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Free ERC Status Update and
Red Flag Review

Are you eagerly awaiting your Employee Retention Credit (ERC) refund? You’re not alone. Following the IRS Moratorium announcement on September 14, 2023, ERC processing has slowed significantly, leaving many businesses uncertain about when and whether their refunds are coming.

The only tangible way to gain more insight into where your ERC refund sits is to obtain your tax transcript from the IRS and see what the IRS has logged with regards to your organization’s ERC application.

Sagemont Advisors has teamed up with TaxNow, a cutting-edge IRS transcript monitoring and alerts service, to offer a suite of services designed to provide transparency into ERC refund processing.

For a limited only, Sagemont is offering a Free ERC Status Update and Red Flag Review.

Sign Up Now

Refund Tracking

What We Offer

Free ERC Status Update

Sagemont offers a clear update on your ERC refund progress and can let you know which of the following stages your ERC refund application is in:

  • Amended return confirmed received by the IRS;
  • Amended return or claim forwarded for processing;
  • ERC refund approved for payment; or
  • ERC refund payment sent

Free Red Flags Review

Many ERC claimants are surprised to encounter unexpected hurdles in their IRS accounts, known as “red flags,” which are indicators of a delay (or halt) in refund processing. We’ll check for any issues that might delay your refund, including:

  • Missing or improperly filed forms (941-X);
  • Processing delays caused by non-ERC related penalties; and/or
  • IRS audit on your ERC claim

Click through to see an example of our ERC Status Update documentation

What We Offer

Troubleshooting and Remediation

To the extent any issues are identified on the IRS transcript, Sagemont Advisors can assist ERC claimants with additional services to expedite, troubleshoot, or otherwise defend or resolve an ERC claim (such services are listed below in further detail and would be provided under a separate engagement):

Audit-Defense Services

Whether pursuant to a 30-Day Letter or a field examination, Sagemont Advisors team of internal CPAs and tax attorneys with real-world IRS tax controversy experience are ready and able to assist businesses that have been selected for an ERC examination. Our team of former big-firm advisors are not only experts in the...

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Audit-Defense Services

Whether pursuant to a 30-Day Letter or a field examination, Sagemont Advisors team of internal CPAs and tax attorneys with real-world IRS tax controversy experience are ready and able to assist businesses that have been selected for an ERC examination. Our team of former big-firm advisors are not only experts in the ERC, but also bring many years of IRS audit experience to the table. Sagemont’s team has also received widespread praise in the ERC community for their September 2023 release of “The Practical Guide to Navigating an Employee Retention Credit Audit,” which has received thousands of downloads to date.

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Expediting Services

Sagemont has a variety of methods and approaches to potentially expedite the processing of an ERC claim, which may include enlisting the assistance of a local Congressperson, the Taxpayer Advocate Services (TAS). Clients experiencing refund delays in excess of six months may be eligible to pursue these extraordinary...

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Expediting Services

Sagemont has a variety of methods and approaches to potentially expedite the processing of an ERC claim, which may include enlisting the assistance of a local Congressperson, the Taxpayer Advocate Services (TAS). Clients experiencing refund delays in excess of six months may be eligible to pursue these extraordinary measures to expedite the processing of claims.

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Troubleshooting Services

Errors related to ERC claims, whether perpetuated by the ERC claimant, their service provider, or even the IRS, are frequently uncovered during a Red Flags Review. Sagemont’s team of seasoned tax and legal professionals have decades of combined experience in tax resolution and advisory services and can liaise with...

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Troubleshooting Services

Errors related to ERC claims, whether perpetuated by the ERC claimant, their service provider, or even the IRS, are frequently uncovered during a Red Flags Review. Sagemont’s team of seasoned tax and legal professionals have decades of combined experience in tax resolution and advisory services and can liaise with the IRS to address a variety of errors or mistakes that may arise pursuant to an ERC claim.

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“Second Look” Services

With the IRS cracking down, the clock is ticking for businesses to reconsider whether their initial ERC claim was appropriately evaluated and calculated according to the statutory rules and IRS sub-regulatory guidance. Furthermore, given the condensed timeline to turnaround supporting documentation on a 30-Day Letter,...

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“Second Look” Services

With the IRS cracking down, the clock is ticking for businesses to reconsider whether their initial ERC claim was appropriately evaluated and calculated according to the statutory rules and IRS sub-regulatory guidance. Furthermore, given the condensed timeline to turnaround supporting documentation on a 30-Day Letter, it is incumbent upon eligible taxpayers to make a proactive effort to get their ducks in a row prior to receiving such Letter. As a reminder, the IRS has minimal analytics available to discern eligible ERC claims from ineligible ERC claims without requesting the supporting documentation from the taxpayer, and therefore, even strongly eligible claims are being questioned and risk disallowance should the required documentation not be readily available.

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Why Sagemont Advisors

Why Sagemont Advisors

Navigating ERC refunds can be daunting, but Sagemont Advisors simplifies the process. Trust our CPAs and attorneys to swiftly address any issues and provide proactive solutions to IRS inquiries and other red flags. Whether you need a second look to confirm eligibility or in need of representation during an audit, our seasoned CPAs and tax attorneys are here for you. With a deep understanding of tax laws and ERC regulations, our team ensures complete professional help.

To get started with your free ERC Status Review and Red Flag Review sign up today.