
IRS Audit Protection for Business Tax Returns
Protect your business from the cost of an IRS audit on corporate or partnership returns. A licensed broker reviews your request.
Our commitment
Committed to doing insurance right, and doing it fast. Our vision: every property and project properly covered in minutes, with every rule followed.
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.
Start with the return your business files
This request is for corporate and partnership federal income tax returns. Each return and tax year needs an eligibility review.
Usually a fit
- Form 1120
- Form 1120-C
- Form 1120-S
- Form 1065
Usually declined or referred
- Audits already underway
- Unfiled or late returns
- State, sales or payroll audits
Understand the two parts of audit protection
An audit notice payment and reimbursement of eligible defense costs serve different needs. Review both parts of the offered policy.
Audit notice benefit
A covered IRS notice can trigger a payment under the policy's terms. That payment is not a promise to repay every tax adjustment.
Professional defense costs
Eligible accounting and legal expenses for the audit may be reimbursed, subject to the policy's deductible and limit.
Specified returns and years
Confirm which filed returns and tax years the offer covers before purchasing protection.

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 to have ready for the review
- Business name and location
- Business return type
- Tax years and filing dates
- Tax professional's details
- Existing IRS correspondence
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.
Review your coverage options.
A licensed broker can review eligibility and policy terms with you.