Nonprofit Tax Help/Letter Review Service (Includes Penalty Manual, Example Letters, Phone Consult and Video Instructions)

  • $399

Letter Review Service (Includes Penalty Manual, Example Letters, Phone Consult and Video Instructions)

With this service I will personally review your abatement request letter before you mail it to the IRS. Of course you also receive a copy of the penalty manual, example letters, and a 30 minute phone consult.

Letter Review Service - How I can help you.

 Writing a letter to the IRS is intimidating, particularly when thousands of dollars is on the line. By following my methodology, you have a very high probability of success. 

Any time you write something important, it's always a good idea to have someone proof-read the document and offer feedback. I'm offering you my many years of experience writing penalty abatement requests to the IRS on behalf of nonprofits in every state of the USA.

During my review I'll examine the merits of your argument and whether you've made a case for abatement consistent with what the IRS normally will accept. I'll make sure all necessary elements are present in your letter, and I'll consider whether you've made any statements that may raise additional questions or cause doubts in the mind of the IRS employee evaluating your request for abatement. 

I'll provide you with written review notes and suggestions for ways to improve your chances of success. I may provide you with additional language to include. I may ask certain questions during the review process to clarify the facts and circumstances, however, I will not verify or "audit" information you give me or statements you make.

By having me review your letter you can be sure you've done everything possible to increase your chance of having your penalties removed.

Penalty Abatement Course Contents

Form 990 Penalty Abatement Manual (PDF)

This detailed manual will make you an expert on showing the IRS that there was a reasonable cause for being late. It's important to familiarize yourself with the penalty abatement process before writing your letter!
Form 990 Penalty Abatement Manual Fifth Edition June 2021.pdf

Example Abatement Letters and Letter Template in Various File Formats

In addition to a template you can use to organize your letter to the IRS, this file contains exact copies (with names changed to protect client confidentiality) of letters that were successful in having penalties abated. The files are available in the following formats: docx, doc, odt, and rtf.  They are in text format so you can "borrow" language from the letters that are similar to your situation. Of course you must change the details and exact circumstances to fit your exact fact pattern.
template letters September 2019 MS WORD.docx
template letters September 2019 Word 97-2003.doc
template letters September 2019 opendocument text.odt
template letters September 2019 Rich Text Format.rtf

Video Instruction

By watching these videos you will learn exactly what the IRS will accept as a "reasonable cause" for being late. You'll be surprised at how broad the definition can be and what can be shoehorned into a good excuse. You'll also learn my tried and true approach for gathering and organizing relevant facts, and structuring your letter. Most, if not all of your questions will be answered in the videos.
What is Reasonable Cause (video webinar 47 minutes)
What is Reasonable Cause (PDF of slides with video time stamps for reference)
Drafting Your Letter (Video Webinar)

Education, Training, and Solutions for Nonprofits

David McRee, CPA has been helping nonprofit organizations apply for tax-exempt status, meet their government filing obligations, and get out of trouble with the IRS for over 24 years. As economic conditions have shifted in recent years, he has seen a tremendous increase in demand for training for those individuals wanting to "do-it-themselves" rather than hire a professional. He is committed to providing accurate, easy-to-understand instruction to nonprofit officers, directors, volunteers, CPA's and to other professional advisors serving nonprofits. 
 Florida CPA License #AC0031324.