Learn How to Make the IRS Penalties Go Away or Get Retroactive Reinstatement of
Tax-Exempt Status After Revocation
with my Penalty Relief E-book Instant Download
To Order Click the "Buy Now" Button Below
Only$47
Special Review Package
To
order the e-book, letter template AND have me review your letter, click the "Buy Now" Button
Below
Only$197
(When you purchase this Special Review Package for $197 here's what
you get: My Penalty Manual E-book (pdf), plus letter template with sample letters, AND when you finish your letter,
I'll carefully review it and make suggestions on ways you can improve it. In other words, you get everything that
is in the $47 package PLUS my personal review of your letter.) Contact David
McRee, CPA if you have questions.
This
Updated andExpanded Edition
Now Includes aLetter
Template You Can Use
Plus
Full Text of Seven Actual
Letters That Were
Successful in Having Penalties Abated!
Have you received that dreaded letter from the IRS telling you to
pay thousands or tens of thousands of dollars in penalties for filing your organization's Form 990 late?
Pretty scary isn't it? You work hard to do good and help people and this is the reward you get? Don't lose
sleep over it! You can be successful in having the penalties waived by following the instructions
in my Form 990 Penalty Relief Manual e-book.
And now after many requests, I'm including a reasonable cause letter
template you can use to structure your letter. This template is in Microsoft Word format, so you can save
it to your computer, open it, and get started on your letter (after you've read the penalty manual, of
course!)
I'm also including the full text of seven letters that were successful in having IRS penalties
abated for reasonable cause. This is so you can see what a successful letter looks like. You might even find some
parts of the letters that will apply directly to your situation.
Do NOT Send Money to the IRS!
Before you send that check to the IRS, and before you pick up the phone and call them, you need to read my
penalty relief manual on how to get the penalties removed. In this 57 page e-book I am going
to show you, step-by-step, how to easily write a successful "reasonable cause" letter to send to the IRS. If you
know what to say, and how to use the IRS guidelines on what constitutes "reasonable cause"
for filing late, there is a very high likelihood that the IRS will remove the penalties. They do it all the
time for those who know what to say and how to ask for relief.
My Form 990 Penalty Relief Manual
After helping many nonprofits get out of paying ridiculous penalties assessed by the IRS, and after seeing many
nonprofits try and fail to have penalties removed on their own, I decided to write this special Penalty
Relief Manual to teach you how to do it. You can save
hundreds of dollars in CPA fees by doing it yourself. And if you are a CPA, attorney, or other
advisor to nonprofits and find yourself in a position of having to write such a letter (even if the late filing is
your fault), this ebook is for you, so you can serve your clients better, and keep them happy!
What's in the Penalty Relief Manual?
75 pages of
explanations, techniques, special language, laws, and sample letters that I've used successfully many
times.
How the IRS calculates late filing penalties.
What the IRS says about penalty abatement.
What the Law says about penalty abatement.
What to do
immediately when your organization receives a penalty notice from the IRS because the Form
990 was late.
What "reasonable cause" is.
"Mitigating
factors" and how they can save you.
Learn about "events beyond the filer's control.".
How to successfully blame your
CPA or other agent.
How you can show that you acted in
a responsible manner by using the IRS's own language.
Tips from the IRS Penalty Manual.
How, exactly, to analyze your situation, structure your letter and develop your argument.
What to
do if you are a CPA, attorney, or other advisor and your actions caused the late filing.
How to write a reasonable cause explanation to get Retroactive Reinstatement of tax-exempt status.
Other nonprofit penalties that can be removed (abated) for reasonable cause.
Reasonable Cause Letter Template Included
In addition to the e-book, you will also receive a Reasonable Cause Letter
Template that I've developed to help you structure your letter properly. This
template is in Microsoft Word 2003 format. Just save it to your computer, open it and get started
on your letter. It contains lots of suggestions and sample language that you can use (just be sure
to customize it for your specific facts and circumstances). The template can be opened and edited
in any software that can read Microsoft Word files (like OpenOffice).
And Here's What Might Be The Best Part!
Also included in the letter template file are seven complete letters covering a variety of
situations. These are letters that were used successfully to get penalties abated. One of the
successful letters was written by a CPA (using the guidance from my e-book) who missed a filing
deadline for one of his nonprofit clients AND the client had a prior history of late filing!
$29,000 in penalties abated. He was kind enough to let me share his letter in my materials. It's
practically a case study all by itself.
