Harbor Shield
Your Audit Armor

Mission and Vision

Vision

To be the trusted shield against IRS audit threats, giving businesses confidence through expert defense, smart risk transfer and no-surprise protection.

Mission

We empower businesses and partners with unmatched IRS defense coverage. By turning audit risk into audit readiness, we cover legal costs, provide access to expert tax attorneys and deliver peace of mind when it matters most.

What Makes Harbor Shield Different

Most businesses think of two options when the IRS audits: expensive tax resolution firms or traditional “audit insurance” with hidden limits. Harbor Shield is neither.

We’ve built a new category of IRS audit defense:

Legal Costs Covered: Up to $50,000 in attorney fees for covered audits.

Attorney-Led Representation: Only vetted, seasoned tax attorneys, not call center “advisors.”

Insurance-Backed Guarantees: Every contract is fully insured, so you know your coverage is secure.

Proactive Compliance Support: Continuous IRS transcript monitoring and audit-ready documentation so you’re prepared before notices arrive.

Our Values

At Harbor Shield, everything we do is built on five core values:

Protection First: Clients are shielded from the financial and legal blowback of IRS audits.

Expert Access: Immediate access to the nation’s best tax attorneys specializing in audit defense.

Transparency: No hidden fees, no surprises, no legal guesswork.

Trust and Integrity: We fight for every client as if it were our own filing.

Relief and Confidence: Clients walk into audits prepared, supported and in control.

Who We Serve

Harbor Shield supports businesses, professionals and partners who need confidence when facing IRS scrutiny:

Small and Medium Business Owners who claimed ERC, R&D, or participate in MEC plans.

Tax Professionals and CPAs looking to protect clients and reduce professional liability.

R&D Credit Specialists who need regulator-ready defense programs.

Franchise Operators and Multi-Entity Owners managing multiple credits across locations.

HR, Payroll and Benefits Platforms embedding Harbor Shield coverage to remove adoption friction.

Partnership, Leadership
and Expertise

Harbor Shield was built with partners in mind: CPAs, tax credit specialists, payroll companies and benefit providers. With insured audit coverage, you can:

Boost client confidence and retention.

Eliminate audit-related friction in product adoption.

Add a recurring, high-trust revenue stream.

Our leadership team brings together decades of expertise in tax law, audit defense, compliance and insurance risk transfer. By partnering with vetted, top-tier tax attorneys, Harbor Shield guarantees you’re never left scrambling if the IRS comes calling.

Meet Our Partners

Why Businesses

Trust Harbor Shield

Protective

$50K legal defense guarantee.

Predictable

Fixed cost, no surprise bills.

Trusted

Only vetted audit attorneys with proven IRS experience.

Proactive

Daily monitoring with early alerts before notices arrive.

See How It Works

Harbor Shield is the only provider offering insured IRS audit defense coverage.

We don’t replace your CPA. We don’t resolve “after the fact.” We ensure that when the IRS calls, your legal defense is already covered.