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

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:

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.

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