Quesions? Call Us at (888)30-TAXPROS
Protect your license, your business, and your livelihood
starting at $29.95 per return prepared and funded.
888-30-TAXPROS
Prepaid Legal Defense. Exclusively for Tax Pros.
DEFENSE GUARD CORE PLAN
DEFENSE GUARD Premium plan
DEFENSE GUARD CORE PLAN
$29.95 PER RETURN
Compliance Defense for Tax Professionals, Complimentary attorney consultation for issue; Legal Resource Library; and trainings.
Compliance Defense is Due Diligence Audits and Defense, EFIN Defense, and OPR Defense.
DEFENSE GUARD PLUS plan
DEFENSE GUARD Premium plan
DEFENSE GUARD CORE PLAN
$59.95 PER RETURN
Compliance Defense for Tax Professionals PLUS 25% discount on ciivil litigation and criminal defense. Complimentary attorney consultation for issue; Legal Resource Library; and trainings. Tax professionals who pay for coverage on 800+ tax returns are fully covered for criminal investigations or civil tax litigation.
DEFENSE GUARD Premium plan
DEFENSE GUARD Premium plan
DEFENSE GUARD Premium plan
$99.95 PER RETURN
Compliance Defense for Tax Professionals PLUS 50% discount on ciivil litigation and criminal defense. Complimentary attorney consultation for issue; Legal Resource Library; and trainings. Tax professionals who pay for coverage on 500+ tax returns are fully covered for criminal investigations or civil tax litigation.
The Risk Every Tax Professional Faces
"You protect your clients from tax problems. We protect YOU."
Every year, thousands of tax professionals lose their EFIN, face crippling IRS penalties, or even end up in criminal court, not because they did anything intentionally wrong, but because they didn’t have the right legal defense when the IRS or state came knocking.
It can happen to you if:
- An IRS Due Diligence Audit claims you didn’t ask the client more probing questions.
- Your EFIN is suspended because of alleged violations by you or a staff member.
- You’re targeted for an OPR investigation or criminal tax investigation which could lead to your business being shut down or worse jail time.
One letter. One visit. That’s all it takes to shut your doors, unless you’re protected.
How TaxPro Shield Protects You
Coverage You Can Count On
When you join, you receive immediate membership benefits, including:
- Full regulatory and compliance defense support
- Approved attorney fees paid for qualifying compliance matters
- Civil and Criminal Legal Defense
- Plus and Premium members are eligible for 25%–50% discounts on civil and criminal defense representation.
- Plus and Premium Members preparing over a designated volume of tax returns qualify for 100% coverage.
- Complimentary Attorney Consultation for Any Emerging Issue(s)
- Speak directly with our tax attorneys for guidance on legal issues, compliance, audits, and investigations.
- Speak directly with our tax attorneys for guidance on legal issues, compliance, audits, and investigations.
- Legal Resource Library
- Download attorney-drafted legal templates, IRS response letters, compliance checklists, and audit defense tools tailored for tax professionals.
- Download attorney-drafted legal templates, IRS response letters, compliance checklists, and audit defense tools tailored for tax professionals.
- Monthly Compliance Newsletter
- Stay informed on IRS enforcement trends, rule changes, and real-world audit and investigation cases.
- Stay informed on IRS enforcement trends, rule changes, and real-world audit and investigation cases.
- Pre-Recorded Legal Trainings –
- On-demand access to attorney-led trainings covering:
- Due diligence audits
- EFIN and PTIN compliance
- Criminal red flags
- OPR investigations
- On-demand access to attorney-led trainings covering:
- Discounts
- Discounted access to live trainings, workshops, conferences, and speaking engagements conducted or hosted by TaxPro Shield or its principals.
- Attorney Referral List
- Access our vetted national directory of trusted attorneys for state-specific or niche legal matters.
- Access our vetted national directory of trusted attorneys for state-specific or niche legal matters.
How It Works:
FILE A CLAIM AND WE CONNECT YOU TO YOUR PROVIDER FIRM
FILE A CLAIM AND WE CONNECT YOU TO YOUR PROVIDER FIRM
FILE A CLAIM AND WE CONNECT YOU TO YOUR PROVIDER FIRM
When trouble comes, we take over.
CONSULT WITH THE WALTON FIRM
FILE A CLAIM AND WE CONNECT YOU TO YOUR PROVIDER FIRM
FILE A CLAIM AND WE CONNECT YOU TO YOUR PROVIDER FIRM
Get the Right Legal Advice .
Get Back to Business with Confidence
FILE A CLAIM AND WE CONNECT YOU TO YOUR PROVIDER FIRM
Get Back to Business with Confidence
Work Again Knowing You’re Protected