MEMBERSHIP

HAS ITS PERKS

Most tax, financial and business problems can be avoided when the right people have your back. Let us have your back – become a member.

Audit Protection

Need help with an audit? Join our live
monthly audit protection group for guidance through the audit process.

Unlimited Access

Get unlimited access to our growing library of Tea w/ Taxley tips, on-demand tutorials and purchased courses.

IRS Notice Support

Get the peace of mind that comes with knowing we are here to help you navigate IRS and state tax letters.

Huge Savings

Enjoy up to 10% off tax account investigation and Taxley defense services.

Client Highlights

Choose Your Membership Level

Personal
Membership

Designed to meet the needs of individuals and married couples, who are NOT independent contractors, entrepreneurs or landlords.
One-time Fee $149, then
$39/mo.

Pro
Membership

Designed to meet the needs of individuals, and married couples, who ARE, or plan to become, contractors, entrepreneurs or landlords; and file a Sch. C or E.
One-time Fee $249, then
$69/mo.

Enterprise
Membership

Designed to meet the needs of individuals and married couples who file joint returns, and own a non-Sch. C business entity with sales tax and/or payroll-related tax requirements.
One-time Fee $399, then
$149/mo.

How It Works

01

Sign Up

Choose your membership level and select “Register Here”.
02

Onboarding

Immediately after registration, complete the onboarding form. Instructions will also be in your email (check your spam).
03

Enjoy!

Log in to start using your member benefits.

FAQs

Get answers to our most frequently asked questions.

CLICK HERE for membership details.

All membership benefits are provided by Taxley and you must be logged into your account to receive access.

The Taxley Membership is best suited for employees and small to mid-sized business owners.

Personal Members get:

  • Audit protection and notice support for personal matters only.
  • Personal finance and tax exclusives from Tea with Taxley.

Pro Members get:

  • Audit protection and support for their personal tax accounts and their registered Sch. C or rental property business(es).
  • Business and personal exclusives from Tea with Taxley. 

Enterprise Members get:

  • Audit protection and support for their personal tax accounts and their registered non-Sch. C business(es).
  • Business and personal exclusives from Tea with Taxley. 

All members must be logged in to access benefits.

Memberships cannot be transferred.

Audit assistance is designed to help you navigate an IRS audit.  This guidance is provided in a confidential, online group setting – live and on-demand.

You will able to submit a support ticket and submit your audit notice in order to request access to audit protection and support.

If you have multiple businesses and are in need of audit protection and notice support for more than one of them, you’ll have an option to pay an add-on fee for your businesses during check out.

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.

Example:
You may get a Pro membership to cover you (and your spouse if you all file jointly) and your business EIN.  Then your partner may only need the Personal membership.

We do not offer refunds, however, you are welcome to cancel at any time. You will continue to have access to your member benefits though the end of your billing period.

Generally speaking, the Pro Membership can be deducted as a business expense, at least in part. However, this largely depends on your specific circumstances, which you will want to discuss with your tax preparer.

Take the Next Step

We take our work seriously and value the importance of communication and timeliness; therefore, in the best interest of all we serve, we are careful to limit our clientele to those who share those same values.

Schedule a Free Consult

It all starts with a free consultation. No sales reps, no pressure. Get the clarity you need to choose the right representation for yourself and your business.

Become a Taxley Member

With the IRS ramping up its audits and collections, eyeing everyday workers and small businesses, now is the time to ensure you stay protected and informed.
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