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PBN Legal Plan members receive all this:

  • Unlimited advice on federal taxation via toll-free phone call/fax/email
  • Free tax return preparation (includes 1040EZ, 1040A, and 1040)*
  • Deep discounts on numerous tax schedules
  • Unlimited advice on federal taxation for small business owners (sole proprietors)
  • IRS audit assistance
  • IRS notification assistance
  • Tax planning
  • Review of prior year’s tax return*
  • Member portal with:
  • Tax tips
  • Tax law changes
  • Tax organization area
  • IRS audit area
  • IRS notification area
  • Member advice online

* Limited one(1) per household

All tax and financial assistance is provided by tax attorneys, financial analysts, CPA’s, former auditors and/or Enrolled Agents certified by the IRS. This team of professionals is ready to answer your tax questions in a confidential and secure environment.

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Tax Preparation and Advice

This comprehensive tax program provides members with free and discounted tax return preparation and unlimited, toll-free, tax related advice during normal business hours Additionally, members will have access to de ep discounts on most tax schedules.

All tax and financial advice is backed by a $1 million liability policy!

The Voice Behind the Software

With today’s tax software programs, users need more than help screens. Tax Rite** steps in with tax advice tailored specifically to an individual’s unique situation. Live, one-on-one, direct answers to member’s tax questions over the phone. When pop-up screens aren’t popping up with the right answer, experts are a phone call away with reliable advice.

**This program is administered by Tax Rite, Inc.

IRS Speak Interpretation

Our team of professionals will review any notice or letter issued by the IRS and provide professional advice on how to understand and solve the matter. Our experts and advise members who get audited. They review the IRS audit notification and help sort out the facts. Members also have access to a web-based IRS audit tutorial, as well as an IRS notification tutorial that helps take the terror out of those ominous-looking IRS letters.

Tax Advisor for People in all Income Brackets

According to Thomas J. Stanley in his book The Millionaire Mind, “The number one activity for millionaires is consulting with a tax expert.” For most of us, tax consultation isn’t that high on our list of things to do, but it’s still vitally important for nearly everyone at one time or another. Members can seek and receive advice on the tax implications of all these everyday financial matters.

  • Individual Retirement Accounts, Roth IRA’s, 401K Plans, SEP’s
  • Healthcare spending accounts
  • Investment timing and strategies
  • Capital gains
  • Real estate timing and strategies
  • The tax advantages of home ownership
  • Divorce
  • Inheritance
  • Retirement planning

Our team of professionals will also review a member’s prior year’s tax return. This review can reveal costly errors and generate a source of extra savings.

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