Find a Plan
Choose a plan and enroll in minutes.
- Core: $29.95 per return prepared and funded
- Plus: $59.95 per return prepared and funded
- Premium: $99.95 per return prepared and funded
Your TaxPro Shield membership benefits begin as soon as your participation starts, whichever happens first:
- When you transmit your first tax return after enrolling that qualifies for a per-return membership fee, or
- When your first per-return membership fee is successfully processed and sent to TaxPro Shield
You’ll receive portal access and a welcome email with next steps.
Activate Your Day‑One Benefits
From day one, you get:
- Compliance Defense
- Complimentary attorney consultation for regulatory legal issues.
- Legal Resource Library – templates, IRS response letters, compliance checklists, audit defense tools
- Monthly Compliance Newsletter – enforcement trends and rule changes
- Pre‑Recorded Legal Trainings – due diligence, EFIN/PTIN compliance, criminal red flags, OPR investigations
- Attorney Referral List – vetted national directory for niche or state‑specific legal matters
- Criminal or Civil Defense (Plus or Premium)
When an Issue Arises
Call us first or submit a claim in your portal. We’ll assess your issue and guide you through next steps.
Our provider firm defend tax professionals in:
- IRS Due Diligence Audits (including examinations and appeals)
- EFIN/ERO compliance issues (including site visits and suspensions)
- OPR inquiries and investigations
- Preparer penalty defense
- Criminal tax investigations and defense
Response time: Immediate acknowledgment and a triage update within 3 business day (sooner for urgent matters).
File a claim
- Log in to the portal and click File a Claim
- Select the matter type (Audit, EFIN/ERO, OPR, Penalty, Criminal)
- Upload supporting documents
- Choose a contact window for your triage call
- Receive confirmation and your assigned legal team
Urgent cases (7‑day deadlines or less) should use the hotline (888-TAX-PROS)
consult with your attorney
1) Get a complimentaty consultation and recieve legal guidance, if the information has not been given to TaxPro Shield.
2) Submit Your Information
- To make the most of your time, upload any relevant documents before your scheduled consultation.
3) Meet with Your Attorney
- Consultations are held via Zoom or phone at your scheduled time.
4) Sign your legal agreement between you and the law firm.
Peace of Mind
TaxPro Shield is designed to support tax professionals by helping them stay prepared, informed, and supported when compliance or legal issues arise. Through our membership program, you gain access to structured legal support, educational resources, and experienced tax defense counsel, so you are not navigating complex issues alone.
Let engaged counsel handle the legal process, while you stay focused on serving clients and running your tax practice with confidence.
Goodbye costly retainers. Hello affordable, year-round legal protection for your tax business.
HAVE MORE QUESTIONS
What is includd in my plan? What legal issues do you cover? What;s your canellation policy? FAQ for the answers to these questions and many more.