We know that CPAs at traditional firms and practices can often be sold out – we have been there. With clients’ quarterly and yearly deadlines happening year-round, CPAs can have a lot on their plates at any given time. We also know that CPAs might be reluctant to dive into the Employee Retention Credit (ERC) given (i) the legal complexities involved; and (ii) the ever-changing landscape of rules that govern this space.
As a busy tax professional, building trustworthy partnerships with firms is crucial, especially in the Employee Retention Credit realm where bad actors are prevalent. I need to have confidence that these firms can effectively handle prospective clients’ needs. After conducting numerous interviews with different firms, I ultimately chose to partner with Sagemont Tax, and I must say that I have not been disappointed with their performance. Their level of professionalism, meticulousness, and commitment to meeting the legal requirements of the Employee Retention Credit has left me thoroughly impressed. Their work is of such high quality that it is audit-ready, ensuring that clients are fully prepared for any upcoming filings without a shadow of a doubt. The team at Sagemont Tax has earned my unwavering trust and confidence!
Here at Sagemont Tax, we have found that CPAs simply don’t have the bandwidth to keep up with the complexity and constant changes of the Employee Retention Credit. And that is where we come in. As CPAs and tax attorneys ourselves, the team at Sagemont Tax has spent the past two and half years solely focused on the ERC and the evolving guidelines from the IRS.
Due to our deep expertise and the requirement of a legal application, many CPAs have found Sagemont Tax to be a reliable partner for their clients. Our CPA Partners trust that when they refer one of their clients or someone in their network to us, we will handle their analysis and ERC claim with a technical and sound process – ensuring every filing is buttoned up and audit-ready.
Along with a team of top-tier in-house tax attorneys and CPAs specializing in the ERC, we also engage with some of the nation’s leading law firms such as DLA Piper to validate our clients’ ERC claims, at no cost to our clients. This adds an additional layer of substantiation and protection to our claims and given all of the noise out there, is an added measure for our clients’ peace of mind, as well as ours. With over 2,500 happy clients, our process and understanding of the ERC is unmatched.
If we find a viable path to eligibility, Sagemont Tax will provide a detailed, CPA-certified, audit-ready report detailing your client’s eligibility for you and your client to review. This analysis is complimentary, and your client is under no obligation to use our services once the report is delivered. Additionally, if we do not find a clear path to eligibility, we will advise your client not to claim the credit and allow both parties to walk away with zero fees incurred. We care about our reputation as much as you care about yours, and our appetite for shaky or ineligible claims is zero.
Are you and your clients totally risk-averse? Sagemont Tax is proud to offer an insurance product to qualifying clients. We are among the select few firms trusted by A+-rated insurers to submit claims for ERC tax insurance coverage. This means that we may be able to offer your client the assurance and peace of mind that your ERC claim is backed by reputable insurers. A+-rated insurers conduct thorough due diligence, and they don’t like risks.
Combining our white glove service with our trusted legal and insurance partners backing, Sagemont Tax can ensure that the risk to your client’s filing is minimized as much as possible.
Our white-glove service even extends beyond the filing itself, by tracking the credit with the IRS and providing real-time updates to our clients. Sagemont Tax also helps with any troubleshooting throughout the application process and provides audit support in the rare instance a client undergoes an examination. When you engage Sagemont Tax, we stand firmly behind our work product.
You can rest assured that every client you refer our way will be treated like our own. We have built a reputation around being the experts in the space and the best in class. Here at Sagemont Tax, you get what you pay for.
After learning about the ERC through other Right at Home owners, we reached out to our accountant for preliminary validation. Our accountant didn’t believe we qualified, which is when we were put in touch with Sagemont Tax. After speaking with the team, we quickly learned we did qualify as our business of providing home care to the elderly and disabled was heavily affected by COVID restrictions. Sagemont Tax helped us through the entire process of filing for our credit, they were on top of everything and kept us informed throughout every step. Receiving this credit has allowed us to pay off debts we incurred during the pandemic and helped us with hiring – which continues to be a struggle for business owners in this new post-pandemic world. We understand that other business owners are reluctant regarding the ERC, but we tell people that having a great firm to support them like Sagemont Tax made it a no-brainer.
Oklahoma City, OK
We know you have spent years building and developing your client base and network. We understand the pride you take in providing excellent service to them because we do too. That is why Sagemont Tax prides itself on not only providing an amazing and seamless client experience with a first-rate product but also building lasting relationships with our partners.
Becoming a partner is easy. However, we only partner with the best in the business! Please enter your business information below to get the process started.
Provide your clients with access to the most robust tax credit.
Tweak the referral program to your needs with our customized software.
You’ll have the opportunity to increase your client retention.
You’ll have the option to earn commissions, through our revenue-share program.
