2021 Taxley Membership Enrollment Now Open
Enrollment Closes Dec. 15th
2021 Taxley Membership Enrollment Now Open Thru Dec. 15th

Try Something New, Become a Taxley Member

Never settle for just annual tax preparation again – get more, you deserve it!

Every year, from Oct. 15th thru Dec. 15th, we open enrollment to welcome new Taxley Members, giving more families and entrepreneurs a chance to experience the Taxley difference.

Aimed at keeping you informed and protected, becoming a Taxley Member means you are joining a unique group of forward-thinking individuals and aspiring entrepreneurs who want more form their tax professional than just annual tax preparation. 

Like you, our members want answers, strategies, clarity and peace of mind – year-round.

Since 2008, we have helped countless families and businesses get out of tax trouble; and one thing we know is this: most tax, financial and business problems, can be avoided and a ton of money saved by simply having the right team in your corner from the start. 

Don’t wait another year to join Taxley, sign up today!  Enrollment closes Dec. 15th.

Individuals +
Families

Building a legacy starts with knowing how to manage your money and taxes. Get the guidance and protection that will support your long-term goals.

Solopreneurs + Freelancers

Launch, run and grow your business with expert guidance that can prevent the kind of tax and financial problems that shatters dreams.

Corporations +
Employers

Protect your business and your team from the fall out often associated with business and payroll-related IRS tax debt and audit problems.

Included In Every Membership:

Annual Tax Preparation

Never worry about where to turn for annual tax preparation help again.  Your membership includes expert tax prep with audit protection.

IRS Monitoring

Staying out of tax trouble is important! Get a second pair of eyes on your tax account, along with guidance on what to do about IRS and state notices you receive.

Tea with Taxley

COMING SOON: Get on-demand access to our growing library of podcasts and masterclasses on tax, financial and business topics that can help you think bigger and win more.

Secure Member Portal

Your privacy matters. Get easy access to safely upload documents, send confidential emails and obtain updates 24/7/365.

Tax Return Reviews

Get your prior year returns reviewed to ensure you didn’t miss any opportunities to maximize your tax savings and refunds.

Huge Savings

Taxley Members enjoy 10% off our tax account investigation and all-inclusive tax resolution services.

Choose Your Membership Plan

Membership registration requires a one-time $149 enrollment fee.

Personal
Membership

Designed to meet the needs of individuals and married couples, who file joint returns, and who are not independent contractors, entrepreneurs or landlords.

(Value $3,498)

$699/yr.

Pro
Membership

Designed to meet the needs of individuals and married couples, who file a joint return, and are contractors, entrepreneurs or landlords who file a Schedule C, E or F, and have no employees.

(Value $5,948)

$1,499/yr.

Enterprise
Membership

Designed to meet the needs of individuals and married couples, who file joint returns, and own a business entity, such as an LLC, S-Corp, C-Corp or Partnership, and have at least one employee and/or sales tax obligations.

(Value $9,698)

$2,499/yr.

How It Works

Sign Up

Choose your membership level and register here. If you have questions first, feel free to contact us.

Onboarding

Immediately after registration, complete the onboarding form. Instructions will also be in your email (check your spam).

Enjoy!

Jump right into using your member benefits or schedule a free consult to get started with tax resolution or preparation services, if needed.

FAQs

Get answers to our most frequently asked questions.

CLICK HERE for membership details.

Additional Membership details:

Personal Membership

  • Access to Tea with Taxley advice related to personal tax and financial matters.
  • One Personal Level Tax Preparation service and up to two hours of remote tax audit assistance related to tax returns prepared by Taxley – included per membership year.

Pro Membership

  • Access to Tea with Taxley advice related to personal and business tax and financial matters.
  • One Pro Level Tax Preparation service and up to two hours of remote tax audit assistance related to tax returns prepared by Taxley – included per membership year.

Enterprise Membership

  • Access to Tea with Taxley advice related to personal and business tax and financial matters.
  • One Enterprise Level Tax Preparation service and up to two hours of remote tax audit assistance related to tax returns prepared by Taxley – included per membership year.
  • This membership level can be upgraded if you have more than one employee.

Membership enrollment is open from October 15-December 15th of each year.

A membership year is 365 days from the day you sign up. So if you sign up Nov. 1, 2020, your membership year will end Oct. 31, 2021. However, unless cancelled, your membership will auto-renew on Nov. 1, 2021 when your payment method is auto-debited. 

Feel free to stick with your current tax preparer if you prefer.

Many of our members use their benefits as they see fit – in full or in part. Given the huge savings our members get, they understand that using just one of the member benefits makes the membership highly valuable.

If you are married, but file tax returns separately from your spouse, each of you will be required to have your own separate membership.
If both of you would like to access our member benefits, each of you will be required to have your own separate membership.  Each member can choose the level of membership they prefer.

For Pro and Enterprise members who have payroll-related matters (i.e. employees and/or contractors), the upgrade fee is based on the number of employees and contractors you have. 

CONTACT US for a price quote.

If you own multiple businesses or rental properties that you’d like covered under your membership, CONTACT US for a price quote.

CLICK HERE for a more in-depth look at our services.


Please Note: Our services only relate to personal income and business income, payroll and sales tax problems.  We do not address property tax problems and our tax planning services are limited to services offered as a part of our tax resolution services.

All members receive a 10% discount on all tax account investigation and all-inclusive Tax defense packages.

Members must be logged into their portal to see and receive discounted pricing.

Please Note: Discounts do not apply to add-on services, monthly fees or renewals.

We have a 7-day money-back guarantee, which gives you the ability to cancel within 7-days of your membership start date, provided you have not completed the onboarding process or used any membership services.

You will get a full refund less a $199 administrative fee.

You’ll want to pay attention to dates, as we make our refund terms extremely clear to everyone upon signing up.

If you plan to sign up, but don’t plan to get started right away, make sure this is the right investment for you because the refund periods are based on firm deadlines. 

We do not provide refunds on renewed memberships.

Yes! Cancel at anytime and continue to use the services until your membership expires. If you cancel within the 7-day refund period, your membership will be cancelled the day of your refund request.

Generally speaking, the Pro and Enterprise plans can be deducted as a business expense, at least in part.

We’ll be happy to discuss your options when we prepare your tax return.

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