Membership
Unlock Exclusive Benefits with Our Membership
Our firm offers an exclusive membership that provides comprehensive IRS account tracking and tax mitigation services. By becoming a member, you'll gain access to a range of services designed to save you time, money, and stress.
Membership Benefits
Proactive IRS Audit & Exam Detection
Early detection allows timely mitigation of penalties and interest.
Lien and Levy Detection
Identify and address IRS liens and levies before they are issued.
Penalty Abatement Opportunities
We facilitate penalty abatement opportunities with a 3-year look back.
Refund and Offset Identification
Ensure you receive all refunds or offsets due to taxes owed.
Audit Risk Assessment
Receive an audit risk assessment for your current tax return.
Income Matching Verification
Prevent under-reporting penalties with annual income matching verification.
Payment Tracking
Keep track of IRS payments, including estimated payments and payroll tax deposits.
One Amended Return
Get one amended return per year, whether personal or business.
Comprehensive Tax Analysis Report
Receive a detailed tax analysis report annually.
Service Credits
Enjoy a 30% credit towards tax mitigation, advisory, planning, and QBO ProAdvisor services.
Our expert team monitors your IRS accounts for under-reported income, payroll tax deposits, estimated payments, refund opportunities, and missing returns. We also flag potential audits, liens, and levies, helping you avoid costly penalties and fees. Members often save thousands of dollars each year through our proactive services.