Don’t forget to tell your story!

Don’t forget to tell your story!

We have explored in depth the different qualifiers for the employee retention tax credit (ERTC), but what is equally important is the process for filing. Even if you know for sure that your company qualifies, if you don’t have everything in order when you file then...
Can financial services companies qualify? YES!!!

Can financial services companies qualify? YES!!!

Time and time again recently when somebody comes to me thinking they don’t qualify for the employee retention credit it turns out they couldn’t be more wrong! Most recently, I had a customer come to me who runs an escrow company. Initially, we both thought their...
Interesting call with an attorney…

Interesting call with an attorney…

I got an interesting call from an attorney today. For many, that sentence probably conjures up a myriad of different stressful scenarios, but for me, it was actually a very friendly chat. He called because he had noticed I filed for the employee retention tax credit...
Where have you been all my life?

Where have you been all my life?

With my experience, I have grown used to answering the same common questions over and over again. I am bombarded by questions about tax credit qualifications, upcoming aid legislation, and keeping businesses afloat during times of unpredictability. What would surprise...
Keeping it in the family!

Keeping it in the family!

Everybody has a different motivation for getting up and working every day. For some it is a long list of expensive hobbies, others want to see the world; for me, it is my amazing family that drives me. As somebody who actively employees members of my family, I wanted...