A SURGICAL METHOD
Our surgical study methodology maximizes your time and return.
We partner with
you and your CPA every step of the way to ensure success.
If your tax credit claim is examined, we provide full and robust audit defense.
Your Tax Credit Specialists
expertise you can trust - 20 years of tax credit experience
"Lindsay and Joshua helped our small nursery school get a sizeable payment from the IRS for the ERC tax credit. The whole process was very smooth and easy. Highly recommend!"
- Ruth Kaplan
The Employee Retention Credit (ERC)
The ERC was created to help businesses who were ordered to fully or partially shut down operations of their trade or business because of governmental orders limiting commerce, travel or group meetings due to COVID-19, OR businesses who experienced a decline in gross receipts by 50% during a calendar quarter in 2020 compared to the same calendar quarter in 2019 OR businesses who experienced a decline in gross receipts by 20% during a calendar quarter in 2021 (for quarters 1-3) compared to the same calendar quarter in 2019. Nonprofits are also eligible.