Our Membership Plans. Legal Protection for Tax Professional

Compliance Defense – $29.95 per return

• Full regulatory and compliance defense support
• Approved attorney fees paid for qualifying compliance matters
• Access to member resources and educational benefits
• No criminal or civil defense fee discount

Best for Tax professionals seeking strong compliance protection and ongoing education at the administrative level. (Due Diligence Defense or ERO Visit or Defense)

Core Plan + 25%  Criminal Defense Fee Discount – $59.95 per return

• All Defense Guard compliance defense benefits
• 25% discount on criminal and civil tax defense attorney fees if representation becomes necessary
• Access to member resources and educational benefits
• Tax professionals who pay for coverage on 800+ tax returns are fully covered for criminal  investigations or civil tax litigation.

Best for growing firms seeking compliance protection plus reduced financial exposure if a matter escalates to criminal (Criminal Investigation or Trial) or litigation (Due Diligence Litigation or PTIN Injunction).

Core Plan + 50% Criminal Defense Fee Discount – $99.95 per return

• All Defense Guard and Defense Guard Plus benefits
• 50% discount on criminal and civil tax defense attorney fees if representation becomes necessary
• Access to member resources and educational benefits
• Tax professionals who pay for coverage on 500+ tax returns are fully covered for criminal  investigations or civil tax litigation.

Best for high-volume tax professionals, EROs, and service bureaus seeking maximum protection, education, and cost certainty if a matter escalates to criminal (Criminal Investigation or Trial) or litigation (Due Diligence Litigation or PTIN Injunction).