Scope sheet
finbryn.com
Tax resolution
Penalty abatement request preparation
Penalty abatement request preparation from Finbryn removes IRS failure-to-file, failure-to-pay or failure-to-deposit penalties, through first-time abatement (a clean three-year compliance history) or a reasonable-cause request backed by real documentation. We check transcripts for eligibility and hand the finished request to our enrolled agent or CPA partner to submit under Form 2848.
What is included
- Transcript-based first-time abatement eligibility check
- A reasonable-cause narrative drafted only where the facts support one
- Supporting documentation gathered for whichever ground applies
- The penalty type, tax period, and dollar amount confirmed and cited
- The abatement request prepared for our enrolled agent or CPA partner
- Coordination with any existing installment agreement or collection hold
- The outcome tracked and applied against the account once decided
- A recommendation on appealing a denial, when one applies
The process
- 1.
Pull and read transcripts
We request your account transcript under your Form 2848 authorization and read the actual filing and payment history the IRS has on record, not just the notice you received.
- 2.
Check first-time abatement eligibility
We confirm whether the prior three years show a clean compliance history and the current return is filed, which is the fastest route to relief where it applies.
- 3.
Identify the reasonable-cause ground, if needed
Where first-time abatement does not apply, we identify which specific reasonable-cause ground the actual facts support, illness, disaster, destroyed records, or reliance on bad IRS advice.
- 4.
Gather supporting documentation
We collect the compliance-history summary or the medical, disaster, insurance, or correspondence records the chosen ground requires.
- 5.
Draft and cite the request
We write the request identifying the exact penalty type, tax period, and amount, citing the applicable IRS administrative provision rather than a general fairness appeal.
- 6.
Hand off for submission
Our enrolled agent or CPA partner reviews, submits the request, and represents you on any IRS follow-up under the Form 2848 you signed.
- 7.
Track and apply the outcome
Once the IRS decides, we confirm the penalty was actually removed from the account and, if denied, evaluate whether an appeal is worth pursuing.
Software
IRS Transcript Delivery System, Drake Tax, Adobe Acrobat, QuickBooks Online
Pricing
Penalty abatement preparation is scoped as a standalone engagement once we have reviewed your transcripts and confirmed which ground applies; a first-time abatement request generally costs less to prepare than a multi-year reasonable-cause case with documentation to assemble. See the pricing page for current rates and ask for a scoped quote before work begins.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026