We do an initial call (10 minutes) to field any questions you have about the credit and make sure you fully understand the process and implications for your business. You then submit the required documentation (profit and loss reports, PPP forgiveness reports, etc.). Most business owners already have all these reports on hand, so you can expect to spend about an hour getting the documentation together. Next, we do another brief call (30 mins) to let you know your eligibility and credit amount, finalize the engagement. We then handle the rest of the process. We coordinate with your outside tax professional to give them the information they need to correctly report the credit with your income taxes. 

We maintain all audit documentation on your behalf for the duration of the 3 year audit window. We stand 100% behind our work so we provide full audit representation related to our claim work as part of your claim, so there is no surprise in the event of an audit. We are also fully insured for errors and omissions on all our work as a fully licensed CPA firm. We provide other credit services, so are not a pop-up shop that will be gone in 6 months.