About Us

How to Access Tax Principle^® Advisors and Attorneys 
 
Tax Principle^® is brought to you by the Professional Education Institute^®-in association with tax professionals and licensed attorneys who specialize in small-business and real estate law. You can be assured that you have access to qualified professional partners who stand ready to address virtually any tax or legal need you may have.  
 
There are four different ways to reach your Tax Principle specialists: 

1. Online via www.TaxPrinciple.com.
2. Via toll-free number.
3. In person (Legal only).
4. Via email (Tax only).
   

When calling our toll-free number, you will be prompted to press "1" to speak directly with a tax specialist on the TaxHotline; press "2" for legal assistance, which will connect you with the legal call center and direct you to a Tax Principle attorney in your area; or press "3" for Customer Service. 
 
Tax Assistance 
 
All tax and financial assistance is provided by the TaxHotline, which includes tax attorneys, financial analysts, and tax professionals. You may call with questions or for advice as often as necessary... and there are no consultation time limits. Your questions will be answered in a confidential and secure environment. (Refer to the "Tax Assistance and Preparation" section located under Services for a description of the services these professionals can provide.) 
 
Legal Assistance 
 
For legal advice and services, you will be asked to give a brief description of your legal situation so that an attorney with the expertise required for your situation can answer your questions. The attorney will be located in your area and, together, you and your attorney will decide whether a face-to-face consultation is necessary. This is a personal decision between you and your attorney. Your initial consultation for each new legal issue (up to 30 minutes per issue) is available for no charge as a benefit of Tax Principle, as are other services described on this website. (Refer to the "Small Business Legal Services" and "Real Estate Legal Services" sections located under Services). For additional services, you will pay your attorney directly. Please ask for his or her specific requirements. All of your legal matters are exclusively between you and your Tax Principle attorney; PEI will not interfere in any way with the attorney/client relationship you establish. Participating attorneys are obligated by their state's professional Code of Ethics to maintain the utmost confidentiality in all of their attorney/client relations. 
 
About the Program's Experts 
 
Tax: The TaxHotline includes tax attorneys, financial analysts, and tax professionals. This team of tax professionals stands ready to answer your questions and help you through the maze of tax forms and documents- business and personal- in a confidential and secure environment.  
 
Legal: All Tax Principle attorneys are licensed and qualified to practice law in your state. They adhere to high standards for legal abilities and professional conduct, and are subject to courtesy ratings as well as background checks every three months. Each participating program attorney is bound by his or her state's professional Code of Ethics and will advise you if there is a conflict of interest in taking your case. Attorneys have the inherent right to decline a case for any reason. If this occurs, you may request a referral to another attorney within the Tax Principle network.