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 You Get for Just $299/Year
5 hours of strategic tax consultation
Planning—not cleanup. We help structure your moves before tax season.
Estimated value: $1,250+
Audit protection & IRS response
If the IRS comes knocking, we prepare and manage your defense.
Estimated value: $5,000+
Pre-execution deal reviews
Avoid mistakes before you commit capital.
Estimated value: $500
Prohibited transaction pre-clearance
Written analysis of deal structures to help prevent disqualification.
Estimated value: $750
UBIT/UDFI exposure modeling
Know the tax impact of leverage or business income before it’s too late.
Estimated value: $500
Investment document review
We flag risky language in investment paperwork (operating agreements, notes, subscriptions, etc.).
Estimated value: $300
Annual IRS filing support
Includes Forms 5498, 1099-R, and 990-T as applicable.
Estimated value: $750
Quarterly compliance monitoring
Ongoing oversight to keep your account aligned with IRS rules.
Estimated value: $1,000/year
Preferred tax prep rates
Access discounted tax prep starting in the low hundreds—compared to $1,000+ elsewhere.
Estimated value: $500+
What This Would Cost Elsewhere
| Service | Typical Market Rate |
|---|---|
| IRS Audit Defense | $5,000+ |
| Tax Consultation (5 hours) | $1,250+ |
| Transaction Review & Risk Check | $500–$1,000 |
| IRS Filing & Monitoring | $1,000+ |
| UBIT/UDFI Modeling | $750+ |
| Ongoing Compliance Oversight | $1,000/year |
Real-World Total: $8,000+
IRA Financials IRA Compliance Shield: $299/year
Frequently Asked Questions
What is IRA Compliance Shield?
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.
How much does it cost?
The service is $299 per year. There are no hidden fees. You’ll only be billed after you review your plan and approve it.
What’s included in the service?
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, 990-T), and ongoing quarterly compliance monitoring.
Is this only for LLC or checkbook control accounts?
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.
Do I need this if I already filed my tax forms?
Yes. Most compliance risks happen outside of filing season. This service helps protect your account year-round, not just at tax time.
What if I get audited by the IRS?
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.
What kind of tax consulting is included?
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.
How does the process work after I submit the form?
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
$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.