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!
Standard
Our TaxSafe Standard option offers extended tax and credit monitoring, providing you peace of mind moving forward.
IRS Protection
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Tax Authorization (POA) on file
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IRS notice assistance
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IRS balance monitoring
Tax Services
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No tax resolution fees due to life event*
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Discounted tax preparation fees**
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Dedicated tax specialist
Credit Protection
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Free credit consultation
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Live credit monitoring with TransUnion
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Access to monthly TransUnion report
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$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.