You speak with a licensed tax professional who reviews your situation and gives you an honest estimate of what your claim may recover. We may ask about your filing history, the years involved, and your entity type. If you qualify and want to move forward, we explain what’s next and what it costs. If you don’t qualify, we tell you that too.

Yes. Two federal courts ruled in 2024 and 2025 that the IRS lacked the authority to charge penalties during the COVID disaster period. The IRS has already processed over $1.2 billion in related refunds. The Wall Street Journal, Forbes, and the National Taxpayer Advocate have all covered it.

Anyone charged IRS failure-to-file or failure-to-pay penalties, or underpayment interest, for tax obligations due between January 20, 2020 and July 10, 2023. This covers individuals (Form 1040) and businesses — S-Corps, LLCs, partnerships, C-Corps, and employers with payroll tax penalties (Forms 941 and 940). If you received a penalty notice during that period, had a payment plan with the IRS, or still owe penalties from those years, it’s worth checking your eligibility.

July 10, 2026. This is a statute of limitations cutoff — after that date, the IRS has no obligation to honor refund claims for the COVID period, regardless of how the appeal plays out. Missing the deadline means permanently losing your refund. Given that IRS processing typically takes three to six months after filing, the earlier you file, the better.

Possibly yes. The IRS provided limited relief during and after the pandemic — including the Failure to File penalty suspension in 2022 and First Time Abatement for some taxpayers. However, most of that relief did not cover the full range of penalties and interest addressed by the Kwong ruling, and many taxpayers only received partial relief. Your claim would be for any amounts not already refunded or abated. During your free assessment, we pull your full IRS account transcripts to identify exactly what you received, what you paid, and what may still be recoverable. You may be surprised how much is still on the table.

The primary categories covered by the rulings include: failure-to-file penalties (charged when a return is filed late), failure-to-pay penalties (charged when taxes owed are paid late), underpayment penalties (for estimated tax shortfalls), and interest charged on any of those penalties. For businesses, this also includes employment tax penalties (Forms 941/940) and partnership/S-Corp filing penalties. It’s important to note that these must be charges that accrued during the COVID disaster window — January 20, 2020 through July 10, 2023. We analyze your complete transcript history to identify every qualifying charge.

Typically one to two weeks from engagement to mailing. We prepare a separate Form 843 per qualifying tax year, with proper legal language, and send everything via certified mail. IRS processing after that takes three to six months on average.

Absolutely. We are authorized to work with clients across all 50 states using phone, video meetings, and secure digital tools. All documents, updates, and communication are managed through your secure client portal, making the process convenient and fully remote.

We respond for you. As your Power of Attorney representative, we’re authorized to handle IRS correspondence and file appeals on your behalf. A denial is not the end. It’s the start of a process we’ve been navigating for over 40 years.

Automated platforms file a form and collect a percentage. They have no licensed professionals reviewing your case and no ability to respond if the IRS disputes the claim. Your accountant may be excellent at tax preparation but IRS penalty abatement under contested court rulings is a different discipline. We’re an IRS representation firm. This is what we do.

Yes. We use secure, industry-standard systems to protect your information at every stage. All documents are handled through our TaxDome secure client portal, built on SOC 2–aligned infrastructure with encryption and access controls. We also utilize encrypted, healthcare-grade fax transmission when required and PCI-DSS compliant payment processing. Our processes follow IRS data protection standards, including IRC §7216, with strict internal access controls and confidentiality practices.