A recent federal court case, Kwong v. United States, may impact certain taxpayers who paid IRS penalties and interest during periods affected by federally declared disasters.

Our Kwong Protective Claim Review is designed to help determine whether filing a protective claim may be appropriate based on your individual circumstances.

This service includes:

IRS transcript review
Preliminary eligibility assessment
Review of applicable filing and payment history
Analysis of penalties and interest paid
Protective claim preparation (if appropriate)
Filing instructions and next-step guidance

Important Disclaimer:

The review fee covers professional analysis and preparation services only. Filing a protective claim does not guarantee a refund, refund approval, penalty abatement, or any favorable outcome.

Eligibility depends on individual facts and circumstances, applicable statutes of limitation, future court decisions, and IRS guidance. The IRS may deny any claim submitted.

Payment of this fee does not establish an ongoing tax representation agreement and does not include audit representation, tax controversy services, litigation support, or legal advice.

By purchasing this service, you acknowledge that no refund, outcome, or tax benefit has been promised or guaranteed.