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Terms of Service

These terms govern your purchase and use of the COVID-Era IRS Penalty & Interest Review and related services from Kohari Gonzalez Oneyear & Brown, CPAs & Advisors ("KGOB," "we," "us").

Last updated · June 17, 2026·Governing law · State of North Carolina, USA
On this page
1. The services 2. Engagement & scope 3. Fees & payment 4. Refunds & disputes 5. Your responsibilities 6. Data & authorization 7. No guarantee of outcome 8. Limitation of liability 9. Governing law & disputes 10. Electronic acceptance 11. General provisions 12. Contact

By purchasing or using our services, you agree to these Terms of Service and to our Refund & Dispute Policy. Please read them carefully before completing payment. If you do not agree, do not purchase the service.

1. The services

KGOB offers a two-stage professional service related to penalties and interest the IRS assessed during the COVID-era deadline-postponement window:

  • Step One — The Review ($295). A CPA examines your IRS account for the relevant tax years and prepares a written, line-by-line summary of the penalties and interest charged during the COVID window and what may be recoverable.
  • Step Two — Protective Claim Package ($295 per tax year, optional). For any year you choose to pursue, we prepare a protective refund claim (IRS Form 843) ready for filing.
  • Optional add-ons. IRS record retrieval (+$95) and claim mailing (+$25 per package), as elected at checkout.

2. Engagement & scope

Your engagement is limited to the specific service you purchase. The Review is a professional analysis and deliverable; it does not by itself file anything with the IRS or commit you to filing. Preparing or filing a claim is a separate, optional step you must elect. Nothing in these terms creates an attorney-client relationship, and the services are not legal advice.

3. Fees & payment

Fees are stated in U.S. dollars and are charged at the time of purchase through our third-party payment processor, Stripe. By submitting payment you authorize us and Stripe to charge your selected payment method for the amount shown at checkout, including any optional add-ons you elect.

You represent that you are authorized to use the payment method provided and that the billing information you supply is accurate. Payment processing is also subject to Stripe's applicable terms.

4. Refunds & disputes

The fee paid for the Review covers professional CPA work that begins promptly after purchase. Because that work is performed specifically for you, fees for work already performed are non-refundable, and you agree to raise any billing concern with us directly before initiating a chargeback or payment dispute. The complete terms, including limited exceptions and your non-waivable rights under North Carolina law, are set out in our Refund & Dispute Policy, which is incorporated into these terms by reference.

5. Your responsibilities

  • Provide accurate, complete, and timely information, including identifying details and tax records we request.
  • Promptly review and respond to requests from your assigned CPA so deadlines are not missed.
  • Make your own decision about whether to file any prepared claim; you are responsible for signing and submitting filings unless you elect our mailing option.
  • Understand that filing deadlines are set by law and are not within KGOB's control.

6. Data & authorization

To perform the services we collect identifying and tax information, which may include your Social Security Number (SSN), Employer Identification Number (EIN), or Individual Taxpayer Identification Number (ITIN), and your IRS account transcript report. Where you ask us to retrieve records on your behalf, you authorize that retrieval by signing the appropriate IRS authorization (Form 8821 or Form 2848). We handle your information as described on our Data Collection & Validation page; data is encrypted in transit and at rest and is accessible only to your assigned CPA team.

7. No guarantee of outcome

The legal basis for these claims, Kwong v. United States (U.S. Court of Federal Claims, 2025), is currently on appeal. KGOB does not and cannot guarantee any refund, abatement, or specific dollar amount. A protective claim is filed to preserve your right to a potential refund while the matter is resolved. Eligibility, recoverable amounts, and deadlines depend on your individual circumstances and your IRS account records.

8. Limitation of liability

To the fullest extent permitted by law, KGOB's total liability arising out of or related to the services is limited to the fees you paid for the specific service giving rise to the claim. KGOB is not liable for indirect, incidental, or consequential damages, or for outcomes determined by the IRS or the courts. Nothing in these terms limits any liability that cannot be limited under applicable law.

9. Governing law & dispute resolution

These terms are governed by the laws of the State of North Carolina, without regard to its conflict-of-laws rules. Before commencing any formal proceeding, you agree to first contact us at connect@kgob.com and allow at least 30 days for good-faith resolution, as further described in our Refund & Dispute Policy. Any dispute not resolved that way shall be subject to the exclusive jurisdiction of the state and federal courts located in North Carolina, and you consent to venue there. Each party is responsible for its own costs except as a court may otherwise award.

10. Electronic acceptance & communications

By checking the acknowledgment boxes at checkout and completing payment, you intend to be legally bound by these terms and the Refund & Dispute Policy, and you consent to transact electronically. Your electronic acknowledgment has the same effect as a handwritten signature. You agree that we may provide your engagement letter, notices, and other communications electronically to the email address on your account, and that such communications satisfy any requirement that they be in writing.

11. General provisions

Entire agreement

These terms, together with the Refund & Dispute Policy, your checkout acknowledgments, and any engagement letter, constitute the entire agreement between you and KGOB regarding the services and supersede any prior understanding.

Severability

If any provision is found unenforceable, it will be limited or severed to the minimum extent necessary, and the remaining provisions will remain in full force and effect.

No waiver

Our failure to enforce any provision is not a waiver of our right to enforce it later. Any waiver must be in writing to be effective.

Assignment

You may not assign or transfer these terms without our written consent. We may assign them to a successor in connection with a merger, acquisition, or sale of assets.

Indemnification

You agree to indemnify and hold KGOB harmless from claims, losses, or expenses arising from information you provide that is inaccurate or incomplete, or from your misuse of the services, to the extent permitted by law.

Force majeure

KGOB is not liable for delays or failures caused by events beyond its reasonable control, including acts of government, IRS processing delays, outages, or other force-majeure events.

Survival

Provisions that by their nature should survive termination — including fees, no-guarantee, limitation of liability, indemnification, and governing law — survive completion or termination of the services.

Modifications

We may update these terms; changes apply to purchases made after the "last updated" date. Your continued use of the services after an update constitutes acceptance of the revised terms.

12. Contact

Questions about these terms? Contact KGOB at connect@kgob.com. The "last updated" date above reflects the current version.

Read the Refund & Dispute Policy →
Kohari Gonzalez Oneyear & Brown

KGOB is a licensed CPA firm. This page is informational and is not legal or tax advice. Potential refund claims are based on Kwong v. United States (U.S. Court of Federal Claims, 2025), which is currently on appeal; a refund or abatement is not guaranteed.

© 2026 Kohari Gonzalez Oneyear & Brown. All rights reserved. Terms of Service · v1