Explore How We Can Help You
Who We Are
Our Agency is a specialized consulting, data collection, and processing company that helps small to medium sized businesses claim incentives, credits, and rebates. We run a free summary analysis to show if there is money owed back to a company from federal and state agencies.
This money is not a loan or grant, and the company can use it for any purpose it sees fit because it's money that the company has unnecessarily paid in or not claimed.
Over 90% of Businesses don't understand how the programs work and that's no fault of theirs. Too many believe the benefit is only for the Fortune 500 but that's a lie and we're here to help companies learn.
What We Do
We work with you to understand your entitlements and how to take advantage of them. We'll ask you a series of questions to better understand your business, gather all the proper documentation needed to run a comprehensive summary analysis so you can claim the most money possible.
There are more than 7,000 federal, state and local credits and incentives and it takes a specialized team of professionals to handle the task. We love working with CPA's and Accountants that are in business to help their customers and welcome the relationship to move companies forward.
Tax Credits
Incentives, Credits, and Rebates are in place to provide a benefit in lowering effective tax rates, help generate a cash flow, and they are a dollar-for-dollar reduction of your income tax liability.
We can go back three years to claim the money that's owed to you!
You can claim up to three years back, however, once you file your current years taxes that fourth year back drops off forever and you've just thrown away the potential of thousands of dollars that could have been in you pocket. If business partners are involved but some aren't ready to move forward, each partner has the opportunity to claim their own money.
Information & Qualifications
The Employee Retention Tax Credit (ERTC) - is an amazing program that is part of the CARES Act of 2020. It allows companies to receive a per employee stimulus funding based on earnings. The Taxpayer Certainty and Disaster Tax Relief Act of 2020, enacted December 27, 2020, amended and extended the employee retention credit (and the availability of certain advance payments of the tax credits) under section 2301 of the CARES Act until June 30, 2021. The American Rescue Plan Act, enacted March 11, 2021, added section 3134 to the Internal Revenue Code to amend and extend the employee retention credit (and the availability of certain advance payments of the tax credits) to December 31, 2021.
This is Not a Loan
Use Money how you Want
Treasury Check comes directly to You
Can also have taken a PPP1, PPP2 loan
Example of potential claim: A company with 12 fully qualified employees
12 X $26,000 = $312,000 claim back to the company by US Treasury checks sent directly to you!
A Few Basic Qualifiers
Employers that pay by W2 Businesses with under 100 employees for the 2020 credit and under 500 employees for the 2021 credit (schedule a call to understand the differences and how the 2020 100 employee range can be maximized over that number) For-Profit AND Non-Profit companies/organizations 2 - 500 Employees (we currently don't count ownership and immediate family employee status due to gray area in guidelines and we don't want you penalized for it)
Newly established businesses (from February 15, 2020 forward) can claim the ERTC for 2021 Q3 and Q4, if they haven't had gross receipts over $1,000,000 in the calendar year. (schedule a call for clarification)
Hurdles to Watch out for
We all like to save a buck when we can, but this isn't the time or place to save by trying to read and comprehend tax jargon to fill yourself. You've got one shot at getting things correct or the IRS will deny your claim which may be worth tens of thousands of dollars to you. If you don't use our Agency, please use a professional that has successfully filed ERTC claims already. You might have a great CPA or Accountant that you've been with for years but if they haven't gotten you money with this program by now, chances are they don't fully understand how. We've worked with business owners that were told by their CPA they did not qualify, but fortunately for them they allowed us to look at their documents and qualified for THOUSANDS. We're not taking the place of your CPA, on the contrary, we're trying to work with them to help you claim the maximum amount you're entitled to because we are the specialists at what we do.
How Our Process Works
Contact us so we can talk to you about your company, activity, and how Covid hindered your business. This should only take about 15 minutes.
If you have the qualifications needed, we will request the proper documents from you to start your file and calculations. (941's, Employee Payroll reports, and Gross Revenue Receipts)
We will get back to you in 2-3 days with a claim amount.
We will send you a client agreement that lays out fees and services. We will
Certify all paperwork, submit it to IRS for acceptance, and Treasury checks are mailed directly to you.
CLAIMS OF SOME OF OUR HAPPY CLIENTS
Fine Dining Restaurant
$243,622.00
Optometrist
$127,911.00
Fine Dining Restaurant
$243,622.00
Optometrist
$127,911.00
Staffing Agency
$1,201,063.00
Nail Salon
$32,587.00
Staffing Agency
$1,201,063.00
Nail Salon
$32,587.00
Attorney Office
$111,103.00
Pizza Location
$155,809.00
$111,103.00
Pizza Location
$155,809.00
