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
IRA Financial was very helpful in helping manage and successfully completing a transfer from another Checkbook IRA company. This is not a simple process and the rep was key in guiding me through it.
The rep provided timely and helpful information when creating my LLC entity and walked me through process end-to-end. I also want to express my appreciation for the team's response to an investment property close date that I had before pursuing Checkbook LLC setup with IRA Financial. Thanks for keeping my scheduled plan moving and making my deadlines. This is a true mark of distinction for any service organization and great partner! :-)
The customer service rep was very helpful. She provided me the appropriate forms to get my Roth IRA checkbook writing set up and additional forms I'm going to need moving forward. IRA Financial team is the best!!
$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.
Enroll in IRA Compliance Shield