Audit Armor™ is a year-round record-keeping and compliance system designed to keep your tax documents organized, stored, and ready — long before tax season arrives.

You’ll receive quarterly upload reminders, secure storage, and professional review, so you always know you’re on track.

No.

Audit Armor™ is not audit representation or audit insurance.

It is a proactive tax-readiness system that helps you stay organized and reduce errors that often lead to IRS notices.

It’s about prevention, peace of mind, and preparation, not promises or guarantees.

You will receive a quarterly checklist, but examples include:

• W-2s, 1099s, 1098s
• Business receipts
• Mileage logs
• Childcare payments
• Medical expenses
• Investment statements
• Business income & expenses
• Any documents that support deductions or credits

If it affects your taxes, Audit Armor™ keeps it organized.

Audit Armor™ is designed to serve all types of taxpayers, even if you don’t earn income each quarter.

If you don’t need quarterly uploads, you will still benefit from:

• A year-round secure folder
• Anytime uploads (whenever something comes in)
• A year-end file check
• A fully organized document package for tax season
• Peace of mind knowing everything is stored safely

You can upload daily, once a year, once a month, or every quarter.

This system works on your schedule.

You’ll receive access to your private digital folder, where you can upload files from your:

✔ Phone

✔ Tablet

✔ Laptop

✔ Email

It’s fast, secure, and easy, even for clients who aren’t tech-savvy.

Absolutely.

Audit Armor™ uses encrypted digital storage, private access links, and secure upload tools to keep your data protected year-round.

Only you and Premier Tax & Financial Solutions have access.

No worries. Your folder stays open all year.

You can upload documents anytime, and your next reminder will help you catch up.

Consistency helps, but you’ll never be penalized for falling behind.

Yes. You can cancel anytime.

Your folder will remain accessible through the end of your billing cycle. Upon reaching the end of your billing cycle, all of your uploaded documents will be emailed to you and completely removed from our system

Monthly ($19.99/mo):

• Flexible
• Cancel anytime
• Perfect for first-timers

Annual ($219/year):

• Best value
• Priority file reviews
• Free “Refund Maximizer Check” at year-end
• No monthly billing
• Saves over a month of payments

Both plans include full access. the difference is savings and priority status.

Yes! Audit Armor is for everyone. If you receive any tax documents at all, Audit Armor™ makes your year easier.

Upload them.

Audit Armor™ accepts new documents, old documents, missing receipts, and whatever you’ve been holding onto in your phone gallery or glove box.

There’s no judgment, just organization and clarity going forward.

Audit Armor™ cannot guarantee a refund increase.

However, being organized helps you:

• Avoid missing deductions
• Report income accurately
• Prevent IRS mismatches
• Claim credits you may qualify for

Better records often lead to better outcomes, but results vary by client.

Perfect! This is the best time to join.

Audit Armor™ prepares you for next year so you aren’t scrambling in January.

Perfect! Audit Armor™ works alongside any tax professional you choose.

This service is not tax prep and does not replace your preparer. Instead, it gives you:

• A secure, organized system for storing all documents
• Quarterly reminders so nothing gets lost
• A clean, complete folder you can hand to any tax pro
• Fewer errors, less back-and-forth, and faster filing

Think of Audit Armor™ as the organization engine your tax pro wishes every client had.

You don’t have to switch to Premier, you just have to stay ready.