Sagemont Tax is committed to excellence, and our brand is quickly being recognized as one of the top, professional Employee Retention Credit firms in the United States. Read on below to find out more about how we stand ahead of the competition.
Our team of CPAs, lawyers, and payroll specialists combine their expertise to provide a uniquely holistic ERC service offering that ensures technical soundness that cannot be matched by traditional income tax CPAs.
We use our Sagemont Tax PPP-ERC Optimization Technique to maximize your ERC over the PPP Covered Period.
The Sagemont Tax Team recognizes you have a choice in selecting an advisor to assist you with calculating, documenting, and claiming your ERC. We are 100% confident our carefully assembled team of CPAs, lawyers, and payroll specialists can efficiently and effectively help you maximize your ERC claim, while further assisting you in monetizing your credit as quickly as possible.
In 9 out of 10 Sagemont Tax clients, we’ve found that their current CPA or advisor has either not brought the Employee Retention Credit to their attention or has incorrectly concluded that they were ineligible for the ERC. But don’t hold it against them! The ERC has been developed through legislation under three complex stimulus packages released in March 2020, December 2020, and in March 2021, with confusing IRS guidance spread across hundreds of pages of FAQs. It’s nearly impossible for your current CPA to stay on top of all of these changes.
Also, most CPAs tend to focus on income tax matters, leaving payroll-related issues to the payroll providers. Not surprisingly, payroll tax providers are abstaining from providing any meaningful technical assistance with the ERC because they are not accountants! Sagemont Taxs team has a specific focus on the ERC and this rapidly evolving specialty area, so you and your CPA don’t have to!
The Sagemont Tax team has developed a proprietary model that works to maximize your ERC within the PPP-covered period. Through our proprietary Sagemont Tax PPP-ERC Optimization Technique, we analyze the PPP-ERC interaction at the employee level to ensure the maximum ERC benefit can be taken, while preserving our client’s ability to claim full PPP forgiveness (where applicable).
We’ve seen other advisors take simplified approaches that either wholly exclude wages in the covered period or compute wages that are deemed out of the ERC eligible period on an aggregate basis. Both approaches can result in a significantly lower ERC than is allowable under law – which means less money in your pocket. We are so confident that we can maximize your credit, Sagemont Tax offers a no-cost “second look” for any ERC calculations that have been proposed by you or your current CPA.
Every client receives an Sagemont Tax Client Package which is an audit-ready support file, along with a 10+ page report that explains the analysis and the calculations around your credit claim. While we believe our work is more than sufficient to withstand any IRS scrutiny, we have several experienced CPAs and lawyers on our staff that are committed to supporting our clients both now and in the future.
We are more than well-equipped to assist in the rare event that the IRS contests your credit and provide our clients “sleep well at night” coverage.
The Sagemont Tax team is led by credentialed, industry experts and is backed by corporate partners that believe in the quality of expertise and service being offered through our platform. We would be happy to arrange client referrals or initiate any discussion with our technical board or corporate partners.
Millions of business owners affected by COVID-19 — like you — are now qualifying for the Employee Retention Credit (ERC).