Although you might not find your exact situation in the example letters, you'll still find them
extremely revealing and useful in crafting your own reasonable cause abatement request letter to
the IRS.
CAUTION: Who Should NOT buy this
book:
If you knew that your organization was required to file, and you willfully
neglected your filing responsibilities by deliberately, intentionally, knowingly
refusing to file your Form 990, or 990-EZ, this book is not for you.
If your organization has a history of late filing, or of filing incomplete returns, and if the
IRS has already abated penalties because the organization promised that it won't happen again and
that procedures have been put in place to prevent future non-compliance, the techniques taught in
this book will not be as helpful. It does not mean there is no hope, just that you are in a much
tougher spot and are arguing from a very weak position, unless there are additional circumstances
that can be taken into account to explaing the continued non-compliance.
If the cause of your late filing is related to acts of fraud committed by employees, volunteers,
managers, or directors, you need to contact an attorney first. There are many legal issues involved
where fraud has occurred. This manual does not cover such issues.
This book is for honest people who just made a mistake, or an
oversight, or who just didn't get the darn thing filed for whatever reason. It works even though
your organization may have failed to file for several years prior to 2007. Multiple years'
abatements are not unusual or difficult. However, because of a change in the law, starting with tax
years beginning in 2007 and later, if your organization fails to file a return for three
consecutive years it will AUTOMATICALLY lose its tax-exempt status.
What if your organization
believes its tax-exempt status may have been revoked because it failed to file for three consecutive years?
If the IRS has your correct address, you will receive a notice informing you of the revocation. The IRS says
that an organization can have its tax-exempt status reinstated retroactively to the date of revocation if it
can show that there was "reasonable cause" for the failures to file. Is this the same "reasonable cause"
definition that I use in my book? Will the method I show in this e-book for penalty relief also work for
retroactive reinstatement of exempt status? YES! The IRS has released guidance with Notice 2011-44 on
what it will accept as reasonable cause for retroactive reinstatment. It is the same concept that I use in
this e-book. I have expanded the e-book to specifically deal with making a request for retroactive
reinstatement of tax-exempt status.
This isn't a book of "tricks" known only to me, or special magic secret tactics or any of that hype. It is
simply an organized and effective approach using the provisions of the Internal Revenue Code and other
written guidance from the IRS. It works.
My ebook will help you write a strong argument that will make it easy for the IRS to see how your
circumstances qualify for penalty relief under the law (or retroactive reinstatement, if applicable). One of the
biggest problems I see in penalty abatement letters is that the organization fills the letter with information
about what a wonderful organization it is and how many people it helps every year. The IRS does not care. Such a
letter has a low chance of success.
Once I had a call from a private, nonprofit school in another state. They had received a $20,000
penalty from the IRS for late filing. The school president immediately responded to the IRS saying that the CPA
they had hired to do the annual audit was supposed to have filed the 990, but didn't. The IRS, as usual, denied
their request for penalty relief by saying that it was the organization's responsiblity to file, not the CPA's. In
desperation they searched the internet and found me. I wrote a reasonable cause letter on their behalf, using the
language and approach in this book, and the penalties were abated. The entire $20,000 penalty was
removed. Like I said, it works.
I've been writing penalty abatement letters for my nonprofit clients with great
success for over 12 years. It helps to know how to speak the specialized IRS language. With this
special manual, I teach you the approach I've learned over the last decade.
The citations and language I show you in this report are exactly the same as
what I've used to have many tens of thousands of dollars in penalties removed, even when it seemed
like there was little hope.
As you can see from the emails I've received (below), many nonprofits and their
CPA's have used my book to successfully get relief from large late filing penalties. Now you can
too.
The average person has no idea how to write an effective reasonable cause letter to the IRS. And to
make matters worse, the guidance on the IRS web site is very little help. Be careful with the advice you find when
searching the web. Some of it may be helpful, but much of it is just plain WRONG.
The smart people realize early on that they need help to learn how to explain to the IRS, in the
specific language that the IRS understands and ACCEPTS, that they have a good reason for filing late.
Once I show you how to structure your letter--and what buzzwords to use--you'll find that it's
actually simple to hammer out a letter that will show the IRS that your particular reason for filing late fits
within their definition of reasonable cause, and it will make it
EASY for the IRS to abate your penalties.
It's an INCREDIBLERELIEF to get that letter from the
IRS saying you now owe ZERO!
