The process starts with an interview or consultation with a certified tax professional who specializes in ERC. 

This interview helps gather necessary information about your business, how the pandemic has affected your day-to-day operations, and eligibility for the ERC.

A skilled team of tax preparers conducts thorough research, examining various mandates at the county, city, state, and federal levels. This research ensures that your business is aware of all the applicable guidelines and regulations that may affect your ERC claim.

A secondary review and quality check are performed to ensure accuracy. All relevant governmental orders will then be assembled, highlighted, and organized within your file.

After analyzing the gathered information and conducting research, your ERC calculations will be generated. This process entails finalizing data calculations and preparing the required documentation.

The credit amount calculations are determined, and if your business has received Paycheck Protection Program (PPP) or other COVID relief funds, reallocation may be performed to maximize the ERC claim.

A memorandum supporting your ERC claim is assembled by your dedicated tax preparer. This memorandum outlines the relevant information, calculations, and supporting documentation for your claim.

A quality check and final review are conducted to ensure accuracy. Once compiled, the final package is mailed to you for review and signature.

One Eagle Advisory and its team of tax preparers include audit support, meaning you’ll receive continued assistance and guidance from a tax professional in the event that your ERC claim is audited by the IRS.

Our goal is to provide you with the necessary support and documentation in the rare case of an audit to ensure compliance and the likelihood of a successful outcome.