Our process
ERC Done Right
One Eagle Advisory and its team of tax preparers are dedicated to assisting businesses in effectively navigating and maximizing their Employee Retention Credit (ERC) claims. The following steps outline our comprehensive approach.
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Our Process in Depth
step 1
Interview with a Certified Tax Professional

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.

step 2
Mandate research completed

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.

step 3
ERC calculations produced

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.

step 4
Memorandum supporting your claim is assembled

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.

step 5
Audit support included

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.

Why One Eagle Advisory?

Given the complexity of ERC rules and evolving legislation, keep in mind that the process of claiming the ERC can differ depending on your individual circumstances. It's crucial to stay updated on the latest guidance from the IRS and seek advice from professionals to ensure your ERC claims are accurate and meet the necessary requirements.Contact us today to discuss your eligibility.

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Thorough and meticulous approach to ensure ERC claims

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Adherence to rules and regulations throughout the process

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Efficient and expedited process to securely claim your refund

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Emphasis on data security and protection of client information

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Professionalism, expertise, and commitment to delivering exceptional results