Give your customers tax identity theft protection that actually watches the IRS.
Your customers are worried about tax refund fraud—and they expect you to protect them. A recent Morning Consult survey (on behalf of Allstate Identity Protection) found that 64% of Americans worry scammers will steal their personal information to file a tax return and pocket the refund. Allstate Newsroom+1
Tax Guardian gives you a plug-and-play way to offer real tax identity protection: continuous IRS transcript monitoring, refund theft alerts, and attorney-led remediation, all behind a secure SOC 2–audited platform.
64%
“64% of Americans worry scammers will steal their personal information to file a tax return and pocket the refund.” Allstate Newsroom+1
87%
“In a separate Morning Consult survey, consumers ranked security and protection of their personal data highest in net importance (87%) when deciding which financial services brands they trust.” Allstate Newsroom
40%
“40% of identity restoration cases in one national program happen during tax season alone.” Allstate Newsroom+1
2 Yrs
“Victims can wait nearly two years to recover stolen tax refunds.” Allstate Newsroom+1
Whether you’re embedding protection into a card benefit, an app, or a tax platform, Tax Guardian plugs into your ecosystem without you having to build IRS infrastructure in-house.
Always-on IRS monitoring
We connect directly to IRS transcripts via A2A and watch for refund theft, suspicious filings, and high-risk account activity—24/7.
Proactive IRS Alerts
If we see something off (like an early or duplicate filing), customers get a plain-English alert through your channel—email, SMS, in-app, or all of the above.
Refund Replacement & Coverage
When there’s a problem, our workflows and tax professionals guide customers through IRS forms, authentication, and remediation instead of leaving them to figure it out alone.
Reporting for you
Roll-up analytics and dashboards show adoption, engagement, and detected events, so your product, compliance, and risk teams have real visibility.
Tax identity theft happens when someone uses your social security number to file a tax return, claim a refund, or create IRS records in your name, often without you knowing until months later.
Depending on your plan, Tax Guardian keeps a constant watch on your IRS records for signs of fraud or unexpected changes, notifies you right away if something looks wrong and includes refund protection up to $1 million.
You’ll securely verify your identity, through a trusted identity verification partner. This requires a valid government-issued photo ID (driver’s license, passport, or state ID), a quick selfie to confirm it’s really you, and basic personal details to match your IRS records. Once verified, you’re connected and protected, no phone calls or paperwork required.
Even if an issue is already in progress, you can enroll. Tax Guardian helps you understand the situation and, depending on your plan, connects you with trusted tax professionals to help you recover. Eligible plans include refund replacement coverage of up to $1 million per household.
Tax Guardian offers a 90-day money-back guarantee. If you cancel within the first 90 days of enrollment, you will receive a full refund.
Yes. Refund replacement is included with qualifying plans, up to $1M per household, depending on coverage. Limits and terms vary by plan.
Yes. Tax Guardian provides early warning signals, often months before IRS letters arrive and higher-tier plans include audit defense support to help you navigate next steps.
Absolutely. Tax Guardian uses bank-level encryption, strict access controls, and follows IRS data security standards (including IRS Publication 1075). Our platform is SOC 2 compliant, ensuring your data is protected with industry-leading security, availability, and confidentiality controls.
Most identity tools monitor credit reports after damage is done. Tax Guardian monitors the IRS directly, detecting tax fraud and SSN misuse as it happens, not months later.
You get access to real U.S based tax experts, easily understood explanations of alerts, and step-by-step guidance when something goes wrong, no call centers or generic scripts.
Guidance, alerts and plain-English explainers on IRS identity theft, refund fraud and the tools that stop it.
Our solution is published and available on the Microsoft Marketplace, so Microsoft customers and partners can find, evaluate, and buy Tax Guardian through a channel they already trust.
Tax Guardian, LLC is proprietary software that securely accesses IRS transcript on your behalf.
Published on Microsoft Marketplace
*Disclaimer: Tax Guardian Software Solutions provides access to legal services offered by the Tax Guardian Network. None of the above corporate entities, nor its officers, employees, or sales associates directly or indirectly provide legal services, representation, or advice. Any forms provided are not legal advice and should not be construed as such. You should consult with a lawyer to confirm the form meets your needs. Use of this website and the services is subject to Tax Guardian Software Solutions terms of service and data protection addendum.
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