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 most people is that one of the questions I get asked most often is:

Where have you been all my life?

I am fortunate enough to work with many businesses and find ways to get them money when they most need it. All too often customers can’t believe that they were clueless about important relief efforts and tax credits. We aren’t talking about small amounts of money!

I’m here to stay!

While I can’t do anything about it taking customers too long to get to me, I can do everything in my power to help them once they get here. Returns and credits we have gotten for customers have been described as “life-changing” and that is exactly what we strive for!

Many people also wonder how I became such an expert on all of these relief packages. The short answer is; a lot of reading! I genuinely find these topics interesting and enjoy burying myself in them so that I can better guide my customers.

You can only have one!

In 2020 we dove headfirst into becoming experts on relief packages for small businesses to try and help them navigate the chaos and stay afloat. At that time, businesses were forced to choose between the PPP and the employee retention tax credit (ERTC). With that in mind, we had to become experts on both options so that we could make sure our customers chose the one that would get them the best return.

Have your cake and eat it too!

Eventually, Congress came around and decided that companies could actually qualify for both! This was a huge deal and we know it right away. Our team immediately went to work for our customers to check qualifications for each one and apply for as much aid as we could to help them through this chaotic time.

Obviously, while we were already very familiar with both programs this helped us take our knowledge to the next level and truly become experts. Navigating qualifications for each option and applying for them at the same time for multiple clients forced us to know the process, qualifications, and potential hurdles very well. This was finally an opportunity to try and help our customers go from just keeping their head above water to finding some financial stability.

We would love to help you find that same stability! I know this process as well or better than anybody out there and I am truly dedicated to my customers’ success. The money can be life-changing so not at least exploring your options could cost you in a huge way! Reach out and let’s talk!

For a layman’s guide to the employee retention tax credit check out our roadmap below:

A layman’s guide to the employee retention tax credit!

Have questions that aren’t answered in the article or video? Book time with Brad today by clicking here!