Frequently Asked Questions

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Yes. Full benefits apply after 12 months. Discounts apply earlier.

A: Yes! There are no cancellation penalties.

A: A vetted network of tax attorneys including The Walton Firm.

A: Membership is open to all tax professionals, including Enrolled Agents, CPAs, accountants, and registered tax return preparers with a valid PTIN.

A: This includes defense for EFIN compliance issues, OPM audits, Circular 230 violations, and due diligence-related actions, up to $10,000 per incident.

A: These are serious matters such as IRS or state criminal investigations or allegations of fraud. Coverage is up to $50,000 per incident.

A: Legal services are provided through our affiliated network of attorneys. If you prefer to use your own attorney, we may reimburse up to the coverage cap, subject to approval

A: You’re eligible for full defense benefits after 12 months of continuous membership. However, discounted legal services (25–50%) are available during the waiting period.

A: No. There are no deductibles or co-pays. We cover up to the plan limits for qualifying incidents

A: You may cancel anytime. However, if you cancel and rejoin, your waiting period will reset unless otherwise specified

A: Yes. Standard defense includes representation in matters involving OPR disciplinary actions.

A: Yes. Cases that began before your membership, matters unrelated to your tax practice, and incidents involving your tax clients. 

A: Log into your member portal and complete a claim form. Our team will review the submission and assign a legal team if it qualifies under your plan.

A: No — TaxPro Shield does not replace your E&O insurance. It complements it. 

Think of it like this:
E&O protects you from your clients.
TaxPro Shield protects you from the government.

A: The membership fee is per individual PTIN — not per company.

Each TaxPro Shield membership is tied to a single, registered Preparer Tax Identification Number (PTIN). This means that if your company has multiple preparers or staff who each hold their own PTIN, each PTIN holder must have their own membership to receive individual legal protection.

Why? Because:

• IRS actions are brought against individuals, not firms.
   
• Due diligence penalties, EFIN issues, and criminal investigations are tied to the person preparing the returns.
   
• Legal defense benefits (up to $50,000 annually) are specific to the enrolled PTIN holder.
   

If you’re a business owner, you can cover multiple team members by purchasing separate memberships for each PTIN holder on your staff.