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Financial Wellness Includes Protecting What Employees Have Built

Employee Financial Wellness

A strong financial wellness strategy helps employees plan for the future while addressing the risks they face today.

Tax identity theft can interrupt both. A delayed refund, unfamiliar wage report, or unexpected IRS problem can create uncertainty that affects an employee’s finances, attention, and peace of mind.

Tax Guardian helps employers add specialized tax identity protection to the benefits and resources they already provide.

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Go Beyond Budgeting and Retirement Planning

What budgeting and retirement benefits do

Budgeting tools and retirement benefits help employees make informed financial decisions. Identity protection helps address a different concern: what happens when someone else uses their information.

What Tax Guardian adds

Tax Guardian extends that protection to tax-related identity activity, giving employees greater visibility into an area that is often missing from traditional financial wellness programs.

A Financial Problem Can Become a Workplace Distraction

Employees dealing with tax identity theft may need to gather records, contact tax professionals, respond to notices, and work through recovery procedures.

That work can take attention away from their responsibilities and create stress well beyond tax season.

A benefit that combines monitoring with recovery support gives employees a place to turn when a tax identity concern arises.

What Tax Identity Protection Contributes

Greater Visibility

Continuous IRS monitoring helps employees recognize suspicious tax-related activity.

A Clearer Next Step

Alerts help bring potential problems to an employee’s attention rather than leaving them to discover an issue unexpectedly.

Access to Experienced Support

Tax Guardian Restore Specialists provide guidance through tax identity recovery and IRS resolution procedures.

Additional Financial Protection

Eligible programs may include benefits such as Refund Replacement Protection and Audit Defense.

Complement Your Existing Benefits

PROTECT+ Workforce can sit alongside traditional identity protection, financial education, retirement planning, and other employee benefits.

It does not require you to replace those programs. It adds a specialized capability focused on protecting employees’ tax identities.

Make Financial Protection Part of Financial Wellness

Show employees that your commitment extends beyond helping them earn and save. Help them protect the tax identities connected to those financial goals.