LegalShield: Your Clients' Service for Tax Season Challenges
As we enter the new year, your clients and their employees are beginning to gather documents, review financial records, and prepare for tax season. While most people hope for a straightforward filing process, many will face unexpected challenges, such as an IRS audit notice, questions about back taxes, or confusion about complex tax situations that require more than a CPA's expertise. When tax issues escalate into legal matters—such as audit representation, wage garnishments, or property liens—employees need access to an attorney; however, the cost of hiring one independently can exceed $7,500.[1]
LegalShield offers employees affordable access to attorneys and legal services at a low monthly enrollment rate. Employees receive audit representation, including:
- Consultation, advice, and negotiation with tax authorities when notified of an audit;
- Investigation, or examination for the return due the same year they enroll.
Beyond audit support, LegalShield's provider law firms offer members assistance with serious tax issues, including settling back taxes, halting wage garnishments, removing property liens, and resolving account levies. The plan also encourages preventive action—members can consult with a lawyer before filing their returns to minimize liabilities and avoid costly mistakes. Additionally, many LegalShield plans include wealth and estate services, such as financial powers of attorney and estate planning.
For your clients looking to enhance their voluntary benefits offerings, LegalShield delivers exceptional value during tax season and year-round. Employees gain peace of mind knowing they have legal support available when tax challenges arise, while employers offer a high-value benefit at an accessible price point.
As tax season approaches, now is the ideal time to introduce or re-emphasize LegalShield to your clients.
For more information on LegalShield's tax-related services, or to offer this product to your clients, please connect with your dedicated National Broker Team, or email [email protected].
[1] https://www.taxdebtlawyer.net/tax-debt-news/average-cost-of-tax-attorney-services/