TaxSafe^TM is The “Missing Peace” to Your Financial Well-Being.

With TaxSafe, you’re protected for up to 24 months after your tax case is completed. It’s like an insurance policy for your tax resolution!

$27

99

/mo

Basic

Our TaxSafe Basic option is perfect for those who don’t need help with tax filings but want a trusted partner to reach out to for questions.

IRS Protection

• Tax Authorization (POA) on file
• IRS notice assistance
• IRS balance monitoring

Tax Services

• Discounted tax preparation fees**
• Discounted tax resolution fees**

Credit Protection

• Free credit consultation

$49

99

/mo

Standard

Our TaxSafe Standard option offers extended tax and credit monitoring, providing you peace of mind moving forward.

IRS Protection

• Tax Authorization (POA) on file
• IRS notice assistance
• IRS balance monitoring

Tax Services

• No tax resolution fees due to life event*
• Discounted tax preparation fees**
• Dedicated tax specialist

Credit Protection

• Free credit consultation
• Live credit monitoring with TransUnion
• Access to monthly TransUnion report
• $1M ID theft insurance policy

Ask about how you can save up to $800 off our most popular plan!

$128

99

/mo

Pro

Our TaxSafe Pro option is ideal for those who are self-employed. Free tax prep (W-2 & 1099), credit monitoring, & more!

IRS Protection

• Tax Authorization (POA) on file
• IRS notice assistance
• IRS balance monitoring

Tax Services

• No tax resolution fees due to life event*
• Free tax prep (W-2 & 1099)***
• Discounted P&L preparation
• Discounted fees for other tax returns**
• Quarterly estimated payment alerts
• Dedicated tax specialist

Credit Protection

• Free credit consultation
• Free ID theft monitoring
• Free credit monitoring (Big 3)
• Free monthly credit reports
• $1M ID theft insurance policy

Contact our Gold Star Client Care Department to enroll or learn more about our TaxSafe services.

*Life events include loss of job, divorce, or death of an immediate family member. Members will receive discounted resolution services based on plan participation if no life event occurs.
**Discounted tax preparation and resolution fees are based on plan participation and will vary by client.
***One free return annually while enrolled in the Pro plan. Additional returns may be completed for an extra fee.
Disclaimer: Participants must remain up to date with all tax compliance requirements. Failure to do so may result in additional fees.