Did your clients pay penalties and interest during the Covid Years?

The recent tax court case, Kwong vs. US has warranted professional review of transcripts between 2019-2023. 

Recent court decisions involving IRS penalty procedures are prompting many tax professionals to revisit certain penalty assessments from 2019–2023 to determine whether it is appropriate to file for a refund or credit for their client.

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Why Tax Professionals Are Paying Attention

Recent procedural rulings involving IRS penalty assessments have created renewed discussion around:

  • Supervisory approval requirements
  • Assessment procedures
  • Timing and documentation standards
  • Certain penalty assessment protocols

For some taxpayers who paid substantial IRS penalties between 2019 and 2023, these developments may justify additional professional review.

Not every case will warrant further analysis. However, many practitioners believe these developments deserve careful attention when evaluating prior IRS penalty matters.

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Work With Us to Help Your Clients

What Does It Look Like to Work With Us?

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Submit the Form

Submit the electronic form requesting a professional review. Submit documentation or IRS transcripts showing IRS Penalties and Interest charged by the IRS between 2019-2023

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We Determine if We Can Help

Once we review the documents you provide, we will determine if we think we can help your client. We will recommend the next step: to engage them for Penalty Relief. If we do not think they can be helped, we will tell you at this time. 

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Client Engages

The client will pay a one time fee of $1500 or 3 payments of $750 with a 30% contingency fee of the penalty recovered. You receive 20% of the start up cost and 30% of the contingency fee.

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We Monitor for Results

Once all of the documents have been filed, we monitor for results. The process will likely take 12-18 months or longer. We will monitor IRS Transcripts monthly for penalty and interest fees to be abated. Once received, we will notify you and the client.

Ready to Submit a Professional Referral Review?

Complete the Professional Referral Review Form
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“Ben Golden and his team saved me. I highly recommend Ben and his team.”

 Ahmad Hassan

Motivational Speaker | Promoter | Brand Ambassador | Green Expert

Enrolled agent reviewing IRS penalty documentation with professional team

"They clarified confusing and complicated questions about the process, they worked directly with the IRS so we didn't have to, and they maintained constant communication about what was happening. They are professional, kind, and can definitely get your problems solved!"

Ellicia Lanier

Founder/Executive Director at Urban Sprouts Child Development Center

Senior CPA partner consulting on tax resolution strategy

"The entire team was responsive and very kind. When having IRS related troubles, one is quite anxious and worried.... I feel like the weight of the world has been lifted off my shoulders and am so thankful!"

Mandy Tilton

Chief Nursing Officer at U.S. Renal Care 

How We Support Your Referral Review

Submit a Professional Referral Review Request and receive a fact-specific procedural evaluation before engaging your client in penalty relief discussions.

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Preliminary penalty assessment review

We evaluate taxpayer penalty history from 2019–2023 for procedural review appropriateness

Case law and procedural analysis

We analyze whether recent IRS penalty procedure cases may apply to your client's situation

Documentation and transcript evaluation

We review available IRS transcripts, notices, and supporting documentation for procedural issues

Direct professional collaboration

We coordinate directly with you regarding next steps and engagement considerations

Fact-specific eligibility assessment

We provide clear feedback on whether additional procedural review may be appropriate

Expert Enrolled Agent review team

Our Enrolled Agents bring extensive IRS penalty and controversy experience to every review

Confidential and secure review process

All referral information is handled with strict confidentiality and professional standards

Ongoing professional education and support

We support tax professionals nationwide with educational resources and collaborative case insights

Collaborate With Us

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Professional Partnership & IRS Penalty Review

Golden Tax Relief collaborates with tax professionals nationwide to provide specialized procedural analysis and support for complex IRS penalty matters. Our team focuses on fact-specific evaluation of cases involving IRS penalties assessed between 2019 and 2023, particularly in light of recent legal developments such as Kwong v. United States.

We work exclusively with CPAs, Enrolled Agents, and tax practitioners who seek additional professional insight before discussing potential next steps with their clients. Our collaborative approach emphasizes responsible advocacy, thorough documentation review, and adherence to applicable statutes and procedures.

Our referral review process is designed to support your practice by providing preliminary evaluation of situations where additional procedural review may be appropriate. We understand that every case is unique, and we are committed to maintaining professional integrity and clear communication throughout the process. Partner with Golden Tax Relief to better serve your clients facing complex IRS penalty challenges.

Complete the Professional Referral Review Form

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