A recent federal court decision (Kwong v. United States) may create an opportunity for certain businesses and individuals to seek refunds of IRS penalties and interest tied to COVID-era deadlines.
July 10, 2026 is the key protective-claim deadline being used for many taxpayers. The exact deadline may vary depending on filing date, payment date, tax period, and IRS account history.
Because penalties and interest only accrue after a deadline passes, various tax practitioners believe the ruling could be interpreted to argue that certain penalties and interest charged by the IRS during this period were improper. The ruling may apply to businesses, self-employed individuals, and personal tax filers.
If you or your business paid IRS penalties or interest for deadlines during tax years 2020–2023, you may be eligible:
Submit your information and with your authorization (Form 2848 — Power of Attorney), our licensed EA reviews your IRS account to determine if you were charged penalties or interest that may have been improper and could be refundable.
If a potential opportunity is identified, we analyze your IRS records, determine the appropriate protective claim, and prepare the necessary filings. You review and approve all information before submission.
Your protective claim is submitted and we coordinate tracking and updates with the IRS. Our fee is only due upon a successful recovery.
Fill out the form below to start your free eligibility review. We will prepare an IRS Form 2848 (Power of Attorney) for your electronic signature.