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!
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.
Our TaxSafe Standard option offers extended tax and credit monitoring, providing you peace of mind moving forward.
Our TaxSafe Pro option is ideal for those who are self-employed. Free tax prep (W-2 & 1099), credit monitoring, & more!
*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.