Not legal or tax advice
The information on this website — articles, the refund calculator, FAQs, templates, and downloadable resources — is provided for general informational purposes only. It is not legal advice, tax advice, or accounting advice. It is not a substitute for advice from a qualified professional retained for your specific facts.
No information on this website should be relied upon to make decisions about an individual tax matter without consulting a qualified representative. Tax law changes frequently and the application of the law depends on the specific facts of your case.
No attorney-client relationship
Visiting this website, using the refund calculator, submitting an inquiry, or otherwise communicating with the firm does not create an attorney-client relationship, an accountant-client privilege, or a federally-authorized tax practitioner relationship under IRC §7525. A representation relationship is established only by an executed engagement letter between you and the firm.
Circular 230 notice
The firm and its representatives are subject to IRS Circular 230 governing practice before the Internal Revenue Service. Communications between you and the firm regarding federal tax matters, once a representation engagement is in place, are subject to Circular 230 standards of practice — including §10.21 (knowledge of client's omission), §10.22 (diligence as to accuracy), §10.34 (standards for tax returns), and §10.37 (requirements for written advice).
This website is not intended as a covered opinion under Circular 230 §10.35 or as written advice that may be relied upon to avoid tax penalties. Any tax information presented is general in nature and is not addressed to any specific taxpayer's situation.
Results not guaranteed
The refund calculator returns an estimate based on the inputs provided and on general assumptions about the IRS's typical handling of penalty abatement requests. The estimate is not a guarantee of recovery. Whether the IRS grants an abatement depends on the specific facts of your case, the substantiation provided, the applicable IRC sections, and the discretion of the reviewing IRS examiner. Past results discussed on this website do not guarantee future outcomes.
Even where eligibility is clear, the IRS can deny or partially deny abatement requests. The firm does not warrant or guarantee any particular outcome in any representation engagement.
Contingency-fee disclosure
The firm operates on a contingency-fee basis: the firm's compensation depends on whether and how much the IRS refunds. The specific fee percentage and the events that trigger payment are set out in the engagement letter that the client signs before representation begins. Contingency-fee arrangements for representation before the IRS are governed by Circular 230 §10.27, which limits when contingency fees are permissible.
Tax-representation advertising
This website is an advertisement for tax-representation services. Statements about the firm's experience, success rate, recovery totals, and typical case timelines are general representations of the firm's practice; individual results vary. The firm complies with the advertising rules of Circular 230 §10.30 and any applicable state rules of professional conduct.
Testimonials and case studies, where presented, are based on actual engagements but are edited for privacy and length. They are illustrative; they are not guarantees that similar results will be achieved for any individual client.
Confidentiality limitations
Communications with the firm before a representation engagement is established are not privileged. Information you submit through the website, the calculator, or general inquiries should not be considered confidential in the sense of an attorney-client or §7525 privilege. Privileged communication arises only after an engagement letter is in place and is limited to the scope of representation.
State-by-state variation
Tax-representation rules and the privileges associated with them vary by state. The named representatives in Nelson Andries Tax LLC dba Master Plan Bookkeeping are authorized to practice before the IRS in all 50 states under federal authority. State-specific legal advice — including matters under a state department of revenue — may require licensure separate from the IRS representation authority.
Third-party references
References to court decisions (including Kwong v. United States), IRS publications, Internal Revenue Manual sections, and Treasury Regulations are made for informational purposes. We do not represent ourselves as counsel of record in those matters and do not warrant that the cited authorities remain current after publication of this content.
Updates
These disclaimers may be updated from time to time. The version posted on this page is the version in effect. Continued use of the website constitutes acceptance.
Contact
Questions about these disclaimers or about whether your situation requires individual advice: covidrefund@masterplanbookkeeping.com · (214) 945-4793.