Two federal courts ruled the IRS overstepped its legal authority when it charged certain penalties during the COVID disaster window. This isn't just for business owners — individuals, families, freelancers, and the self-employed who filed or paid late on a 2020, 2021, or 2022 return may be owed money too: the penalties and the interest charged on top of them.
Takes under a minute to start. We'll review your IRS record and email your refund estimate.
⏳ File your protective claim by July 10, 2026 to preserve your rights while the ruling is on appeal.
A recent federal court case, Kwong v. United States (and the related Abdo v. United States), found that certain IRS penalties and interest assessed during the COVID-19 disaster period (January 20, 2020 – July 10, 2023) may be eligible for refund or abatement — for individual taxpayers and businesses alike. These refunds are not issued automatically — you have to file a claim to preserve your rights.
A single $150 eligibility-review fee gets your claim started — and it's credited toward our 20% success fee. We prepare your Form 843; you sign and mail it to the IRS. The success fee applies only upon receipt of a refund.
You always have the option to handle this on your own. You can access your IRS account, review your transcripts for the applicable years, and prepare IRS Form 843 using available IRS guidance. irs.gov/your-account →
Whether you file as an individual or run a business, if the IRS charged you a late-filing, late-payment, or estimated-tax penalty (or interest on one) between January 20, 2020 and July 10, 2023, you may have a claim.
A single $150 eligibility-review fee gets your IRS transcripts reviewed — and it's credited toward our 20% success fee, which is only charged if the IRS actually issues a refund. Your initial inquiry is free and there's no obligation to proceed.
Get started →Yes. It's based on real federal court cases — Kwong v. United States and the related Abdo v. United States — which found that certain COVID-era IRS penalties and interest may be eligible for refund or abatement. Refunds aren't automatic: you have to file a claim. (See the note below on the IRS appeal.)
Not yet. The IRS has appealed the decision, so the final outcome is still pending. That's exactly why timing matters: filing a protective claim by July 10, 2026 preserves your right to a refund if the ruling stands. If you wait and the deadline passes, you can lose that right regardless of how the appeal turns out.
Protective claims must generally be filed by July 10, 2026 to preserve your rights pending the appeal. Once a claim is filed, IRS processing typically takes a few months. Because the window is fixed, we recommend checking sooner rather than later.
Any taxpayer — individual or business — who paid or was assessed a failure-to-file, failure-to-pay, or estimated-tax penalty (or interest on one) between January 20, 2020 and July 10, 2023. A transcript review confirms whether your specific record has a recoverable amount.
We use view-only access to read your IRS account transcripts over a 256-bit encrypted connection. We cannot change your account, move funds, or take any action without your explicit, signed authorization.
Your initial inquiry is free. If you proceed, there's a single $150 eligibility-review fee to obtain and review your IRS transcripts. We then prepare your Form 843 for you to sign and mail to the IRS. If and when you receive a refund, our success fee is 20% of the amount recovered, with your $150 credited toward it.
Enter your name and email, then authorize us to review your IRS transcripts (we may ask you to sign IRS Form 2848). If you qualify and decide to proceed, we prepare the Form(s) 843 — you simply sign and mail them to the IRS, which currently requires a signed paper form.
Starting your inquiry takes under a minute, and the 20% contingency fee only applies if we recover money for you.
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