TaxPro Concierge
The TaxPro Conceirge is a proactive membership designed to reduce EFIN disruption, preparer penalties, OPR action, and criminal investigation escalation by giving EROs and tax firms structured access to The Walton Firm for strategic compliance counsel.
This is not “unlimited legal representation.”
This is legal oversight and compliance protection built for tax firms that want to operate with confidence.
About The Walton Firm
STANDARD
EXECUTIVE
EXECUTIVE
STANDARD- Designed for smaller tax firms seeking foundational compliance protection.
Team size: 1–5 preparers
Monthly Fee:
$750/month or $8,400/annual
Includes:
✔ Up to 2 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm’
STANDARD- Designed for smaller tax firms seeking foundational compliance protection.
Team size: 1–5 preparers
Monthly Fee:
$750/month or $8,400/annual
Includes:
✔ Up to 2 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm’s discounted hourly rate applicable to Plan Members.
✔ Monthly live Compliance Briefing (Zoom) for Team at your request
✔ 10% discount on The Walton Firm services
✔ Priority booking for consultations
✔ Access to “TaxPro Shield Legal Library
EXECUTIVE
EXECUTIVE
EXECUTIVE
EXECUTIVE- Designed for growing tax teams requiring structured legal oversight.
Team size: 5–15 preparers
Monthly Fee:
$1,500/month or $16,800/annual
Includes:
✔ Up to 5 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm
EXECUTIVE- Designed for growing tax teams requiring structured legal oversight.
Team size: 5–15 preparers
Monthly Fee:
$1,500/month or $16,800/annual
Includes:
✔ Up to 5 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm’s discounted hourly rate applicable to Plan Members.
✔ Monthly live Compliance Briefing (Zoom) for Team at your request
✔ Annual due diligence compliance audit review
✔Annual EFIN compliance strategy session
✔Internal Due Diligence SOP review (once annually)
✔ Due Diligence system review up to two (2) tax returns reviewed.
✔ Priority booking for consultations
✔ Access to “TaxPro Shield Legal Library
DIAMOND
PENTHOUSE
PENTHOUSE
DIAMOND- For multi-location or high-volume ERO firms.
Team size: 15-25 preparers
Monthly Fee:
$3,500/month or $39,600/annual
Includes:
✔ Up to 7 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm’s discounted hourly rate
DIAMOND- For multi-location or high-volume ERO firms.
Team size: 15-25 preparers
Monthly Fee:
$3,500/month or $39,600/annual
Includes:
✔ Up to 7 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm’s discounted hourly rate applicable to Plan Members.
✔ Monthly live Compliance Briefing (Zoom) at your request.
✔ Annual due diligence compliance audit review
✔Annual EFIN compliance strategy session
✔Internal Due Diligence SOP review (once annually)
✔ Due Diligence system review up to five (5) tax returns reviewed.
✔ Priority booking for consultations
✔ Access to “TaxPro Shield Legal Library
✔ 20% discount on The Walton Firm services
✔ Criminal investigation rapid response priority schedulinghe Walton Firm, we are always looking for innovative tax solutions to help our clients save money and achieve their goals. We stay up-to-date with the latest tax laws and regulations to ensure that we are providing our clients with the most effective tax advice possible.
PENTHOUSE
PENTHOUSE
PENTHOUSE
PENTHOUSE- Enterprise-level legal oversight for national operations.
Team size: 25 or more preparers
Monthly Fee:
$5,000/month or $54,000/annual
Includes:
✔ Up to 10 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm’s
PENTHOUSE- Enterprise-level legal oversight for national operations.
Team size: 25 or more preparers
Monthly Fee:
$5,000/month or $54,000/annual
Includes:
✔ Up to 10 hours of strategic compliance counsel per month includes Review of Correspondence from IRS
✔ Any services exceeding the included monthly allotment shall be billed at the Firm’s discounted hourly rate applicable to Plan Members.
✔ Monthly live Compliance Briefing (Zoom) at your request.
✔ Annual due diligence compliance audit review
✔Annual EFIN compliance strategy session
✔Internal Due Diligence SOP review (once annually)
✔ Due Diligence system review up to ten (10) tax returns reviewed.
✔ Priority booking for consultations
✔ Access to “TaxPro Shield Legal Library
✔ 25% discount on The Walton Firm services
✔ Criminal investigation rapid response priority scheduling
✔ Immediate investigation triage (non-indictment)
✔ On-site or virtual annual compliance training for staff