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Protect your license, your business, and your livelihood
starting at $29.95 per return prepared and funded.
888-30-TAXPROS
Choose A Plan
Serious Protection for Serious Tax Professionals.
Every return carries responsibility. When scrutiny increases, your protection should increase with it.
DEFENSE GUARD CORE PLAN
DEFENSE GUARD Premium plan
DEFENSE GUARD CORE PLAN
$29.95 Per Return
Confidence. Clarity. Peace of Mind.
The Core Plan is designed for tax professionals who want steady legal access and structured compliance support without waiting for a crisis.
For $29.95 per return, you receive:
- IRS Preparer Notices & Correspondence Review
- One (1) Complimentary Attorney Consultation for a specific issue
$29.95 Per Return
Confidence. Clarity. Peace of Mind.
The Core Plan is designed for tax professionals who want steady legal access and structured compliance support without waiting for a crisis.
For $29.95 per return, you receive:
- IRS Preparer Notices & Correspondence Review
- One (1) Complimentary Attorney Consultation for a specific issue or IRS concern for you our your client.
- On-Demand Training Videos to strengthen compliance and reduce risk
- Full Access to the Due Diligence Training Hub to help you keep more of what you earn and reduce exposure to costly due diligence penalties
- Discounts on Live Trainings & Speaking Events
- Minimum 100 returns
Tax preparation carries responsibility. The Core Plan helps you operate with reassurance, knowing guidance and training are always within reach.
Because peace of mind isn’t optional, it’s part of professional protection.
DEFENSE GUARD PLUS plan
DEFENSE GUARD Premium plan
DEFENSE GUARD CORE PLAN
$59.95 Per Return
Expanded Protection. Greater Savings. Elevated Support.
The PLUS Plan is designed for tax professionals who want deeper legal access, meaningful cost protection, and expanded resources when issues escalate.
For $59.95 per return, your membership includes:
• 40% Off IRS Due Diligence Defense and EFIN Defense Representation
•
$59.95 Per Return
Expanded Protection. Greater Savings. Elevated Support.
The PLUS Plan is designed for tax professionals who want deeper legal access, meaningful cost protection, and expanded resources when issues escalate.
For $59.95 per return, your membership includes:
• 40% Off IRS Due Diligence Defense and EFIN Defense Representation
• 25% Off Civil Tax Litigation and Criminal Tax Defense Representation
• Three (3) Complimentary Attorney Consultations per Issue
• Access to the Legal Resource Library
• Additional compliance tools and educational resources
• Discounts on Live Trainings & Speaking Events
• Minimum 100 returns
For tax professionals covering 800+ tax returns, the PLUS Plan provides full coverage for criminal investigations or civil tax litigation, offering comprehensive legal protection when it matters most.
The PLUS Plan is built for professionals who want not only peace of mind , but powerful protection.
DEFENSE GUARD Premium plan
DEFENSE GUARD Premium plan
DEFENSE GUARD Premium plan
$99.95 Per Return
Comprehensive Protection. Maximum Confidence.
The Premium Plan is built for high-volume tax professionals and firm owners who want complete protection when compliance matters most.
For $99.95 per return, your membership includes:
• Full Coverage for IRS Due Diligence Defense or EFIN Defense
• 50% Discount on Civil Tax Litiga
$99.95 Per Return
Comprehensive Protection. Maximum Confidence.
The Premium Plan is built for high-volume tax professionals and firm owners who want complete protection when compliance matters most.
For $99.95 per return, your membership includes:
• Full Coverage for IRS Due Diligence Defense or EFIN Defense
• 50% Discount on Civil Tax Litigation and Criminal Tax Defense Representation
• Complimentary Attorney Consultation for a Specific Issue
• Access to the Legal Resource Library
• Advanced compliance trainings and educational resources
• Discounts on Live Trainings & Speaking Events
• Minimum 300 returns
For tax professionals covering 500+ tax returns, the Premium Plan provides full coverage for criminal investigations or civil tax litigation, delivering comprehensive legal protection when exposure is at its highest.
When your volume increases, so does your visibility. The Premium Plan ensures your protection increases with it.
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 TaxPro Shield, Your Protection Begins Immediately.
Membership provides structured legal support, compliance education, and financial safeguards designed specifically for tax professionals.
Regulatory & Compliance Defense Support
Qualifying members receive full regulatory and compliance defense support, including approved attorney fees paid for eligible due diligence and EFIN matters (subject to plan terms).
Because administrative issues should not threaten your livelihood.
Civil & Criminal Legal Defense Protection
When matters escalate beyond compliance, your protection continues.
- Plus Members: 25% discount on civil and criminal defense representation
- Premium Members: 50% discount on civil and criminal defense representation
- Eligible high-volume Plus and Premium members may qualify for 100% coverage based on designated return thresholds
Your protection is structured to grow with your practice.
Direct Attorney Access
Speak directly with experienced tax attorneys regarding emerging issues, IRS correspondence, audits, compliance concerns, or investigations.
Consultations are informational and designed to give you clarity before small issues become serious problems.
Legal Resource Library
Access attorney-drafted templates and tools created specifically for tax professionals, including:
- IRS response letters
- Compliance checklists
- Audit defense tools
- Regulatory guidance materials
Practical resources designed to strengthen your internal systems.
Monthly Compliance Newsletter
Stay informed on IRS enforcement trends, rule updates, audit activity, and real-world investigation scenarios impacting tax professionals.
Because awareness is protection.
Pre-Recorded Legal Trainings
On-demand, attorney-led training covering:
- Due diligence audits
- EFIN & PTIN compliance
- Criminal investigation red flags
- OPR investigations
Structured education to help reduce exposure and improve compliance confidence.
Member Discounts
Receive discounted access to live trainings, workshops, conferences, and speaking engagements conducted or hosted by TaxPro Shield and its principals.
Attorney Referral Network
Access a vetted national directory of trusted attorneys for state-specific or niche legal matters beyond the scope of membership coverage.
The TaxPro Shield Difference
Whether you are managing everyday compliance or preparing for increased scrutiny as your volume grows, TaxPro Shield is designed to provide clarity, protection, and peace of mind at every stage of your practice.
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