Explore Tax Shield:
Your Tax Protection Solution
Gain 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.
Everything you need, all-in-one package
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.
Let us help you plan and prepare for your exit strategy. Dare to scroll a bit?
Tax-Shield
12 Month
Membership Package
$495
Guard Dog Product
Explore Tax Shield:
Your Tax Protection Solution
Tax-Shield
12 Month
Membership Package
$495
Guard Dog Product
Gain access to a Team of professionals who can educate and guide you. Dare to scroll a bit?
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.
Protect yourself with Tax Shield, the comprehensive tax solution designed to safeguard your capital and give you peace of mind.
Everything You Need, All in One Package
Tax Shield provides you with all the extra stuff you need to not just file your taxes but also protect yourself from unexpected tax liabilities.
Whether you use a CPA, online software, or another service, Tax Shield is the indispensable tool you need to ensure your financial security.
Let us help you plan and prepare for your exit strategy.
Your Tax Shield membership includes tools, guidance, education, and indicators
Initial Risk Review:
- About 30 days after signing up, we’ll schedule your Risk Review. During the meeting together, we will:
- Analyze your past tax filings and determine potential risks, such as underreported income or gaps in crypto reporting.
- Detect any past filing issues or outstanding tax balances.
- Uncover and review any audit flags that the IRS has placed on your prior years' filings.
- Discuss any IRS activities that you need to know about.
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.
Your Tax Shield includes tools, guidance, education, and indicators:
Initial Risk Review:
We'll meet with you about 30 days after signing up and determine what steps are necessary to address any past filing issues or balances and review any IRS audit flags or activities that you need to know about.
Ongoing Monthly Updates on Your IRS Account:
Receive key monthly indicators to keep you informed about any important changes or IRS activity, so there are no surprises from the IRS that put your gains at risk.
Key indicators include tax filing compliance, balances owed, IRS audit activity, and underreporting notifications.
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.
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.
Professional Return Review:
Filing yourself or using online software? Get a detailed review of yourself or a 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.
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.
Ongoing support throughout the year:
Access to a team of experts to assist you with any IRS Notices received throughout the year and be alerted to any important IRS changes that you need to know about.
Getting started is easy
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.
