The $975 IRS Surprise: How Our Routine Checks Saved a Client Big Time

Tax Rescue CPA recovered $975 for a client by proactively reviewing their IRS account for overlooked penalties.


Dealing with the IRS is rarely a pleasant experience, especially when penalties for missing deadlines are involved. Many taxpayers simply pay these penalties out of frustration without even considering their options. Recently, we helped a taxpayer recover $975 in penalties and interest that had long since been paid and forgotten. While our client assumed their tax matters were in order, we discovered this opportunity during our routine IRS transcript reviews—a proactive service we provide to all our clients, including prospective ones.

Upon finding these old penalties, we reviewed our client’s compliance history and noted the reasonable cause behind the missed deadlines. We then prepared a detailed abatement request, arguing that the penalties should be removed, and sent it to the IRS. After a brief waiting period, the IRS agreed to abate the entire penalty amount of $912, plus an additional $63 in interest—putting $975 back in our client’s pocket!

This success story highlights the value of having a vigilant CPA who not only manages your taxes but also actively monitors your IRS account to catch issues early, minimizing the pain. At Tax Rescue CPA, we’re committed to being on your side—whether it’s recovering penalties or providing ongoing tax support. If you’re facing IRS concerns or want peace of mind about your tax situation, it pays to work with a CPA who cares.