For Additional information:
Victor Ojeda

P: (469) 506-2087

E: victor.ojeda@ercpros.com

ERC Pros Partnership

At ERC Pros, we pride ourselves on extensive research to help business owners maximize the Employee Retention Credit (ERC). The ERC is our firm’s sole focus, which allows us to partner with accountants and bookkeepers all over the nation. This partnership is a great opportunity to make certain your clients obtain this credit while you focus on your core business operations and accounting services. Our team of tax experts know how to ensure each credit is properly calculated and funded.

Why Partner with ERC Pros?

No Solicitation

We only offer ERC tax credits. No other services, or products are mentioned or offered to your clients.

Workload

The ERC Guidelines include a lot of technical details around qualification, calculation, and compliance for the credits. Making sure your clients are using this credit properly for each quarter and time period is a daunting task to take on. At ERC Pros, we understand that you need to focus on your business and not a one-time credit that will be going away soon. We are here to make sure your clients get the maximum benefits.

No Cost Analysis

There is no out of pocket expense to your client to qualify and calculate their ERC refund. As a matter of fact, the client does not pay a dime, until they receive their checks from the IRS!

No Cost Analysis

There is no out of pocket expense to your client to qualify and calculate their ERC refund. As a matter of fact, the client does not pay a dime, until they receive their checks from the IRS!

Audit Ready Deliverable

We provide you with a final report justifying every penny of your tax credit and we provide tax attorney support for the entire 4-year audit period duration after the ERC expires in case you get audited. Our team provides an audit ready deliverable, a 50+ page packet breaking down what each company has qualified for and why. Unfortunately we have seen many third party companies become too aggressive with this credit which could potentially put business owners in a bad situation in the future. We are ready to stand by our work for years to come.

Audit Ready Deliverable

We provide you with a final report justifying every penny of your tax credit and we provide tax attorney support for the entire 4-year audit period duration after the ERC expires in case you get audited. Our team provides an audit ready deliverable, a 50+ page packet breaking down what each company has qualified for and why. Unfortunately we have seen many third party companies become too aggressive with this credit which could potentially put business owners in a bad situation in the future. We are ready to stand by our work for years to come.

Compensation

We are able to compensate our partners with 6.67% off the fee we collect from the client after they get paid by the IRS. Through our many partnerships we have learned this is more profitable than other options.

Compliance Department

At ERC Pros, we take compliance very seriously. That is why we have a 4 step process to achieve full compliance and accountability to thoroughly qualify, calculate, justify and file the ERC tax credits safely for your clients. First, your clients’ documents are reviewed in detail by our data specialists and our calculation team. Second, our governmental orders team, led by experienced tax attorneys, reviews any possible mandates that could qualify your clients for quarters in which they did not have have a reduction in revenue sufficient to qualify. Third, our team of accountants complete the calculation and prepare the documents that will get sent to the IRS. Lastly, all calculations and documents are reviewed by our top level CPAs. Approved amounts and reports are sent to clients for signature. Once signed, we file the needed paperwork with the IRS.

Partnering With ERC PROS

1. Compliance Focused

  • We have teams of CPAs, accountants, tax attorneys that work exclusively on the Employee Retention Credit
  • We have up to 40 full-time Data Researchers to find all governmental orders and mandates to maximize ERC credits.
  • ERC Pros has filed for thousands of clients. Every single one has received thorough documentation and individualized research for their filing
  • Every single client has a designated CPA and Tax Attorney for full compliance

2. Create Value Without Wasting Time & Resources

  • ERCpros will do all the tedious technical backend work while you look like a hero to your clients for helping them receive the ERC tax credit by partnering with us
  • No need wasting time learning and filing the Employment Retention Credit for clients
  • We assist you in efficiently identifying which of your clients will qualify
  • Revenue split based relationship with lucrative revenue splits

3. Confidence ERC Pros

  • ERC Pros performs a No Cost Analysis for any of your clients
  • ERC Pros performs multiple levels of qualifying research for accurate and maximized calculations
  • ERC Pros is committed to being partnered with you through the entire process, and available to our clients years from now

How Our Process Works

1. No Cost Assessment

  • Our CPAs perform a full ERC analysis for your business
  • You have 100% visibility on your credit and direct communication with our CPAs

2. Review Calculations

  • Schedule a one on one with our CPAs where you’ll see how every cent of your credit is calculated
  • Review Research and documentation gathered by our team

3. Sign & File with the IRS

  • Complete a final review of your professionally prepared documents.
  • Sign the documents provided by our team
  • Submit your documents to the IRS to claim your ERC credits. 

