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TaxSafe logo

TaxSafeTM 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
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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.

877-983-4151

*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.