At the heart of Sagemont Advisors lies a singular vision: to be more than just a service provider or consultant in the complex world of tax and regulatory reporting. We are your strategic partner, dedicated to equipping your business with the confidence and clarity needed to make informed tax decisions that empower growth. Our vast experience isn’t just a feature—it’s the foundation upon which we build your success.
At Sagemont Advisors, we aim to be the premier provider of tax advisory and regulatory reporting services. Sagemont Advisors offers a bespoke, white-glove experience to each and every client, with our leadership involved in every client experience. Our unwavering commitment to long-term client relationships, paired with our pursuit of excellence, positions Sagemont Advisors to optimize the tax positions of our valued clients.
Sagemont Advisors is dedicated to establishing enduring partnerships with our clients, guiding them through intricate tax and regulatory landscapes. In a continuously evolving world of tax codes and regulatory compliance, our commitment is to expand and enhance our service offerings, providing unwavering support to our clients while preserving our specialized expertise.
Sagemont specializes in providing expert guidance and strategic solutions for businesses facing Employee Retention Credit (ERC) tax disputes. Our dedicated team of CPAs and attorneys are committed to navigating the complexities of ERC law, offering personalized assistance tailored to our clients’ unique situations. We are here to represent our clients’ interests with integrity and skill and strive to resolve controversies efficiently and effectively, ensuring our clients achieve the best possible outcome.
The Work Opportunity Tax Credit (WOTC) is a federal tax credit for employers hiring and retaining individuals from historically disadvantaged target groups. Sagemont Advisors simplifies the process of claiming the credit by reducing administrative burden and providing expert guidance for continuous compliance.
Unlock peace of mind with Sagemont Advisors’ groundbreaking solution: ‘Where’s My ERC Refund?’. Our partnership with TaxNow empowers businesses with unparalleled insight into their ERC claims process. With our Red Flag Audit, we meticulously analyze IRS transcripts, swiftly identifying any potential red flags. Trust in Sagemont Advisors to navigate complexities and ensure your ERC refund journey is smooth sailing. Discover the confidence of knowing exactly where your refund stands – explore ‘Where’s My ERC Refund?’ today!
As of January 1, 2024, under the Corporate Transparency Act, FinCEN requires all U.S. and foreign companies in any of the 50 U.S. states to file Beneficial Ownership Information (BOI) reports. Sagemont Advisors is here to seamlessly guide clients through the BOI reporting process, ensuring complete compliance on an annual basis.
[Sagemont Advisors] 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 Advisors’] team demonstrated is why we consistently refer business owners and volunteer organizations their way. We highly recommend contacting [Sagemont Advisors] to see what credits are available to you!
Johnson County, IN
My experience with [Sagemont Advisors] 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 Advisors] 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 Advisors].
Miami Lakes, Florida
