If the Internal Revenue Service has penalized your pension plan call us today.

We are former IRS agents who may be able to help you through the process.

Many times the IRS sends letter will notice CP 295 informing those of penalties associated with their pension plans. You have different options.

As former IRS agents & managers there were many reasonable causes that can exist when IRS assesses you a penalty on any matter and situation.

We will discuss thoroughly the facts of your case and come up with a definitive plan of action to move forward.

Call us today if you have any questions and let’s see if we can help minimize the penalty damage the IRS may take on your financial life.

The letter will say:

We charged you a penalty on your Form 5500.

What you need to do

• Pay the amount due to avoid additional penalty and interest charges.

However many times penalties can be abated for reasonable cause. When you call us we will walk through your situation and find out if reasonable cause exist and abatement of penalty is warranted.

Answers to common questions

What if I don’t pay the amount by the due date?


Additional penalties and interest will accrue.

Can I request the penalty be removed or reduced?

If you believe we should consider a penalty, mail a signed statement to the address on your notice.

Identify which penalty you want reconsidered and why.

We’ll review the information and let you know in approximately 45 days if we accept your explanation.

As former IRS agents and managers it is best not to do this by yourself because IRS has their best interest in mind  and many times will not abate the penalties and interest.