Just read the unsolicited emails below that I've received from people who have used my Form 990
Penalty Manual (yes, they are real):
Received December 19, 2011
"Dear David,
I was devastated when one of our nonprofit clients received a $30,000 late filing penalty. I did not know how to
handle such penalties and did not know that they can be abated. With the help of your Form 990 Penalty Abatement
e-book I was able to get the entire amount abated. This ebook is full of great and useful information for
nonprofits. Due to the special circumstances of our case, our first abatement attempt was rejected by the IRS. We
contacted you via email and with your help and guidance the second letter completely abated this huge $30,000
penalty. This book is for anybody who deals with IRS penalties as it has basic and detailed information that is
necessary to be successful in removing penalties." ---from L.I., CPA, West Virginia.
Received March 8, 2011
I purchased your publication titled “Form 990 Penalty
Relief Manual” a few months ago, and with the help of your publication, we were able to get $46,600 in failure to
file penalties waived! This entity was formed about 15 years ago and had never filed a
990. We filed the last three years, one on time and 2 late. This was the penalty on 2 years filed
late. (The entity went over the $1mil revenue mark in the second late year, so the penalty max was
higher.)Thanks for your guidance! ---from M.H., a professional
advisor.
Received November 16, 2010
"Dear Mr. McRee,
When I nervously opened the IRS envelope today, I could not believe my eyes! In the amount owed box, this word
appeared in capital letters: NONE!
We owe nothing! Thanks to you and your e-book, the IRS adjusted our penalty of $2156.95 to nothing!
Thank you for your clear, practical and accurate advice. I had previously written the IRS about the penalty.Their
response was the penalty would stand. In researching what in the world to do in the face of their response and
dreading the severe impact the loss of a large amount of money would have on our little non-profit charity, I came
across your website and e-book. I wasn't too sure if a second letter to the IRS about the same penalty would do any
good, but your encouragement gave me a little sliver of hope. I pieced together a letter based on your examples and
verbiage and miracle of all miracles- it worked!
This was the best money I have spent in a long, long time and I highly recommend to others- do not hesitate; buy
this book, follow the advice and I believe you will have a greater opportunity for a successful penalty abatement
too.
Thank you again, Cindy."
Received October 29, 2010
"The IRS dropped all $22,000 in fines! Thank you so much for writing this
informative and well-written book, and thanks for all of your assistance with writing the penalty abatement request
letter -- we could not have done it without you. You really know your stuff, and it's clear that you really care
about helping non-profits. Thanks, David!" - Patrick, Austin TX
Received August 2, 2010
I purchased your book by downloading it. It is a great investment! I used
it to draft a letter for my client who had received a penalty in the amount of $6,000 for not filing their 2007 990
on time. ...Well it worked. They received a waiver for the $6,000 penalty and they are thrilled. So this really
helped them, and I am now the hero...Thank you so much for your invaluable help. Monica
Received June 28, 2010
I am just following up with you on the outcome of the penalty abatement
letter. We received a notice (CP210) abating all penalties! Thank you again for your guidance and assistance in
reviewing my letter. Have a great day! Cindy
Received April 16, 2010
Just wanted to let you know that you can add [our
organization] to your list of satisfied customers who received abatement from the IRS. We just received two letters
notifying us that both penalties have been waived. Can't tell you how much we appreciate your assistance with this.
You were a huge life saver. From Mike K., Treasurer of a youth sports organization.
Received July 16, 2009
Thank you, thank you, thank you.
I received penalty abatements for both clients. Before reading your book, I was about to give up and just pay the
penalties. The oversight that gave rise to the penalty was mine. There was no one else to blame. I couldn't even
blame the stress of the tax season. Your book changed my outlook on the situation and provided me with
everything I needed to write 2 effective penalty removal requests.
One last thank you for the personal advise and email response to my questions. Believe it or not, that alone was
worth the price of the book. From Al.
Received April 2, 2009
Just wanted to let you know I received two letters from the IRS today
abating over $10,000 in penalties. Thanks for your help, the information I received to write the letter requesting
the abatement was extremely valuable. Thanks again. From Mark in NY.
Received August 25, 2008:
" Mr. McRee, thanks to you and your treatise on Form
990 penalty abatement, I've been successful in getting $37,400 in penalties abated! I seem short on
words, but it's a tremendous feeling opening up the letter from the IRS, searching for the Amount You Owe box and
seeing NONE. Let's see $37,400 divided by $37 is about a 1,000 time return on the cost of your book. It's a great service you've
provided for charities like ours. Have a great day. I know I will." from John J.
Note: since this testimonial was received, I've added the letter template
and increased the price from $37 to $47.
