ERC Claim Preparation
Kept employees during the pandemic but have not yet claimed ERC? It is not too late to see if you qualify to claim a payroll tax refund.
Since its inception, the ERC program has been difficult to understand, and the IRS has struggled to provide consistent, reliable guidance. The ERC was created by Congress to aid businesses in surviving and recovering from the financial stress created by pandemic-era government. We’re here to help, regardless of what stage your ERC claim may (or may not) be in.
The Employee Retention Credit (ERC) is a payroll tax refund from the United States Treasury Department applicable to businesses who kept employees on payroll during the pandemic. The deadline to claim ERC for payroll taxes paid in 2021 is April 15, 2025.
A qualified tax professional with demonstrated ERC claim preparation expertise will work with you to identify, calculate, and document your ERC payroll refund and ensure that your payroll refund meets IRS eligibility requirements.
How to claim ERC
Here’s how the process to claim your payroll refund works:
Interview
Your tax professional will guide you through a thirty minute working session and then request certain documents be provided through a secure portal. We then identify, analyze, calculate, and document the ERC payroll refund amount you are eligible to receive from the IRS.
Amend Returns
To receive your payroll refund you must first file amended payroll tax returns. Your tax professional will help prepare the documentation required for you to file your Adjusted Employer’s Quarterly Federal Tax Returns (Forms 941-X) for those quarters where you qualify to claim ERC.
IRS Refund Check
You will receive payment directly from the IRS. The IRS will mail paper checks for each of your ERC claims to the address they have for you on file. We get paid after you receive your ERC payroll refund.
Peace of Mind
Our business was founded to help review, remediate, and defend existing ERC claims. That is our primary business. We will be here if you need us.
Claim. Protect. Defend. Collect.
Keep your ERC Payroll Refund.
We help taxpayers prepare ERC claims. Our primary mission however is to protect and defend ERC program eligibility rights for businesses impacted by the pandemic. That is, we spend most of our time working with taxpayers that have already claimed their ERC but now need an independent review of their claim, assistance upgrading / creating / remediating workpapers, or preparing strategies and written responses to IRS audit requests.
Since its inception, the ERC program has been difficult to understand, and the IRS has struggled to provide consistent, reliable guidance. The ERC was created by Congress to aid businesses in surviving and recovering from the financial stress created by pandemic-era government. We’re here to help, regardless the stage of your ERC claim.
ERC Claim Reviews
Many taxpayers have ERC questions regarding eligibility, withdrawing an ERC claim, the ERC Voluntary Disclosure Program, recordkeeping and scams.
We examine ERC claim documentation and calculations prepared to claim benefits under the laws and regulations governing the ERC.
Isn’t it better to know whether you may have a problem or not?
ERC Claim Remediation
After completing an ERC Claim Review, additional steps may be required to reasonably claim benefits under the laws and regulations governing the ERC program.
That’s ok. We can help. We help taxpayers compile audit-ready workpapers to support their ERC claims (even if they were prepared by someone else).
ERC Claim Defense
Proposed legislation extends the IRS audit period for ERC claims to six years.
Taxpayers seeking to avoid the hassle and expense of locating and hiring experts to defend ERC claims can proactively arrange for IRS representation and defense services. Focus on operating your businesses instead of your ERC claim. Never face the IRS alone.
ERC Claim Collection
The IRS has a backlog of over one million ERC claims. The IRS Commissioner asked Congress for more time to resume processing. Taxpayers, however, do have options other than waiting.
We can help accelerate the ERC claim collection process.