Quesions? Call Us at (888)30-TAXPROS
Protect your license, your business, and your livelihood
starting at $99/month
888-30-TAXPROS
Prepaid Legal Defense. Exclusively for Tax Pros.
Core plan
premium plan
premium plan
$99/month
Loyalty legal coverage, Complimentary attorney consultation for issue; Legal Resource Library; and trainings.
premium plan
premium plan
premium plan
$299/month
Loyalty legal coverage, All benefits in Core,
Live “Ask the Attorney” sessions, replay access, and 5 return reviews per year
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:
- Complimentary Attorney Consultation for Any Emerging Issue(s)– Speak directly with our tax attorneys for guidance on 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.
- Monthly Compliance Newsletter – 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
- Attorney Referral List – Access our vetted national directory of trusted attorneys for state-specific or niche legal matters.
- Premium Members: Exclusive Monthly ‘Ask the Attorney’ Live Sessions
- Premium Members: 5 Tax Returns Reviewed and Audited Pre Year.-Premium Membership
Loyalty Legal Coverage:
After 12 months of continuous membership, you unlock:
- Up to $10,000 in legal defense for minor regulatory matters
- Up to $20,000 in legal defense for major regulatory 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
Loyalty Legal Coverage:
After 12 months of continuous membership, you unlock:
- Up to $10,000 in legal defense for minor regulatory matters
- Up to $20,000 in legal defense for major regulatory matters