Premium Plan – Maximum Legal Protection for Tax Professional

After 12 consecutive months of membership, you’ll receive:

• $10,000 in legal coverage for IRS and state minor regulatory issues (e.g., due diligence audits, EFIN compliance matters, OPR inquiries)
• $20,000 in legal coverage for IRS and state major regulatory (e.g. criminal investigations and defense)

• 25% off regulatory or criminal tax legal services from The Walton Firm
• Discounts apply even before your loyalty coverage kicks in
   

• Complimentary attorney consultation to discuss your case. 
• Booked through your client portal.
• Monthly access to tax attorneys. 

Need local help or specialized legal expertise? We connect you to vetted attorneys within our trusted network.  Including 25% discount for the legal services. 

• Member is entitled to up to five (5) individual or business tax return reviews per Membership Year. Each review includes a tax attorney or designated tax professional examining the return for compliance, accuracy, and potential audit risk.

Every month, join an exclusive members-only Zoom session where you can:

• Get answers to your most pressing tax compliance and defense questions
   
• Learn about real cases attorneys are handling — so you can avoid the same mistakes
   
• Stay ahead of IRS, DOJ, OPR, and EFIN/ERO enforcement trends

• Stay ahead of IRS changes and avoid costly mistakes
• Real case studies, compliance tips, and red-flag alerts
  

On-demand access to templates, contracts, checklists, and guides covering:

• Due diligence requirements 
• EFIN/ERO compliance 
• OPR Regulations
• Preparer 's Penalties
• Criminal investigation response strategies

• Learn best practices from a criminal tax attorney 
• Topics include:
• IRS audit response 
• Avoiding due diligence penalties 
• Data security for tax offices