Hive Tax Book Plus Benefit

Hive Tax Protection™

Terms & Conditions

Hive Tax Protection Terms v1.0 · Issued by The Self-Employed Lab, LLC

Hive Tax Protection™

Nationwide Tax Notice Guidance, Identity Theft Resources & Trusted Professional Support

Tax issues can happen to anyone. Whether you receive an IRS notice, a state tax letter, have concerns about identity theft, or simply need help understanding your options, Hive Tax Protection™ provides access to guidance, resources, and trusted professionals who can help you navigate the next steps.

Through our network of Enrolled Agents (EAs), CPAs, and experienced tax professionals, Hive Tax Protection™ is available to eligible members nationwide.

One of the Best Parts

You may still be eligible for Hive Tax Protection™ even if Hive Tax Book did not prepare your tax return. Unlike many protection programs that only assist with returns they prepared, Hive Tax Protection™ may review eligibility for protection services regardless of who prepared the return. Additional documentation and review may be required to determine coverage and eligibility.

Tax Notice Support

IRS & state notice review, deadline guidance, identity theft resources, and referral access to approved professionals.

Not Insurance

Hive Tax Protection™ is a support and guidance benefit — not insurance. It does not guarantee any specific outcome.

Case-by-Case Eligibility

Eligibility is reviewed individually for each matter. Documentation may be required to determine coverage.

What Basic Protection Covers

Available to Hive Tax Protection™ Basic and Enhanced members

✓ Included

IRS notice review & explanation
State tax notice review
Deadline guidance
General next-step guidance
Identity theft resource guidance
Protection eligibility review
Referral access to approved providers
Educational support

What Enhanced Protection Covers

Everything in Basic Protection, plus the following additional services

✓ Everything in Basic Protection, PLUS:

IRS Notice Review
State Tax Notice Review
Written Review Summary
Priority Support
Preferred Partner Access
Protection History Archive
Installment Agreement Preparation Assistance
Offer in Compromise Preparation Assistance
Collection Matter Guidance
Payroll Tax Issue Guidance
Tax Amendment Review Assistance
Amendment Preparation Guidance
Enhanced Protection Eligibility Review

Assistance, guidance, preparation support, and review services may be provided directly or through approved professionals depending on the nature of the matter.

Not Included — Matters Requiring Referral

The following matters are outside the scope of Hive Tax Protection™ and may require referral to qualified professionals

✗ Not Included in Any Plan

Tax Court representation
Criminal tax matters
Legal advice or opinions
Attorney services
Litigation or legal proceedings
Matters requiring formal legal representation
IRS or state appeals requiring representation
Audit representation
Collection defense requiring legal counsel

Certain matters may require referral to qualified professionals including licensed tax professionals, Enrolled Agents, CPAs, or attorneys. Third-party professional fees, if any, are the responsibility of the member.

Member Acknowledgement Required

Read the full terms and sign electronically to unlock Tax Protection access.

Sign In Required

You can read the terms above, but you must be logged in to acknowledge and unlock access.

Important Disclosure

Hive Tax Protection™ is a support and guidance benefit — not insurance. It is provided by The Self-Employed Lab, LLC d/b/a Hive Tax Book. It does not constitute legal advice, formal tax representation, or a guarantee of any specific outcome. Eligibility is reviewed case by case. Third-party provider fees, if any, are the responsibility of the member. Members should consult qualified tax professionals, enrolled agents, CPAs, or attorneys for matters requiring formal representation.