Tricky facts
Multiple years, multiple entities, payroll issues, or records that do not line up cleanly.
Optional path
Want expert assistance with a possible IRS penalty claim?
If you would rather have someone else review the records, evaluate the opportunity, and guide the filing path, this optional partner route may be the cleanest next step. It is not required, and you can still use the DIY or CPA path if that fits better.
Best fit
Cases that are messy, higher-value, time-sensitive, or just not something you want to navigate alone.
Cost framing
Contingency-based with no upfront cost.
Still optional
You can keep using the site, self-check, or hand the issue to your CPA instead.
When expert help may make sense
Higher-value claims
If the dollars at stake are large enough that missing the window would matter.
Clarity and certainty
If you want someone else to organize the record-gathering and claim process instead of piecing it together yourself.
CPA bandwidth
If your CPA is too busy or the issue feels too theoretical for them to prioritize right now.
Why this partner path may be useful
WonderTrust positions this path as a contingency-based review and filing process built around transcript analysis, claim preparation, and follow-through with experienced tax professionals.
- No upfront cost and no fee unless a recovery is obtained
- Works with experienced tax professionals and attorneys
- Built around reviewing IRS records and preparing the filing path where appropriate
- Backed by Kevin O’Leary / Mr. Wonderful
- Designed to remove friction, cost, and uncertainty from a complicated government-claim process
Technical note: This is still an outside-help path, not a guarantee page. The main point is to help you understand what the WonderTrust route is designed to do before you click through.
What to expect if you continue
1
Share your intake details
You fill out the WonderTrust intake so they can understand the taxpayer, years, and potential issue.
2
Approve transcript access
You authorize transcript access so they or their professionals can review the relevant IRS records.
3
They review the opportunity
Experienced tax professionals analyze the records and determine whether they believe there is a protective-claim path worth pursuing.
4
You review before anything is filed
You review and approve the information before submission.
Technical note: The WonderTrust referral materials reference Form 8821 for transcript-access authorization. That is an information-authorization form, not the same thing as a final claim form.
Ready to continue?
If you want WonderTrust’s review path, continue to their page. If not, stay on-site and keep using the DIY or CPA path.