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ERTC Eligibility Review

2nd Opinion from a Trusted Tax Professional

"If you were impacted by the pandemic, you now qualify for up to $26,000 per employee, even if you previously received PPP."

THIS IS SIMPLY NOT TRUE

The IRS has taken unprecendented steps to rein in ERC fraud.

If you previously filed for Employee Retention Credits, you deserve to sleep well at night.

Take a second look at who you engaged for your ERC. Challenge whether you truly qualify.


From the Desk of Jace W Campbell, CPA

When I first launched this CPA Firm in March 2021 to solely specialize in Employee Retention Credits, I never could have imagined a world where predators took over the airwaves, inboxes and phone lines to defraud hundreds of thousands of business owners.

As a taxpayer, I am glad to see the IRS finally taking the steps they should have taken in 2021.

But unfortunately, I will also see the pain caused by businesses having to repay $100,000's or potentially even millions in illegitimate refunds.

Let me be very clear . . .

These changes at the IRS are NOT a result of taxpayers fraudulently filing false tax returns.

But rather, these changes are because taxpayers were misinformed about the qualification criteria by ERC promoters with no professional credentials.

  • You were told you qualified if you were impacted by the pandemic.
  • You were told you qualified if you had trouble getting materials or supplies.
  • You were told that ERC must be legitimate because clients were getting refund checks.
  • You were told the firm would provide audit protection so this was a risk-free application.
JWC Employee Retention Tax Credit Advisory CPA, LLC BBB Business Review

Every one of the above statements has proven to be wrong and the IRS is finally taking steps to crackdown on business and ERC promoters who have illegally profited from these credits.

I have personally signed more than 8,000 ERC claims as the 'Paid Preparer'.

I am not hiding behind a secretive contract that diversifies my clients across a network of hundreds of attorneys and CPA's with no accountability to me (unlike an ERC "expert" that you see on TV commercials everywhere).

My firm proudly reports to the State Board of Accountancy in Texas, and I request honest feedback from verified clients through the Better Business Bureau (where we maintain an A+ Accredited Business Rating).

I invite you to see for yourself how we assist  clients with understanding how the facts and circumstances of their situation in 2020 and 2021 applied to the ERC legislation and IRS guidance.

From the Desk of
Jace W Campbell, CPA

When I first launched this CPA Firm in March 2021 to solely specialize in Employee Retention Credits, I never could have imagined a world where predators took over the airwaves, inboxes and phone lines to defraud hundreds of thousands of business owners.

As a taxpayer, I am glad to see the IRS finally taking the steps they should have taken in 2021.

But unfortunately, I will also see the pain caused by businesses having to repay $100,000's or potentially even millions in illegitimate refunds.

Let me be very clear . . .

These changes at the IRS are NOT a result of taxpayers fraudulently filing false tax returns.

But rather, these changes are because taxpayers were misinformed about the qualification criteria by ERC promoters with no professional credentials.

  • You were told you qualified if you were impacted by the pandemic.
  • You were told you qualified if you had trouble getting materials or supplies.
  • You were told that ERC must be legitimate because clients were getting refund checks.
  • You were told the firm would provide audit protection so this was a risk-free application.
JWC Employee Retention Tax Credit Advisory CPA, LLC BBB Business Review

Every one of the above statements has proven to be wrong and the IRS is finally taking steps to crackdown on business and ERC promoters who have illegally profited from these credits.

I have personally signed more than 8,000 ERC claims as the 'Paid Preparer'.

I am not hiding behind a secretive contract that diversifies my clients across a network of hundreds of attorneys and CPA's with no accountability to me (unlike an ERC "expert" that you see on TV commercials everywhere).

My firm proudly reports to the State Board of Accountancy in Texas, and I request honest feedback from verified clients through the Better Business Bureau (where we maintain an A+ Accredited Business Rating).

I invite you to see for yourself how we assist  clients with understanding how the facts and circumstances of their situation in 2020 and 2021 applied to the ERC legislation and IRS guidance.

How the IRS Handles ERTC in 2023

The IRS press release on September 14, 2023, was the first of many news releases about ERTC over the coming months. Finally, leadership at the IRS recognizes taxpayers have been misinformed about the qualifying criteria for Employee Retention Credits who thought they were working with a tax professional.

Before IRS auditors begin hammering taxpayers with penalties, they have offered two new programs:

Voluntary Repayment

The IRS is offering you a one-time opportunity to repay your Employee Retention Credits and avoid penalties in the event of an audit.

ERTC Application Removal

Already submitted your ERTC application, but have not yet received your refund checks? Now you can remove your application from their queue and avoid additional scrutiny.

"The softest pillow is a clear conscience."

Pay It Back or Keep the Money . . . But Sleep Easy

You've been put in a difficult position. One that tests your integrity. Tests your courage.

Your longtime trusted CPA didn't know enough about ERC to offer an opinion. So you paid a hefty 25% commission to an "As Seen On TV ERC Expert".

You've already received six refunds checks from the US Treasury totaling $235,000, but you never really learned how you qualified other than "limited commerce".

And now the government has offered this lifeline . . . pay back the $235,000 to avoid accuracy and underpayment penalties and interest of $100,000+ that will be due (in addition to repaying the $235,000) if you can't defend an audit.

This is when it pays to have a true tax professional in your corner. A CPA who is an expert in ERTC and has dedicated the past 2.5 years to ERTC and nothing else.

A CPA who has been through IRS audits of ERTC and knows exactly what you'll have to defend.

A CPA who has personally signed thousands of ERTC claims, but also declined to submit thousands of claims.

Learn the truth about your claims and sleep easy knowing your $235,000 is safe, or sleep easy knowing you didn't just send $235,000 back to the government due to unfounded fears.

From Quick Review to a Full Recalculation

The Scope of Each ERTC Review Is Customized to Your Needs

  • 1 | Kickoff Call

  • 2 | Review of Docs

  • 3 | Prepare New Docs

  • 4 | Legal Opinions

  • 5 | Full Recalculation

"I finally felt like I was talking to an ERTC expert. Not a call center operator reading a script and saying whatever they could to boost my confidence and get me to sign on the dotted line."

While we hate the idea of an Eligibility Kickoff Call feeling like a sales call - honestly - this is going to feel salesy.

Our full Done-for-You ERTC services sell themselves. And those Discovery Calls are very to-the-point, cut-n-dry.

But you need this to be a discussion about your current situation . . . how you got to this point . . . who you engaged to execute your original ERTC claims . . . why they said that you qualified . . . what you understand about your eligibility . . . and what level of comfort you need to sleep easy at night.

Our fees are flat and our allegiance is only to you.

While we want to deliver a positive outcome because . . . well, we like you and we want you to have received this money legitimately because you will certainly do more good with it than the government.

We are also mindful that if you don't receive a positive outcome, it is better to receive the bad news from us than it is the IRS.

Jump on an Eligibility Kickoff Call and let's start exploring this together.