Terms of Service

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                                                                                                                  TAXPRO SHIELD, INC. MEMBERSHIP AGREEMENT

This Membership Agreement (“Agreement”) is entered into by and between TaxPro Shield, Inc., a Georgia corporation (“TaxPro Shield,” “we,” “us,” or “our”), and the individual tax professional (“Member,” “you,” or “your”) enrolling in the prepaid legal tax regulatory defense plan, effective as of the date of acceptance of membership and first payment.

1. Membership Eligibility

Membership is open to tax professionals holding a valid Preparer Tax Identification Number (PTIN) or Centralized Authorization Filing Number (CAF), including but not limited to enrolled agents, CPAs, accountants, tax preparers, and tax attorneys.

2. Membership Fee

• Monthly Fee: $99.00, due monthly or $990  annually billed via automatic payments. 
• Membership continues on a month-to-month basis unless cancelled in accordance with Section 9 below.

3. Coverage and Services

a. Standard Tax Regulatory Defense Services

Includes tax regulatory legal representation and defense for:

• EFIN compliance and defense issues
• OPM and Circular 230 compliance
• Due diligence audits and appeals
  Coverage Limit: Up to $10,000 per qualifying incident

b. Major Regulatory/Criminal Defense Services

Includes tax regulatory legal representation in:

• Criminal Investigations
• Criminal Prosecution
• Major regulatory enforcement actions
  Coverage Limit: Up to $50,000 per qualifying incident

c. Annual Maximum Benefit

Each Member’s total benefit shall not exceed $50,000 per calendar year.

4. Discount Provisions

If a Member is ineligible for full defense benefits at the time of a legal tax regulatory issue:

• 25% Discount on services if membership is active but waiting period has not been met.
• 50% Discount if Member has maintained membership for at least six (6) consecutive months but has not yet met full eligibility criteria.

5. Waiting Period

• A 12-month waiting period applies before a Member becomes eligible for full defense benefits,  whether member pays monthly or annually.  
• The waiting period helps ensure equitable use of plan resources and mitigates adverse selection.
• Membership must be continuous and without lapse. If a Member cancels, allows their membership to lapse due to non-payment, or has any interruption in service, the waiting period will reset, and all time accrued toward benefit eligibility will be forfeited. A new 12-month waiting period will begin upon reinstatement.

6. Exclusions

Membership does not cover:

• Legal matters  that began prior to membership.
• Legal matters after membership has been cancelled or gaps in membership. 
• Claims  exceeding the incident or annual caps.
• Personal criminal or civil legal issues unrelated to tax practice. 
• Civil legal matters that are related to your tax practice. (Ex. If a client or another      preparer sues you)
• Your Client’s tax matters.

7. Claims Process

• Members must submit claims through the TaxPro Shield online portal.
• Claims will be evaluated to determine eligibility, coverage, and service assignment.
• Legal representation may be assigned through TaxPro Shield’s affiliated legal network, including The Walton Firm, LLC.

8. Changes to Services

TaxPro Shield may amend this Agreement and modify benefits, eligibility criteria, or pricing with at least 30 days’ written notice to Members.

9. Cancellation Policy

• By Member: You may cancel your membership at any time with 30 days’ notice via email at billing@taxproshieldinc.come or member portal.
• By TaxPro Shield: We may cancel membership for non-payment, fraud, or misuse of services with written notice.

10. Refunds

Membership fees are non-refundable, including fees paid for the current billing cycle, whether monthly or annual. If you cancel your membership, you will retain access to services through the remainder of your current paid term. No partial refunds or prorated credits will be issued.

11. Renewals

· Monthly Memberships automatically renew each month unless cancelled by the Member.

· Annual Memberships automatically renew on the anniversary date. Members will receive a reminder email at least 30 days before renewal with the option to cancel before the renewal date.

· Members are responsible for maintaining accurate payment and contact information.

12. Limitation of Liability

TaxPro Shield’s liability is strictly limited to the coverage caps defined herein. We do not guarantee outcomes of any legal matter and are not liable for damages beyond the benefits expressly provided in this Agreement.

13. Arbitration

Any dispute or claim arising out of or relating to this Agreement, including but not limited to the interpretation or breach thereof, shall be resolved exclusively by final and binding arbitration administered by the American Arbitration Association (AAA) in accordance with its Commercial Arbitration Rules. The arbitration shall take place in Georgia. Judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof. You waive the right to participate in a class action or class arbitration.

14. Governing Law

This Agreement shall be governed by and construed under the laws of the State of Georgia.

15. Entire Agreement

This Agreement, together with your online enrollment and any attachments or disclosures, constitutes the entire understanding between the parties and supersedes any prior agreements or representations.

TAXPRO SHIELD, INC.