• No-Hassle Money Back Guarantee
You have 90 calendar days to experience Tax Shield. During this period, you can cancel at any time with no strings attached.
Your Monitoring Benefits
Monthly Updates on Your IRS Account:
Receive key monthly indicators to keep you informed about any important changes or IRS activity, so there are no surprises from the IRS that put your gains at risk.
Key indicators include tax filing compliance, balances owed, IRS audit activity, and underreporting notifications.
Initial Risk Review:
We'll meet with you about 30 days after signing up and determine what steps are necessary to address any past filing issues or balances and review any IRS audit flags or activities that you need to know about.
Weekly Audit Alerts:
Our weekly monitoring identifies any potential problems and looks for pre-audit alerts.
We will work with you to determine the next steps to resolve the issues and avoid a potential audit.
Professional Return Review:
Filing yourself or using online software? Get a detailed review of yourself or a software-prepared tax return by our team of experts. For just $150, we review your tax return prior to filing, to ensure accuracy and compliance, thus allowing you to avoid many common mistakes that can lead to unwanted IRS scrutiny and audits.
Crypto Tax Course & Strategies:
Educate yourself with our comprehensive crypto-focus tax course, designed to help you understand the essentials of good tax filing and strategies to avoid common mistakes that can lead to an audit. Filing a complete and accurate tax return is the best first step in preventing an unwanted IRS notice or audit.
Annual IRS Wage & Income Transcripts:
Leverage your annual IRS Wage & Income transcripts to verify that you have reported all of the information provided to the IRS regarding your current year's tax filing. This allows you to fix any errors or omissions before they catch the eye of the IRS & manage your risk, potentially avoiding an IRS audit.
Ongoing support throughout the year:
Access to a team of experts to assist you with any IRS Notices received throughout the year and be alerted to any important IRS changes that you need to know about.
The Onboarding Process
Once your checkout is complete, you’ll be asked to:
- Verify your identity with a valid ID
- Complete the IRS 2848 authorization allowing CryptoTaxAudit to represent you
- Validate your social security number with a copy of your Social Security card, a pay stub, a W-2 form, or a tax document
To receive a refund, you must cancel your membership and contact us within 90 days of the date of purchase. Details of this membership plan are explained in detail in the Membership Terms & Conditions.