We partner with you to ensure you financial health is secure, monitoring your credit, identity, and IRS data and alerting you of potential fraud. Identity theft occurs when a criminal unlawfully uses your personally Identifiable information for their own financial gain. We closely observe your status, so you can breathe easy.
As a TaxSafe Plus member, you will receive the following benefits:
TaxSafe™ Plus
$2299 per month
$24999 per year
Save $26 = over a month FREE
- 24/7 ID Theft Alerts
- 1 Bureau Credit Monitoring & Reports
-
Free Basic Tax Prep (up to $200) - Regular IRS Account Updates
- IRS Account Monitoring & Red Flag Alert
Your Essential Protection Services Package
Taxes
- IRS Account Monitoring: Ensure you remain in good standing and proactive alerts of any changes
- IRS Transcripts Review: Indication of any changes to your tax balances, filing compliance, or resolution status
- IRS Account Update: Emails to help you stay informed about your IRS balances, tax compliance, and resolution status
- IRS news updates: Newsletters and notifications of important filing dates
- IRS Account Alerts: When IRS information indicates a change to your account that can harm your resolution or account status
- Access to Tax Professional: Use 1-833-TaxSafe Hotline for questions or to review IRS and State notices
- The TaxSafe Team will keep an IRS form 2848 Power of Attorney authorization on file to help manage your IRS letters or transcripts
- Free IRS Identity Theft remediation: Help completing IRS or State forms if someone has fraudulently completed a tax return using your personal information
- Free Audit Review: If your account is flagged with an exam or audit
- Free Basic Individual Federal Tax Preparation: Up to $200 value, credit will be given toward total tax preparation fee*
Credit
- Credit reports: Keep tabs with 1 Bureau (TransUnion) Credit Report, semi-annually, including your updated credit score, to ensure information and financial accounts are reported accurately and catch fraud immediately
- Credit Monitoring: Continuous 24/7 monitoring of 1 Bureau (TransUnion) for changes to your personal information, which can signal ID theft****
- Credit Monitoring Alerts 24/7: Credit scan for suspicious activity, credit inquiries, or other data changes. Get alerts via, text, email
- Credit Scores: Manage your credit reputation from 1 Bureau (TransUnion), semi-annually, which affects interest rates and loan qualification
- Credit Lock: Freeze your account with the credit bureau to deny new account opening attempts
- Score Tracker Monthly: get alerts if your monitored data or credit score has a significant change
ID Theft
- Change of Address Monitoring: Scans for unwarranted address changes, which can be an indication of ID theft
- Social Security Number Action Alerts 24/7: Real-time alerts if you or someone else attempts to access valuable financial, medical, or retail information in your name, via text, email or secure website
- Data Sweep for Personal Identifiable Information: Early-warning ID theft system that scans the internet, dark web, financial, healthcare and public record sources
- Data Breach Alerts: Know if your sensitive personal information has been compromised from a data breach
- ID Risk Score: Scans your data and provides a one-time analysis of identity fraud risk, with alerts if your score increases more than 10%
- Recovery Butler: White glove service with Personal ID recovery specialist to help with restoration process
- ID Theft policy: Backed by a $1,000,000 policy with $0 deductible if your identity is stolen, covering legal defense fees, lost wages, and unauthorized ATM/EFT deductions
* Free Basic Individual Federal Tax Preparation is for form 1040 only. If additional forms are required by Federal tax law, to reduce liability or a gain a larger refund, a $200 credit will be applied toward the total tax preparation fee. Credit is non-refundable and has no cash value.
****Credit monitoring and Credit scores require additional verification steps to be completed before these services will be available.
