Tax ID Restoration

Members have 24/7, 365 days per year access to Identity Theft Restoration Advocates who will provide comprehensive personalized recovery services for Tax ID theft incidents.



Our unique identity theft solution provides all the components necessary to restore your tax identity and prevent future incidences of ID theft. Identity Theft is a major problem during the year when unsuspecting taxpayers can have their tax returns stolen via identity fraud. We assist members in the event that the IRS holds a taxpayer’s return for any of the following reasons:

Duplicate SSN was previously filed

Preparation office redirection of funds

Stolen refund check

Tax ID Restoration Members receive the following assistance:

We interact with the IRS on your behalf

Assist in completing all required paperwork to be submitted to the IRS

Assist in getting their tax return successfully filed

Assist in obtaining and IRS Identity Protection to prevent a future event

Tax ID Restoration & ID Protection returns peace of mind.

Compare Palma Protection Plus Packages



We’ll stand in front of the IRS to resolve many issues before they become a problem.

The IRS sends more than 201 million notices a year. Receiving a notice does not always indicate a problem. However, it helps for us to monitor and promptly advise you on anything that comes up. Like the comfort of a financial adviser closely monitoring your retirement account to make sure everything is on track for your financial goals, we:


Stop Tax Problems Before They Start!

Michael Palma Financial Advisor

Imagine returning from a trip to find three past due notices from the IRS! Don’t panic. Our Monitoring Program already took care of the IRS for you by responding on your behalf.

CPA San Jose - Miguel Palma

With our direct access to IRS computers and ability to set daily, weekly and monthly notifications of any changes on your account we can respond quickly.