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Tax Protection Plans | 365 Tax Shield

Select from Monthly Packages or Enroll Today for a One-Time Fee

  • Lite Protection Plan

    79$
     
    Valid for 12 months
    • • Review of one IRS or state notice (non-audit)
    • • Plain-English explanation of the notice
    • • Guidance on next steps
    • • One IRS transcript pull (upon request)

  • Silver Protection Plan​ - Individuals

    149$
     
    Valid for 6 months
    • IRS transcript monitoring (covered tax year)
    • Quarterly account updates
    • Review & response to IRS/state notices (non-audit)
    • Transcript copies upon request
    • Discount on tax resolution services if needed

  • Silver Protection Plan​ - Businesses

    349$
     
    Valid for 6 months
    • IRS transcript monitoring (covered tax year)
    • Quarterly account updates
    • Review & response to IRS/state notices (non-audit)
    • Transcript copies upon request
    • Discount on tax resolution services if needed

  • Gold Protection Plan​ - Individuals

    499$
     
    Valid for 6 months
    • Includes Everything in Silver, Plus:
    • • Monthly monitoring
    • • Priority support
    • • Annual compliance review
    • • Annual strategy session
    • • Included tax resolution hours

  • Gold Protection Plan​ - Businesses

    699$
     
    Valid for 6 months
    • Includes Everything in Silver, Plus:
    • • Monthly monitoring
    • • Priority support
    • • Annual compliance review
    • • Annual strategy session
    • • Included tax resolution hours

  • 365 Tax Shield

    4,995$
     
    Valid for 12 months
    • What’s Included:
    • • Quarterly Tax Planning Check-ins
    • • End of Year Bookkeeping Clean up
    • • IAN Transcript Monitoring + Monthly Written Updates
    • • IRS Correspondence Review & Response
    • • Annual Tax Review + Next Year Projections
    • • Priority Access + 3 Bonus Calls  

  • SilverProPlan​ for Individuals (Monthly)

    15$
    Every month
    Valid for 6 months
    • • IRS transcript monitoring (covered tax year)
    • • Quarterly account updates
    • • Review & response to IRS/state notices (non-audit)
    • • Transcript copies upon request
    • • Discount on tax resolution services if needed

  • SilverProPlan​ for Businesses (Monthly)

    35$
    Every month
    Valid for 6 months
    • • IRS transcript monitoring (covered tax year)
    • • Quarterly account updates
    • • Review & response to IRS/state notices (non-audit)
    • • Transcript copies upon request
    • • Discount on tax resolution services if needed

  • GoldProPlan​ for Individuals (Monthly)

    49$
    Every month
    Valid for 6 months
    • Includes Everything in Silver, Plus:
    • • Monthly monitoring
    • • Priority support
    • • Annual compliance review
    • • Annual strategy session
    • • Included tax resolution hours

  • GoldProPlan​ for Businesses (Monthly)

    69$
    Every month
    Valid for 6 months
    • Includes Everything in Silver, Plus:
    • • Monthly monitoring
    • • Priority support
    • • Annual compliance review
    • • Annual strategy session
    • • Included tax resolution hours

  • 365 Tax Shield (Monthly)

    495$
    Every month
    Valid for 12 months
    • What’s Included:
    • • Quarterly Tax Planning Check-ins
    • • End of Year Bookkeeping Clean up
    • • IAN Transcript Monitoring + Monthly Written Updates
    • • IRS Correspondence Review & Response
    • • Annual Tax Review + Next Year Projections
    • • Priority Access + 3 Bonus Calls  

Disclaimer: Subscription plans automatically renew based on the selected billing cycle unless canceled according to plan terms. Monthly Protection Plans require a 6-month minimum commitment. The 365 Tax Shield is a 12-month agreement and will renew only if selected at the end of the term. Clients are responsible for managing or canceling their subscription within their account settings or by contacting LBH Services.

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