Employee Retention Credit (ERC) Second Opinion and Risk Assessment
If you have already claimed ERTC for your business, you may now be questioning the accuracy of your claim—whether in terms of the amount or in terms of eligibility and substantiation—and our team of tax attorneys are here to help you. As skilled tax controversy attorneys, we have substantial experience with the audit process. We understand how best to respond to Form 4564, Information Document Request, and work with Revenue Agents in employment tax audits.
Latest on ERC Processing Time & Fraud Alerts
Learn more about ERC refund processing time updates and fraudulent ERC provider details released by the IRS in 2023 and 2024.
Understand Your ERC Options
Our ERC Practice is your one-stop destination for all things related to the Employee Retention Tax Credit. Whether you need a second opinion regarding eligibility, representation in an audit, or information about your ERC refund claim, our team of professionals are here to assist you every step of the way.
ERC Litigation
The IRS is cracking down on Employee Retention Credit (ERC) claims. If your claim is denied or stalled, ERC litigation may be your best recourse. This process involves suing the IRS to recover your rightful credit.
ERC Resource Center
Need assistance with your ERC claim? Learn what ERTC services fit your needs!
ERC Audits and Appeals
Has the IRS initiated an audit of your ERC claim or disallowed the credit? Get insights from experienced tax attorneys on how to properly evaluate and substantiate your claim.
Problems with ERC Provider or PEO
If you encountered roadblocks from your Professional Employer Organization (PEO) in filing your ERC claims or believe that an ERC company incorrectly analyzed and/or calculated your credit, there are legal remedies available.
Expedite Your ERC Refund
If your ERC refund is delayed which is causing an undue financial hardship, there are two ways we can help. First, we can try to expedite your claim through the Taxpayer Advocate Service (TAS) by filing a 911 claim. Second, we can file a refund suit in either the United States District Court or the Court of Federal Claims.
ERC Claim Denied?
You Have Options
An IRS denial does not mean you must lose your ERC refund. If a third-party provider filed an improper claim, our experienced tax attorneys can help you set things right with your claim.
Our law firm has a deep understanding of the complex ERTC regulations and will aggressively advocate for your interests, including taking your case to court if necessary.
Do You Need a Second Opinion on Your ERC?
The ERC incentivized businesses to retain employees throughout the pandemic with a refundable payroll tax credit that has been a lifeline for many employers. However, fly-by-night return preparers and payroll processors, lacking scruples and a clear understanding of the CARES Act and subsequent legislation, are pushing business owners into over, or even under, claiming ERTC—and that can result in Form 941-X audits, which can then lead to serious consequences without proper documentation.
Our team has tracked pandemic relief legislation from PPP and EIDL in the beginning, through ERC claims and more. We are happy to help you understand what your business may be eligible to claim and can provide a second opinion if necessary.
Who will help you through your ERC Claim?
Meet the tax attorneys who can help you understand what to expect when claiming the ERTC and what to do if you are audited.
Partner Rebecca Sheppard, Esq.
As a former attorney for the Office of the Comptroller of Maryland, Rebecca’s current tax law practice is uniquely enhanced by the critical component of government perspective that she can offer when helping clients understand the full scope of what’s involved when maximizing tax credits and minimizing tax liabilities.
Partner Peter Haukebo, Esq.
Peter has provided individuals and businesses with sophisticated tax controversy assistance for more than a decade. In the ERC context, not only has Peter helped his own clients successfully navigate ERC requirements, he has committed countless hours to educating thousands of businesses, individuals, and other professionals across the nation about every aspect of the credit.
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Client Testimonials
- Farmhouse KC
- Barbara K.
