Return type and tax years
Identify the business return and the filed tax years you want reviewed. Keep the filing dates and tax preparer's information available.
IRS Audit Protection for Business Tax Returns
Request protection for eligible federal business income-tax returns. Start with the type of return your business files, then review audit-related protection with a broker. Currently serving California.
Licensed in California
Menlo Insurance Services is the filed name of Opero Labs Inc. California license #6020106.
Eight brokers, one team
Our eight brokers work together as one Menlo team, so you can reach a person who understands your account.
Independent brokerage
We hold appointments with multiple carriers, so the quote is shopped rather than served from one shelf.
Match the protection to the business return
The initial request covers corporate and partnership returns: Forms 1120, 1120-C, 1120-S and 1065. The program describes an audit-triggered payment and reimbursement of eligible defense costs. The covered returns, payment terms and exclusions need review before purchase.
Federal income-tax audits
The documented protection addresses IRS income-tax audits. State, sales, payroll and other non-federal tax audits are excluded.
Existing notices and filing history
Pre-existing audits and unfiled or late returns are excluded. Disclose any IRS notice and relevant filing issues during the review.
What to prepare for review
- Business legal name, ZIP code and return type
- The tax years and filing dates to be considered
- Tax professional details and any IRS correspondence
What changes your premium
These details help insurers assess your business and price the coverage. Terms and available options vary by insurer.
- Business return type and requested tax years
- Business size and location
- Filing history and existing audit notices
Questions we get asked
Can this cover an audit already underway?
The documented program excludes pre-existing audits. Tell the broker about any existing notice so it is not mistaken for a new covered event.
Does this request include personal tax returns?
This initial form is for corporate and partnership returns. Individual returns with business or rental income require a separate review; do not select a business return type that you do not file.
Ready to compare your coverage options?
Start your application online, or talk with a licensed broker about your situation.