Frequently Asked Questions

No.  Membership benefits under this Agreement shall begin on the earlier of:

(a) the date the Member transmits the first tax return after enrollment for which a per-return membership fee applies; or
(b) the date the first per-return membership fee is successfully deducted or remitted to TaxPro Shield.

2. Membership benefits apply prospectively only and do not apply retroactively to matters, notices, audits, or investigations initiated prior to the Benefit Start Date.

A: Yes! There are no cancellation penalties.  

The Member may cancel membership at any time by:

1. Submitting a cancellation request through the membership portal, or
2. Contacting TaxPro Shield directly via our 800-TAX-PROS. 

A: A vetted network of tax attorneys from  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: Defense Guard – $29.95 per return

The Defense Guard plan provides full regulatory and compliance defense support for tax professionals.

Included Services:

• Legal defense support for IRS due diligence audits
• IRS preparer notices and correspondence
• ERO / EFIN monitoring letters, reviews, and site visits
• Administrative-level OPR inquiries
• Attorney review, legal strategy, and written responses
• Payment of approved attorney fees for regulatory and compliance matters, subject to approval
• Member Resources and Educational Benefits
  • Complimentary Member Resources & Educational Benefits

As part of active membership, TaxPro Shield may provide Members with access to certain complimentary educational and informational resources, which are intended to support professional awareness, compliance education, and general legal preparedness.

These resources do not constitute legal representation, do not replace the requirement for a separate law firm engagement, and may be modified or discontinued at any time.

Included Member Resources May Include:

1.  Complimentary Attorney Consultations
Members may be eligible for limited complimentary attorney consultations with TaxPro Shield’s designated law firm or affiliated attorneys, subject to availability and scheduling.

o  Consultations are informational in nature only

o  No attorney-client relationship is formed unless a separate written engagement agreement is executed

o  Consultations do not include document drafting, court appearances, or representation

2.  Legal Resource Library Access
Members may receive access to a digital legal resource library, which may include:

o  General compliance guides

o  Educational articles

o  IRS and regulatory updates

o  Sample checklists and informational materials

All materials are provided for educational purposes only and should not be construed as legal advice.

3.  Pre-Recorded Training Videos & Discounts to Trainings
Members may receive access to pre-recorded training videos, webinars, or on-demand educational content covering topics such as:

o  IRS compliance requirements

o  Due diligence obligations

o  ERO and EFIN responsibilities

o  Risk management and audit preparedness

In addition, Members may be eligible for discounted registration to:

·  Live trainings

·  Workshops

·  Conferences

·  Speaking engagements

·  Educational programs or events conducted or hosted by TaxPro Shield or its principals

Discount availability, amounts, and eligibility may vary by event and are subject to separate terms.

Exclusions:

• Criminal investigations or criminal prosecutions
• Court litigation or trial representation
• Taxpayer representation

A: Defense Guard Benefits + 25% Civil and Criminal Defense Fee Discount – $59.95 per return

The Defense Guard Plus plan includes all Defense Guard benefits and adds limited criminal defense fee relief if a tax professional becomes the subject of a criminal tax matter.

Included Services:

• All Defense Guard compliance defense benefits
• Full regulatory and compliance defense through engaged counsel
• Twenty-five percent (25%) discount on civil and criminal tax defense attorney fees.
• Tax professionals who pay for coverage on 800+ tax returns are fully covered for criminal  investigations or civil tax litigation.

Criminal Defense Terms:

• A separate criminal defense engagement agreement is required
• The discount applies only to attorney fees, not costs, fines, penalties, restitution, or third-party expenses
• Twenty-five percent (25%) discount on civil and criminal tax defense attorney fees are subject to approval

A: Defense Guard Benefits + 50% Civil and Criminal Defense Fee Discount – $99.95 per return

The Defense Guard Premium plan provides the highest level of protection available under TaxPro Shield.

Included Services:

• All Defense Guard and Defense Guard Plus benefits
• Full regulatory and compliance defense through engaged counsel
• Fifty percent (50%) discount on criminal and civil tax defense attorney fees.
• Tax professionals who pay for coverage on 500+ tax returns are fully covered for criminal  investigations or civil tax litigation.

Criminal Defense Terms:

• A separate criminal defense engagement agreement is required
• The discount applies only to attorney fees, not costs, fines, penalties, restitution, or third-party expenses
• Fifty percent (50%) discount on criminal and civil tax defense attorney fees are subject to approval.

A:  No, at this time, legal services are provided through The Walton Firm, only. 

A: Membership benefits under this Agreement shall begin on the earlier of:

(a) the date the Member transmits the first tax return after enrollment for which a per-return membership fee applies; or
(b) the date the first per-return membership fee is successfully deducted or remitted to TaxPro Shield.

2. Membership benefits apply prospectively only and do not apply retroactively to matters, notices, audits, or investigations initiated prior to the Benefit Start Date.

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

A: All TaxPro Shield membership plans are offered on an annual term basis.  Upon expiration of a membership term, renewal is subject to the then-current plan offerings, pricing, and terms. TaxPro Shield reserves the right to discontinue legacy plans and require selection of a current plan at renewal.

A: Yes. 

A: Yes. Cases that began before your membership, matters unrelated to your tax practice, and incidents involving your tax clients or other legal services not included in this plan.  

A: Log into your member portal and submit a claim form. Our team will review the submission and assign a lega; team from The Walton Firm 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.

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