Get a Second Look For Your ERC Claim
If you have concerns or questions regarding your ERC claim, you should immediately contact a qualified tax professional to assess claim validity and eligibility. Our Tax Controversy Practice provides ERC Risk Assessments to identify discrepancies in advance of filing amended returns, take advantage of any suspected amnesty programs as well to minimize the risk of a potential ERC audit. We’ve filed approximately 40 claims and conducted numerous ERC consultations.
During our Risk Assessment, we review and verify the following information:
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Calculation & Mandate
Your ERC eligibility of either your gross receipts calculation or your partial shutdown due to government mandate criteria.
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Business Size & Employee Calculation
That you were appropriately deemed a small or large business employer. As well as verify that you excluded majority owners and their relatives from the employee calculations.
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PPP Loan Consideration
That you correctly considered your Paycheck Protection Program (PPP) loan forgiveness wages.
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Employee Tax Return
Recalculate and file your amended employment tax return, if necessary.
ERC Claim Validity - Are You Vulnerable?
With all the changes and amendments, you may feel unsure of your ERC claim’s validity, and amidst the IRS’s concern about widespread fraud and abuse, you need guidance.
If you’re feeling unsure about your eligibility, here’s a quick quiz to help guide your thought process. If the answer is yes to any of these questions, consider a Risk Assessment to regain the confidence to file your claim.
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Did you file your ERC claim early or prior to IRS guidance on partial shutdown specifically supply chain eligibility?
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Were you possibly a victim of ERC scammers and aggressive marketing?
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Do you feel prepared should your ERC be audited?
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Did you use a third-party outside of your CPA to perform the ERC calculation?
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Are you aware of an ERC filing error?
Meet Our Expert
Tomika Bullet, CPA, Tax Controversy Practice Leader, worked for the IRS for 15 years prior to joining Windham Brannon. She has now prepared numerous ERC claims since January 2021 and is prepared to guide your business through determining your ERC claim’s validity.
She is a former IRS employee and has recently been a part of a roundtable meeting with IRS Commissioner Danny Werfel, where the group discussed concerns about abusive and fraudulent ERC claims and ideas on how the IRS could curtail them.
Windham Brannon is an award-winning Top 200 accounting firm and has been in business as a certified CPA firm for over 60 years. We are here to help you determine your eligibility. Learn more about how we provide exceptional outcomes for our clients.
