Our Services
Protection for Every Stage of Your Financial Journey
As a business owner, I value the peace of mind that Taxpayer Protection Foundation’s Annual Membership offers.
Call 1-877-22-TAXES to discuss your tax protection plan
Our Services
Our members receive access to Audit Watch, along with preferred pricing on services offered through our trusted member partners. Audit Watch is only the beginning. Through membership, individuals and businesses gain access to resources designed to help optimize tax structure, improve financial planning, and support long-term financial stability.
Our team is here to serve individuals and businesses that need ongoing monitoring, strategic planning, tax planning, financial services, and insurance review. Every situation is different, and having the right team looking out for you is critical. As a member, you will receive ongoing monitoring, monthly newsletters, and access to professionals who can help review your personal and business needs to ensure you are on the right track before it is too late.
Become a Member
and Stay Ahead of
IRS Audits
Real-Time IRS Monitoring:
Join our service and gain peace of mind with direct, real-time monitoring of your IRS account using our proprietary system.
How It Works:
- Become a member.
- Verify your identity.
- Allow us to monitor your IRS account.
- Let our advanced algorithms keep you informed.
What to Expect:
All Clear?
- Receive a monthly Audit Watch Report confirming your account is in good standing.
Flagged?
Get notified within 24 business hours. Our specialists will guide you through the next steps, whether:
- Coordinating with your current CPA.
- Connecting you with one of our In-Network providers at a discounted member rate.
Comprehensive Support:
- From simple solutions to cases requiring a tax attorney, our vetted professionals ensure you’re positioned for the best outcome.
- Take control of your audit status with ease and confidence!
The Strategic Tax
Program
Have You Reviewed Your Tax Strategy?
- Most accountants and CPAs don’t specialize in advanced tax strategies.
- At TPF, we focus on optimizing your tax setup to maximize all available benefits within the law.
Our Expertise Covers:
- Personal and Corporate Structures: Ensuring your tax liabilities are properly managed.
- Investments and Insurance: Leveraging tools to protect your assets and grow wealth.
Comprehensive Portfolio Analysis:
Our analytics team evaluates your investments and insurance to identify:
- What's working.
- Opportunities for improvement.
- Strategies like self directed ROTH IRAs' , and business in a box asset planning & turning your tax bill into cash in your pocket.
No Plan Yet?
- Concerned Social Security or basic 401(k)s won’t cover your future needs?
- Think advanced strategies are out of reach?
- Worried about the impact if something happens to you?
Act Now!
- Don’t leave your future to chance—let us help you secure your financial well-being.
Investigative
Report
Discover What the IRS Knows About You
Gain access to a comprehensive investigative report revealing
- All information the IRS has on file about you.
- A Full 10 year comprehensive look.
- Account interactions and your full account history.
- Identity and records match check (see who is using your SS#)
- Easy-to-read insights far beyond the scope of Audit Watch.
Why Choose This Report?
- Uncover critical details about your IRS records.
- Stay informed and prepared with a complete picture of your tax profile.
Exclusive Member Benefits:
- Members enjoy discounted rates on this in-depth service.
- Not a member? Contact us to learn more or join today.
FAQ
Why hasn't my CPA told me about this?
Because preparing your return and mitigating your tax liability are two different jobs. Your CPA is built for accuracy and compliance — not advanced planning. They service dozens to hundreds of clients and simply don’t have the bandwidth to develop the specialized knowledge, vet the programs, or build the relationships required to access these strategies. That’s not a failure on their part. It’s a structural gap in the standard advisory world that almost nobody fills. We fill it.
Will this work alongside my current CPA?
Yes. We function as an additional layer on top of your existing setup. Your CPA continues doing exactly what they do. We work directly with them to ensure every strategy we implement is properly documented and coordinated. In many cases our clients’ CPAs become advocates for what we do once they see how it’s structured. Nothing about your current advisory relationships needs to change.
My situation involves multiple income types. Does that complicate things?
It creates more opportunity, not less. Many of our clients have a combination of W-2 income, K-1 distributions, capital gains from a business sale or real estate transaction, and other sources. The complexity of multiple income streams is exactly the situation where a customized mitigation strategy has the most impact. We diagnose the full picture first — where the income is coming from, how it’s being taxed, what the biggest exposures are — and then watch and notify you if an audit is predicted.
When is the right time to start — is there a deadline?
Tax planning happens in the year you have the tax problem. That means the right time is always now, not mid-December when options narrow significantly. We also assess all prior-year filings. In short the time to join is now as your covered on years that you are audited even if you joined after the year in question.