Who is Eligible for ERC?

In order to be eligible to receive the ERC, a business must meet one of the following criteria:

1. Reduction in Revenue

If there is a reduction in your receipts in 2020 when comparing to the same quarter in 2019 by at least 50%, you are eligible for ERC!

If there is a reduction in your gross receipts in 2021 when comparing to the same quarter in 2019 by at least 20%, you are eligible for ERC!

* Results in a credit per quarter affected

2. Recovery Start-up Program

If you started your business after February 15, 2020, and have less than $1M in annual sales and had W2 employees on payroll in the last half of 2021, the ERC applies to you, too!

* Results in a credit per quarter affected

3. Impacted by City, County, State or Nationwide Mandates

If a governmental order had more than a nominal impact on your business operations, you qualify for the ERC during the dates that the order was in effect.

* Results in a credit per quarter affected

Additional Information about Mandates and ERC

If you weren’t able to operate at full capacity, due to government orders, ERC Pros can help!

Our company has a full-time research team that will do a deep dive on the government mandates that impacted your business.

As part of our No Cost Analysis, we research and document the dates that mandates were in effect, and perform calculations based on these findings.

ERC Documents Needed

941 Tax Documents

  • Results in a credit per quarter affected.
  • Quarterly federal 941s for 2019, 2020, & 2021

Payroll Summaries

  • Results in a credit per quarter affected
  • A detailed payroll summary for all of the required quarters above.
  • This needs to be separated by pay period, and to include: Check Date, Employee Name, Check Number, Amount Paid

Profit & Loss Statements

  • Results in a credit per quarter affected
  • Quarterly Profit & Loss statements for 2019, 2020 & 2021

Testimonials

Video Testimonials

Meet Our Experts

Ashlee Hall

ATTORNEY AT LAW, LEGAL COUNSEL, GOVERNMENTAL ORDER

Ashlee is a licensed attorney admitted to practice in Oklahoma and South Carolina state courts, the United States Tax Court, and the United States District Court for the Western District of Oklahoma. She has also been accredited to represent claimants before the Board of Veterans Appeals. Ashlee received a Bachelor of Arts in Letters and a Juris Doctor from the University of Oklahoma.

Following graduation, Ashlee co-founded the law firm Stewart & Crouch. She also served as Assistant City Attorney for the City of Tulsa. With a greater understanding of the difficulties clients face in resolving legal matters before a government entity, Ashlee joined one of the largest tax resolution law firms in the country to help clients resolve tax controversies before the IRS. Most recently, Ashlee worked at Deloitte Tax LLP. Since the eve of the CARES Act being signed into law on March 27th, 2020, Ashlee has been focused almost exclusively on the Employee Retention Credit, assisting clients claim more than $165 million in credits.

Travis Slade

CPA/RIA, MANAGING DIRECTOR, QUALITY CONTROL

Travis earned a Bachelor of Science in Accounting from Brigham Young University. Following graduation Travis worked for a national tax firm, Andersen Tax in San Francisco, California. For seven years, Travis provided accounting services for private-practice doctors at his previous firm, Thomas Doll CPAs, based in the San Francisco area.

In early 2021, Travis began extensive research into the criteria to qualify for the Employee Retention Credit. He built an efficient workflow and has trained teams to calculate and substantiate these credits. Travis has worked directly with the IRS to ensure clients receive the full credit to which they are entitled.

Welcome to ERCpros! ​

Congratulations!   

You are about to join the ERCpros TEAM!  We are an elite group of Employee Retention Credit CPAs and Tax Attorneys whose sole purpose is to help business owners find out if they qualify, and then help them verify, document and file their ERC tax credit with our audit protection.

Together we will work to help businesses retrieve compensation for some of the money they lost during the pandemic due to government orders and mandates meant to protect them.

Please provide us with your contact information and we will get back with you right away and tell you all about our revenue sharing Accounting Partnership Program!

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