Find out what your business tax history may be hiding.

The Tax Refund & Risk Assessment (Business) is a one-time CPA-led review of your IRS business transcript history designed to identify potential missed refunds, penalty relief opportunities, IRS account issues, payroll tax concerns, filing gaps, and business tax risks based on your facts and circumstances.

This is not generic tax preparation. It is a focused CPA assessment designed to help business owners understand whether prior tax history shows opportunities, exposure, or compliance issues that may deserve corrective action.

Who This Is For

This assessment is for business owners, self-employed taxpayers, and entity operators who want a professional second look at their IRS business tax history, especially if your business:

Has paid IRS penalties or interest
Filed business, payroll, or information returns late
Received IRS notices, balance due letters, or collection warnings
Has unresolved payroll tax, income tax, or entity tax issues
Changed CPAs, bookkeepers, or payroll providers
Has concerns about prior-year business filings
Wants to identify possible refund, credit, penalty relief, or compliance cleanup opportunities

What You Get

You receive a CPA-led review of your business IRS tax account history, including, where applicable:

Business filing history review
IRS business account transcript review
Business balance due and payment activity review
Payroll tax account indicators
Penalty and interest review
Potential abatable penalty identification
Missed refund or amended return indicators
Entity-level compliance issue identification
Owner/business tax interaction review
Written findings report with recommended next steps

The goal is to identify potential refund opportunities, penalty relief options, IRS account issues, payroll or entity compliance concerns, and corrective-action items based on available IRS records and business tax history.

COVID-Era Penalty Review: The Kwong Update

The National Taxpayer Advocate warned that most taxpayers needed to file refund claims for certain COVID-period penalties and interest by July 10, 2026 to protect their rights under the developing Kwong decision. That date has passed, and the government's appeal is still pending. For businesses the issue reaches further than a personal return: income tax penalties, employment and excise tax penalties, and some international information return penalties can all be involved. What matters now is what the IRS business account actually shows: whether a protective claim was filed in time, whether penalties or interest remain unpaid and may still support an abatement request, and whether any recent payment still falls inside its own refund window (generally three years from the return or two years from the payment, whichever is later). As part of this assessment, we review your business IRS transcript history for COVID-period penalty and interest activity that may warrant further evaluation, where applicable. Relief is not guaranteed, and eligibility depends on your business facts and IRS account history.

Pricing

This is a paid diagnostic assessment because the value is not simply accessing IRS records. The value is having a CPA interpret your business IRS account history, evaluate potential refund and penalty relief indicators, identify filing or payroll compliance issues, and explain which items may deserve additional action.

Additional entities, multiple EINs, payroll tax periods, complex ownership structures, foreign filings, unresolved IRS disputes, or multi-year cleanup issues may require an expanded scope.

How It Works

Step 1 — Secure Authorization We obtain the necessary authorization to access and review your business IRS tax account information.

Step 2 — Transcript & Account Review We review available IRS business transcript data, filing history, balances, payments, penalties, interest, payroll tax indicators, and account activity.

Step 3 — Refund & Risk Analysis We identify indicators of missed refunds, possible amendment opportunities, abatable penalties, payroll tax exposure, filing gaps, balance issues, and compliance concerns.

Step 4 — CPA Findings Report You receive a written summary of findings, including issues identified, opportunities that may deserve further review, and recommended next steps.

Step 5 — Next-Step Review Where appropriate, we explain whether additional work may be needed, such as amended business returns, payroll tax corrections, refund claims, protective claims, penalty abatement requests, tax resolution, or compliance cleanup.

Technical Explanation

IRS business transcripts can reveal important information that may not be obvious from a copy of a tax return alone. Your business tax account history may show whether required returns were filed, when payments were applied, whether penalties or interest were assessed, whether payroll or entity tax periods remain unresolved, and whether prior-year activity suggests refund potential or compliance exposure.

This assessment reviews those records in context. Potential findings may include refund claim opportunities, incorrect or avoidable penalties, late-filing or late-payment exposure, payroll tax issues, entity filing gaps, unresolved IRS account balances, estimated tax or deposit issues, and items that may interact with amended returns, penalty abatement, collection strategy, entity compliance, or owner-level tax planning.

This assessment does not guarantee a refund, penalty removal, or IRS result. It is designed to identify issues and opportunities based on available IRS records, business tax history, and applicable facts.

Get a CPA-led review of your business IRS tax history before missed opportunities expire or small tax issues become expensive problems.

Start your Tax Refund & Risk Assessment today.