By phone
Business hours: Monday–Friday, [hours pending]. Voicemail and after-hours calls returned within one business day.
By email
covidrefund@masterplanbookkeeping.com,jdsutherland1@gmail.com
For COVID-era penalty refund inquiries. All client communication is encrypted and confidential. We do not share information with third parties.
By mail
[Firm Address pending]
What to expect
The fastest path to a refund estimate is the calculator. Within one business day of submission, you'll receive an email with your case-specific estimate based on your IRS transcripts. From there, you can choose to proceed or not — there is no obligation, and there is no upfront cost.