS, State, or local tax authorities.
  • We’ll represent and defend you in case of an IRS or State Income Tax Audit.

You do not have to deal with the IRS or State tax authority at all!

Our Audit Protection Plan can help relieve the anxiety that results from receiving an inquiry from the IRS. With us watching your back, we work directly with you and the IRS to bring a matter to resolution as we keep you updated every step of the way.

Clients of Palma Financial Services, Inc., please submit this form so that we can contact you with more details: