Case Study: First-Time Abatement secures $16,575 penalty relief for Brooke Bagelmeister with Canopy

First-Time Abatement - Customer Case Study

Brooke Bagelmeister, a normally diligent taxpayer, missed filing her return after a month‑long backpacking trip to China and returned to an IRS notice in October. canopy provided a First‑Time Abatement case study and accompanying resources (including a cheat‑sheet/infographic) explaining eligibility and the rules for abating Failure to File and Failure to Pay penalties.

Using canopy’s First‑Time Abatement guidance and the assistance of a tax professional, Brooke hastily filed and paid $65,000 within days and qualified for First‑Time Abatement, resulting in the removal of an estimated $16,575 in penalties; her only financial penalty remaining was roughly $1,200 in interest.