Determine your refund eligiblity in 3 steps
Three steps. Two minutes. We handle the paperwork.
Verify Your Eligibility
Take a few moments to complete our screening and find out if you are entitled to a refund.
Secure Transcript Access
Authorize us to review your IRS transcripts securely. We cannot change any of your records.
Receive Your Estimate
We'll identify the most efficient refund method and provide you with an estimate and the next steps.
This isn't a loophole. It's a court ruling.
Two independent federal courts found the IRS had no legal authority to charge these penalties and interest.
Why the IRS may owe you money
When the pandemic hit, the IRS declared a nationwide disaster — which legally paused filing deadlines. But their systems kept issuing late-filing and late-payment penalties and interest as if nothing had changed.
In two separate cases, federal judges ruled that the IRS lacked the legal authority to assess certain penalties and interest during an active disaster declaration. While the IRS has already issued refunds to a portion of affected taxpayers, millions more who were charged under the same circumstances have yet to receive any relief.
A formal claim is required to request your refund.
Abdo v. Commissioner (2024)?
U.S. Tax Court — IRS penalties ruled invalid during disaster declaration
Kwong v. United States (2025)
Federal court — independently confirmed IRS lacked authority to assess penalties
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For help or advice with any of your business or personal tax needs, call us at (410) 497-5947 or fill out our contact form to schedule a confidential consultation.
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Frequently asked questions
We hope this section will answer any questions you have about the penalty/interest refunds or the submission process.
Checking your eligibility is completely free. If we secure a refund for you, we will charge a minor fee or a percentage of the recovered amount. We provide full transparency regarding fees before any submission, and you have the right to decline. Furthermore, if no refund is recovered, you will not owe us anything.
If you are checking on a business-related refund, select "business." If you are checking on a personal refund, select "individual." If you are checking on both, select "both." These details help our team find the fastest path to your refund.
Yes. This initiative is rooted in two distinct federal court rulings—Abdo v. Commissioner (2024) and Kwong v. United States (2025). In these cases, the courts determined that the IRS lacked the legal authority to assess interest and penalties during the COVID-19 pandemic. To facilitate your refund submission, we utilize trusted tax technologies like Easaly AI and PenaltyBack. Easaly AI was established by experts in tax law and fintech, while PenaltyBack is powered by TaxNow, an authorized provider of IRS tax data.
To access your federal tax records as permitted by law, we must verify your identity. You will be asked to provide a photo of a government-issued ID (such as a driver's license or passport) and a matching selfie to ensure your information remains secure.
Absolutely. We use 256-bit encryption and Persona identity verification—the same security standards trusted by major financial institutions. We also have a strict policy against selling or sharing your information with third parties.
Because the refund process varies based on several factors, your income level helps us determine the specific documentation required for your submission. This allows our team to identify the most effective strategy for securing your refund.
These refunds are based on two independent federal court rulings — Abdo v. Commissioner (2024) and Kwong v. United States (2025). In these cases, judges determined that the IRS lacked the legal authority to assess penalties and interest during the COVID disaster declaration. As such, the IRS is required to return those funds to eligible taxpayers. To facilitate your refund, we will submit IRS Form 843, the same standard procedure used by tax attorneys representing clients.
If the IRS rejects your claim, you have the option to appeal the decision. Your denial notice will outline the available steps, and our support team will be ready to help you through the process.