Tax Advising & Preparation

couples speaking with tax advisor

Tax Advising & Preparation

Tax refund fraud is on the rise. Help advocate for your clients’ safety while adding a competitive advantage with industry-leading identity theft protection. Partner with us to arm your clients with identity theft and credit monitoring at no cost to you. You can set yourself apart from the competition while earning residual monthly commissions.* Non-commission programs are also available. Your clients can receive:

  • Identity Theft Protection
  • Real-Time Fraud & Social Security Number Alerts
  • Dark Web Monitoring
  • Credit Report Monitoring & Scores

Why Provide Identity Theft Protection to Your Clients?

As data breaches seep deeper into our digital systems, they continue to threaten the safety and privacy of your clients’ personal records. Help them protect their No. 1 asset – their identity – with value-add tools that help strengthen your client relationships. BECOME A PARTNER  

Identity Theft Monitoring for Your Tax Clients

Bring your clients peace of mind with our best-in-class benefits. Our comprehensive programs monitor all three major credit bureaus, notifies your clients of new account applications, searches the dark web for their stolen information and provides $1 million in identity theft insurance. **Your clients also receive their credit report and scores, so they can stay on top of suspicious activity. Unfamiliar lines of credit on their credit report are one of the first signs of identity theft. BECOME A PARTNER  

Ensure You’re Conforming to IRS Regulations

As you know, tax-related identity theft one of the fastest-growing scams with the Internal Revenue Service mandating tax advisors to implement policies to protect clients’ personal information. Let us help by implementing our services as an extension of your current offering, as you develop your client protection policy. BECOME A PARTNER  

Become a Partner

We utilize powerful digital tools to actively monitor, report and protect the identity and credit status of our customers and can do the same for yours while you earn a residual monthly commission.*

*Terms and conditions apply.

**$1,000,000 ID Theft Coverage – provides up to $1,000,000 in coverage for: funds stolen by unauthorized electronic funds transfer from an account in your name, legal fees, miscellaneous expenses, and up to $1,500 per week (five weeks maximum) for wages lost while resolving a stolen identity event. Family members means the enrollee’s children under the age of twenty-four (24) who permanently live in the same residence as the enrollee at the time of the stolen identity event. Underwritten by AIG.

Source: Identity Theft Resource Center