Before the Notice Arrives: Proactive Tax Monitoring & Resolution with Protection Plus

About this webinar:

What if you could solve IRS issues before your clients even knew they existed? In this 35-minute session, discover how Protection Plus combines our trusted resolution services with brand-new Tax & Advisory Monitoring. Learn how automatic alerts for penalties, proactive tracking, and ready-to-share client reports give your firm the actionable insights needed to protect your clients and scale your year-round advisory value.

Your Presenters

Brady Lievens
Chief Revenue Officer
Protection Plus
As Chief Revenue Officer at Protection Plus, Brady spearheads strategic growth and oversees key organizational initiatives. Residing in Winston-Salem, NC, with his wife and three daughters, he has been a vital part of the Protection Plus leadership team for over a decade. Under his guidance, Protection Plus partners with more than 17,000 tax and accounting firms, safeguarding over 12 million tax returns with top-tier tax notice resolution and protection services
Michael Cairo
Chief Product Officer
Protection Plus
  • Brady Lievens
    Chief Revenue Officer
    Protection Plus
    As Chief Revenue Officer at Protection Plus, Brady spearheads strategic growth and oversees key organizational initiatives. Residing in Winston-Salem, NC, with his wife and three daughters, he has been a vital part of the Protection Plus leadership team for over a decade. Under his guidance, Protection Plus partners with more than 17,000 tax and accounting firms, safeguarding over 12 million tax returns with top-tier tax notice resolution and protection services
  • Michael Cairo
    Chief Product Officer
    Protection Plus