Monthly Success Story: June 2026
Success Story: Same-Day First-Time Abatement Secured for B.H. (2023)
We’re proud to share another standout win that demonstrates the power of skilled IRS representation and deep procedural knowledge.
Today, our firm achieved a same-day First-Time Penalty Abatement for our client, B.H., for tax year 2023—even though the return was filed two years late and we received authorization to represent the client only this morning.
Once the signed Form 2848 arrived, we immediately contacted the IRS. The representative assisting us was relatively new and initially attempted to locate any compliance issue that would disqualify the taxpayer from First-Time Abatement.
After a thorough, point-by-point review of the transcripts and IRS criteria, we demonstrated that the taxpayer fully met the FTA (First-Time Abatement) requirements. With no remaining grounds to deny the request, the representative approved the abatement on the spot.
Penalties Successfully Abated
- $2,103.30 – Failure-to-File
- $1,168.50 – Failure-to-Pay
Total Penalties Eliminated: $3,271.80
- Accurate transcript interpretation
- Mastery of IRS abatement rules
- Confident advocacy, even when the IRS representative is hesitant
- Immediate action the moment representation is authorized
The IRS will issue a formal confirmation letter within 7–10 days, but the abatement is already fully processed and reflected on the account.
For CPAs and tax professionals, this case is a powerful reminder:
When representation is handled by someone who knows the IRS system inside and out, even late filings and skeptical agents can turn into same-day success stories.