After being made aware of the Employee Retention Credit by a private equity firm, we contacted [Sagemont Tax]. They went through the multi-prong approach with us to claim our credits and we were shocked to find out there was a viable path to eligibility well into 2021. We felt confident with [Sagemont Tax’s] expertise from the beginning and the process was smooth. They built a strong, well-documented case to present to the IRS and the timeline met our expectations. We are very satisfied with our experience with [Sagemont Tax].

[Sagemont Tax] was exceptional to work with. Our representative carefully answered our many questions about the program and was extremely communicative throughout the process. The professionalism [Sagemont Tax’s] team demonstrated is why we consistently refer business owners and volunteer organizations their way. We highly recommend contacting [Sagemont Tax] to see what credits are available to you!

As a risk-averse non-profit organization focused on our community, we were very cautious in our approach to filing for the Employee Retention Credit but the experts at [Sagemont Tax] eased our concerns. They took on the burden of hiring an outside law firm to provide legal analysis and provide additional assurance to support our position. Sagemont Tax made the process very streamlined and simple, with clear instructions through every step, making data-gathering easy. The current combination of inflation and lack of affordable housing has dramatically increased the need for our services. This refund has made an enormous impact on our mission and allows us to help more members of our community!

When I was introduced to the team at [Sagemont Tax], I had already started the ERC filing process with another company. However, communication with the other agency had been inconsistent and information processing was extremely slow. I was immediately impressed with [Sagemont Tax’s] knowledge of the program’s latest updates and eligibility qualifications. Once I switched to their firm, they really took a hands-on approach. As a business owner with a full schedule, it was a relief that they were able to complete a majority of the filing process on my behalf. Overall, the experience with [Sagemont Tax’s] team was fantastic, and I highly recommend working with them. In fact, I have sent many of my colleagues their way and they have had a similar positive experience.

As a new business owner, COVID restrictions took a huge toll on my yoga studio. My retirement dream became grim through decreased membership and increased operational costs. My HR provider let me know about the ERC and that Yoga Six would be eligible for a quarter. After talking to other Yoga Six owners, I learned that my business may be eligible for additional quarters and I was put in touch with [Sagemont Tax]. The team at [Sagemont Tax] advised that my business was in fact eligible for the credit for additional quarters, and they assisted me through the process of obtaining our credit of over $100k. [Sagemont Tax] walked me through everything, and although there is a lot of tedious paperwork, it was straightforward and [Sagemont Tax] made it pretty dang easy. The ERC allowed me to avoid bankruptcy and pay myself back for the money I had to use to stay afloat during the COVID years – I tell all business owners I meet to look into the credit and learn more from [Sagemont Tax].

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.

My experience with [Sagemont Tax] was one of those rare business collaborations in which my organization’s needs were not only considered to be of the highest priority, but even after our work together had been completed, [Sagemont Tax]continued to support us. Our credit came at a crucial time and made it possible for us to sustain operations and even grow. I have nothing but praise for the service, professionalism, and compassion demonstrated by the staff of [Sagemont Tax].