We are a diverse group of finance professionals. Our partners include CPA’s, Financial Planners, Tax Lawyers and Consultants.

ERC Credit Analysis and Filing

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Succession/Continuation planning

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Company strategy

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How we work

Our fee structure is based on minimums and the amount of ERC tax credits you qualify for. The higher that value of the qualified ERC the lower we charge. This ensures that our clients interests are priority and not that of our employees.


The Employee Retention Credit (ERC) was authorized under the CARES Act and encourages businesses to keep employees on the payroll.

Paycheck Protection Program recipients are now eligible

The ERC was not widely used until March 2021, when updated IRS regulations made this type of COVID-19 Relief more accessible. In short: thousands of businesses who once picked between the Paycheck Protection Program (PPP) and ERC can now probably use both stimulus programs, by amending their quarterly Form(s) 941 payroll returns.

Need Additional Information?
Remember to pay special attention to Notice 2021-20. The official IRS FAQ Site can be found by clicking below.

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Refunds Happening Daily
We have already helped clients receive millions of dollars of ERC stimulus funds.

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Real Professionals Work Here
Our team of accounting pros from Huntersville, NC will touch every client's file.

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ERC Process

We view ERC as a tool for companies to use IF they qualify. Avoid ERC “firms” that charge flat fees of 20% or greater as they are more inclined to “maximize” your return to maximize their payout. They seldom act in the best interest of their client.


Once you've applied with us, the next steps are...

Data Gathering

Use our secure portal to upload your 941 returns, PPP loan documents, and raw payroll data.

Credit Calculation

You will be onboarded to your dedicated manager who will look after you throughout your project. We will then begin the design and development of your project.

Credit Calculation

We will use our expertise to calculate the exact value of the credit you can receive from the IRS.

Amending Returns

We will prepare and help file the 941-X Amended payroll returns.

Get Paid

The IRS will process the credit and mail you a check.


Take advantage of the EMPLOYEE RETENTION CREDIT (ERC) for COVID-19 Relief

Employee retention program tax credits (ERTC) are an incredibly valuable benefit for employers. By taking advantage of this program, businesses can receive a tax credit in recognition of the time and effort they’ve devoted to developing their employees and providing them with resources to help them succeed. This employee tax retention credit program provides incentives to employers who have taken steps to invest in their workforce, helping them to retain long-term, committed employees who will be more productive and successful in their roles.