Whether you’re looking for annual tax preparation, financial guidance or more tax savings, becoming a Taxley Member means you’re taking a step in the right direction!
Whether you’re looking for annual tax preparation, financial guidance or more tax savings, becoming a Taxley Member means you’re taking a step in the right direction!

Taxley Membership

What used to be annual tax preparation services, is now an amazing, value-packed Taxley Membership. Never settle for just annual tax preparation again – get more, you deserve it!

Our Taxley Membership is designed to give forward-thinking individuals and entrepreneurs continuous and affordable access to our expertise and protection from IRS and state tax problems.

We believe setting standards and being open to new possibilities is the first step to legacy building and we want to help you on your journey.

We’ve seen the results of being misguided by advice from well-meaning friends and family, who are not tax, financial and entrepreneurial experts. We’ve also seen the devastating effects of tax liens, wage and bank levies, and even business closures as a result of IRS and state tax problems.

Many times tax problems can be avoided and a ton of money can be saved by simply having the right team in your corner from the start. Become a Taxley Member today!

Individuals +
Families

Building a legacy starts with knowing how to manage money. 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 tax debt and IRS audit problems.

Included In Every Membership:

Annual Tax Preparation

Never wonder if you’re in the right hands. Your membership includes expert tax prep, every year, and includes audit protection.

IRS Monitoring

We will monitor your tax account and keep an eye on tax notices in order to help you stay informed and protected.

Tea with Taxley

COMING SOON – An exclusive experience to access expert tax, financial and business advice, which allows you to 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.

Deep Discounts

Taxley Members can save up to 20% on our tax account investigation and all-inclusive tax resolution services.

Choose Your Membership Plan

Need help? Contact us: 833.7.TAXLEY

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. This plan can be upgraded to account for 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 S-Corporation, C-Corporation or Partnership. This plan can be upgraded to account for employees.

(Value $9,698)

$2,499/yr.

How It Works

Sign Up

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

Onboarding

Check your email and follow your onboarding instructions.

Member Services

Login to complete onboarding and get started with your membership perks.

FAQs

Get answers to our most commonly asked questions, or call us at 833.7.TAXLEY.

CLICK HERE for membership details.

Additional Membership details:

Personal Membership

  • Access to workshops 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 workshops 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 workshops 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.
A membership year is 365 days from the day you sign up. So if you sign up April 1, your membership year will end March 31st.  This is called a rolling year, opposed to a calendar year.

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.

As a member you will save on all tax account investigation and all-inclusive tax resolution packages based on how long you’ve been a Taxley Member:

  • Year 1-2: 10% off
  • Year 3+: 20% off

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 $69, $149 or $249 administrative fee for the Personal, Pro, and Enterprise Plans, respectively.

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. You’ll want to discuss your tax write-offs with a licensed tax professional who is more familiar with your specific situation.