Which services are included at each membership level
What are Monitoring services?
What are Consult services?
What are Fix services?
What are Audit services?
What are Appeal services?
Which membership is right for you?
The two most popular membership levels are Proactive and Full
The popular Proactive membership level is perfect for the individual or business that just wants the monitoring service (monthly IRS status report and early warning.) This membership level is appropriate for persons with simple tax situations, usually with tax returns of less than five pages.
The Advisory membership level includes consultations with a tax professional and fixes most problems except audit. This is a good level for those who have a low audit risk but have occasional collections issues with the IRS or regularly pay estimated taxes.
The Represent membership level is an affordable alternative to those who want audit representation but are willing to accept the risk of extra audit expenses in exchange for a lower monthly charge.
The popular Full membership level is the best choice for the individual or business with a higher audit risk who wants to protect themselves from potentially enormous accounting and legal expenses. Individuals with higher risk include:
- Active investors in stocks or digital assets
- Those with flourishing sole proprietorships or S-corps
- Owners of multiple rental properties
- Persons having complex tax situations