This monthly package includes the monitoring of your IRS account to identify any missing filings, notices, balances due, etc. Our team monitors your account throughout the month and will provide you with a monthly summary on any changes and updates.
We require a signed authorization in order to provide this service.
This service is governed by our Engagement Letter for Tax Shield. A signed engagement letter must be submitted prior to the service being provided.
Tax Shield
The monthly membership comes with monitoring of an IRS account for one individual or one business identified by one taxpayer identification number (social security number, employer identification number, etc). If the taxpayer is married we will include one spouse identified by one taxpayer identification number in the service in addition to the main taxpayer.
Upon purchase a release form will be sent to your account for you to fill out. This release form is required for us to provide the service. Failure to fill out the release form and the engagement letter is not grounds for a refund.
Each membership comes with one monthly report on changes and statuses on your transcripts. We will monitor your account for the last 6 years unless otherwise discussed. Some transcripts are unavailable from the IRS for the full 6 years and will only be pulled for the years available.
This membership does not include addressing any issues on your account, only the monitoring and notification of issues.
This is a nonrefundable membership. Failure to use the service does not void the membership and does not entitle the member to a refund.