It’s never been easier to protect your tax business
Loyalty Legal Coverage
complimentary attorney consultations
Loyalty Legal Coverage
After 12 consecutive months of membership, you’ll receive:
- $5,000 in legal coverage for IRS and state minor regulatory issues (e.g., due diligence audits, EFIN compliance matters, OPR inquiries)
- $10,000 in legal coverage for IRS and state major regulatory (e.g. criminal investigations and defense)
Member-Only Discounts
complimentary attorney consultations
Loyalty Legal Coverage
- 25% off regulatory or criminal tax legal services from The Walton Firm
- Discounts apply even before your loyalty coverage kicks in
complimentary attorney consultations
complimentary attorney consultations
complimentary attorney consultations
- Complimentary attorney consultation to discuss your case.
- Booked through your client portal.
LEGAL RESOURCE LIBRARY
Monthly Compliance Newsletter
complimentary attorney consultations
On-demand access to templates, contracts, checklists, and guides covering:
- Due diligence requirements
- EFIN/ERO compliance
- OPR Regulations
- Preparer 's Penalties
- Criminal investigation response strategies
Pre-Recorded Training Videos
Monthly Compliance Newsletter
Monthly Compliance Newsletter
- Learn best practices from a criminal tax attorney
- Topics include:
- IRS audit response
- Avoiding due diligence penalties
- Data security for tax offices
- and much more
Monthly Compliance Newsletter
Monthly Compliance Newsletter
Monthly Compliance Newsletter
- Stay ahead of IRS changes and avoid costly mistakes
- Real case studies, compliance tips, and red-flag alerts