Financial Advisors and their firms are valued partners because you have earned your clients trust over a long period of time. Our goal is to help you deepen this trusted relationship by providing your clients with the best possible experience and highest return on investment.
Our goal is to mitigate any risk any risk for your clients and maximize their ERC refund.
Risk mitigation through a comprehensive eligibility determination process designed to take your clients risk to zero.
Our lead-accountant and national ERC expert Jordan Anderson developed a series of proprietary algorithms designed to maximize the ERC. In benchmark tests, we consistently return 30% higher refunds.
We are the only firm that will respond to IRS notices and help your clients resolve any questions from the IRS at no additional charge.
We pay the highest referral fees in the industry. Your clients trust you and that is a privilege we do not take lightly.
Support designed to deepen your relationship with your clients and delight them.
Why divert focus from high value initiates like tax planning, corporate strategy and other long term initiatives?
Why spend the days and weeks needed to learn every nuance of this complex and tedious credit?
Will your firm be able to provide your clients with an exceptional experience and the highest return on investment?
Past Clients, CPA's, Accounting Firms, Financial Advisors, Law Firms, Insurance Agents, Financial Planners.
$1M+ Referral Fees Paid
Referral Fees: $247,890
Referral Fees: $170,000
Referral Fees: $17,000
Referral Fees: $68,523
Referral Fees: $90,623