Employee Retention Credit (ERC) Second Opinion and Risk Assessment
If you have already claimed ERC 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.
Download Our PDF to review the two Main eligibility tests for Claiming ERC
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 ERC—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 ERC 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.
- Farmhouse KC
- Barbara K.