Received
March 12, 2008:
"Your site was a life saver! I
worked for cpa firms before and have written these letters before for corp/individuals, but your info was so much
more comprehensive. I have done so many 990s but never had this penalty assessed before as they were always on
time, and was shocked at the amount. Wow, you learn something new every day…"
from the Treasurer of a Parent Teacher Association
Received
October 29, 2008:
"Before I
purchased your "IRS Form 990 Penalty Abatement" I wrote what I believed was a reasonable letter to have the penalty
abated. It was rejected. I incorporated some of the language you spell out and it was abated. My client is very
happy with the results and I am both very happy and impressed. This is my most cost effective purchase EVER! Thanks, Donald V., CPA
NYC
Received February 20,
2009:
First of all I want to thank
you. I just talked to the IRS today and they have abated penalties for 2005 and 2006!!!!!!!!!! 2007 is under review
and should also be abated. Your book was wonderful and really helped me with the correct language. It was
the best $37 dollars our organization has ever
spent.
Thank you very much for your advice. You have been very
helpful to our organization. You really do provide a useful service to people who need it very much. I hope you
understand what that means to organizations like us. From Steve, a professional advisor involved with a tax-exempt
organization.
Would You Spend $47 to Save
$1,000?
How about to save $4,000 or more?
How much is YOUR penalty?
Buy & download the Penalty Relief Manual e-book now for only $47.00 (Adobe PDF file) and you'll also get a letter template to help you structure your
letter along with seven example letters that actually were successful.
The e-book & letter template download links will be emailed to the email address you
specify.
E-Book, Template & Letters Only
To order the e-book and letter template, click the "Buy Now" Button Below
Only$47
Special Review Package
To
order the e-book, letter template AND have me review your letter, click the "Buy Now" Button
Below
Only$197
(When you purchase this Special Review Package for $197 here's what
you get: My Penalty Manual E-book (pdf), plus letter template with sample letters, AND when you finish your letter,
I'll carefully review it and make suggestions on ways you can improve it. In other words, you get everything that
is in the $47 package PLUS my personal review of your letter.) Contact David
McRee, CPA if you have questions.
Note: If you purchase
the Review Package, please allow 5 working days for me to carefully review your letter after you send it to
me. Expect to correspond with me by email or phone and to possibly provide me with additional facts regarding
your situation. This is a very personalized review. I want your letter to be
successful.
Letter Review: When you purchase the e-book, letter template AND a review
for only $197, you can email your letter to me once you've completed it. I'll review it very carefully and make
suggestions regarding ways to improve it. I'll ask questions to clarify your explanation, but will not "audit" your
factual statements or ask for proof of anything. I'll scrutinize your letter just like the IRS will. Rarely do I
see a letter than I cannot improve on. However I do see many letters that are doomed to failure, usually because of
lack of effort or writing ability. Won't you feel better knowing that a person with experience has reviewed your
letter before you mail it to the IRS?
Note: your payment will go to my PayPal account will appear on your credit card statement as
"Paypal*David McRee".
You do NOT need to have a PayPal account to pay me with your credit or debit
card.
This is a SECURE transaction through PayPal. I never have access to
your credit card information.
My Guarantee to you:
If you are not satisfied with this book and letter template I will refund
your money. You have 30 days from the date you order the book to use it to write your penalty abatement letter. If
the book is not helpful to you, just send me an email within 30 days requesting a refund and I will refund your
money. Note: I do not guarantee that the IRS will abate your penalties, just that this book
will help you write a letter that is better than what you could have written without it. I have no control over the
IRS.
IMPORTANT: How You Will Receive the E-Book, After Ordering
Immediately after purchasing, your order confirmation page will have a button that says
"Complete Transaction" which will take you directly to the download page. READ THE SCREEN CAREFULLY or you may
not see the "Complete Transaction" button. You will also receive an email (almost instantly) that confirms your
purchase and contains a link to the download page. So that is 2 ways to download the book and template files.
Be sure to use a valid email address or you will not
receive the download links! If you are paying with your PayPal account, be sure that the email address associated
with your PayPal account is still valid. If you pay with an e-check, you will not receive the download link until
the check clears, which may be several days.
If you did not see the download link on the confirmation page, and you did not receive an
email with a link to the download after you paid, it may be because you gave an invalid email address. Just contact
me and provide me with a good email address and I'll send a copy of the book to you. It may take a few hours to get
the book this way, because I may be out of the office. Give a good email address to start with and you will receive
the link almost immediately.