Find a Plan
Choose a plan and enroll in minutes.
- Core: $99/month
- Premium: $299/month (includes live monthly “Ask the Attorney,” replay access, and 5 return reviews per year)
You’ll receive portal access and a welcome email with next steps.
Activate Your Day‑One Benefits
From day one, you get:
- 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
Premium‑only extras:
- Live Monthly “Ask the Attorney” Group Sessions
- Replay Access in the member portal
- 5 Tax Returns Reviewed/Audited Per Year
All members receive 25% off regulatory legal defense if they have not yet reached 12 months of membership.
After 12 months:
- Up to $10,000 for minor regulatory defense( depends on the plan you selected)
- Up to $20,000 for major regulatory defense (depends on the plan you selected)
When an Issue Arises
Call us first or submit a claim in the 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.
consult with your attorney
1) Get a complimentaty consultation and recieve legal guidance
- Core & Premium Members: Compliemntary attorney consultation to discuss your case.
- Premium Members: Priority scheduling available
- Book your consultation through the Member Portal.
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.
Peace of Mind
We’re by your side to make sure you’re protected and prepared. Let us handle the law — so you can focus on 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.