Your Tax Shield membership includes tools, guidance, education, and indicators

Here’s what you get:

🧐 Initial Risk Review

About 30 days after signing up, we’ll schedule your Risk Review.

📱Monthly Updates on Your IRS Account

  • You'll receive your IRS Monthly Status Report to keep you informed about critical items, so there are no surprises from the IRS that put your gains at risk.
  • Key indicators include tax filing compliance, outstanding balances owed, IRS audit activity, potential refunds, and underreported income notifications.
  • View a sample IRS Monthly Status Report.

💬 Ongoing support throughout the year

  • Receiving a letter from the IRS can be terrifying, but not to us. Give us a call and we’ll interpret it for you, and if needed, we’ll call up the IRS to sort out what the problem is.
  • Have an issue you need to resolve? Haven't filed? Unpaid taxes? Need some additional time to pay? We’ll meet with you, discuss the options available, and develop a strategy to address whatever the issue is.
  • Having problems paying off your IRS debts? We understand the many options available and can help determine which one is right for you.

🚨Weekly Audit Alerts

  • Keep your focus on the charts while our leading IRS audit indicator monitors your IRS account. 
  • It 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 your self- or 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.

📂 FBAR Filing

  • Under the Bank Secrecy Act, you are required to report specific foreign financial accounts, such as bank, brokerage, or mutual fund accounts, to the Treasury Department annually. This is done by filing a Report of Foreign Bank and Financial Accounts (FBAR) using FinCEN Form 114.
  • Not sure if you need to file? We can help you determine your filing requirements and ensure you stay compliant.

📚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. 

🩺Annual Check-up

  • We’ll schedule a comprehensive annual review to discuss any updates to your financial situation and address any important changes you anticipate in the upcoming year.
  • This is the perfect opportunity to evaluate your past tax filings and ensure your compliance status is in good shape for the year ahead. 
  • At Crypto Tax Audit, we believe in the value of Tax Shield, which is why we offer a 90-day money-back guarantee. If you’re not completely satisfied with the results within the first three months, simply reach out to us for a full refund.

  • Your satisfaction is our priority, and we want you to feel confident in your investment. With our expert guidance and resources designed to protect your financial well-being, you can navigate the complexities of cryptocurrency taxation with peace of mind.

  • You can choose to continue your coverage after one year, convert to a pay monthly option, or select a different membership level based on your current situation. The choice is up to you.

  • Access to a team of professionals who can educate and guide you

    Understanding the tax implications of your trading strategy may be your greatest opportunity to manage your risk and protect your capital.

    The IRS is tightening its grip, especially on crypto investors. Simply filing your taxes isn’t enough.

  • We developed Tax Shield specifically to meet the unique needs of the crypto community. As cryptocurrency trading becomes more prevalent, so does the complexity of managing tax obligations associated with it. 

  • Tax Shield was created to empower crypto investors by providing guidance, tools, education, and resources that address their specific challenges in navigating the tax requirements. With us, you’re always a step ahead.

    Whether you use a CPA, online software, or another service to file your crypto taxes, Tax Shield is the indispensable tool you need to protect your financial well-being. 

Tax Shield: Protecting Your Wealth, One Tax Return at a Time