Protect Your Account with IRA Compliance Shield
Upgrade your account with expert tax and IRA compliance support and services – all for a fraction of the cost of hiring a CPA.
You Control Your IRA. We Help You Protect It.
With a Self-Directed IRA, you get the freedom to invest—but also the responsibility to follow complex IRS rules. Our IRA Compliance Shield gives you peace of mind, proactive protection, and real oversight from the team that knows this space best.
Real compliance support for clients who:
- Own real estate inside their IRA
- Run a ROBS-backed business
- Use alternative investments or LLCs
- Want protection from IRS issues before they happen
What This Would Cost Elsewhere
Typical Market Rate for Services
IRS Audit Defense
Tax Consultation (5 hours)
Transaction Review & Risk Check
IRS Filing & Monitoring
UBIT/UDFI Modeling
Ongoing Compliance Oversight
Frequently Asked Questions
It’s an annual support package designed to keep your Self-Directed IRA in full compliance with IRS rules. We review your account, help prevent prohibited transactions, model tax exposure, handle filings, and provide expert audit representation if needed.
The service is $299 per year. There are no hidden fees. You’ll only be billed after you review your plan and approve it.
You get five hours of tax consultation, full audit protection, transaction reviews, prohibited transaction pre-clearance, UBIT/UDFI modeling, investment document checks, IRS form support (5498, 1099-R), and ongoing quarterly compliance monitoring.
No. This service is for all Self-Directed IRA clients, regardless of account structure. It applies whether you use an LLC, trust, or custodian-held assets.
Yes. Most compliance risks happen outside of filing season. This service helps protect your account year-round, not just at tax time.
We manage the process for you. From preparing the response to communicating with the IRS, you’ll have a team behind you every step of the way.
You receive five hours of direct access to our tax experts. This time is focused on planning, investment structure, risk mitigation, and strategy—not just filing documents.
Our compliance team reviews your account, builds a tailored plan, and reaches out with next steps. You can ask questions, make changes, and decide when to move forward. Nothing is billed until you approve.
See What Our Clients Have to Say
I decided to open a Self-Directed IRA because I wanted to invest in real estate projects. Also, having control of my money was a big motivating factor as well. Being able to decide where and when to invest has been very successful for me. All the real estate projects I have selected have been solid investments. I have recommended IRA Financial to friends and family.
I have been a client of IRA Financial for several years and I really love them. I've worked with other companies, and they just were not as easy to work with. I appreciate being able to get somebody on the phone and getting help with taxes. Just everything has been so easy to work with. I have, and do, recommend them to anyone thinking about self-directed investing.
I've looked at all of the participants in this space and IRA Financial was the clear choice. They were the easiest to work with, answered all my questions and concerns prior to me taking the steps to open the account. The process is straight forward and there are no surprises. My investments in Real Estate have been largely successful. IRA Financial is professional, has great support, and put the customer in the driver's seat.
$299 per year. No hidden fees and no surprises.
Protect Your Account with Compliance Oversight
Submit the enrollment form to get started. You will receive an invoice via email within 1 business day.