Systems and Controls

Here are the some of the systems and controls that we use:

We are business operators and we understand what it’s like to be “in your shoes.”  It all starts there with common sense understanding of what you went through for the past three years. 

“We know our customer” because they are referred to us. Like a dog tag, we make sure that every client is legitimate.

Every client goes through a methodical onboarding process to ensure we can verify each client’s identity.

We have systems, controls and nondisclosure agreements to protect our clients’ data and information

Our operations team are all U.S. citizens and none of them are strangers.  We have 30+ team members, including CPAs and Management Consultants. 

We have four departments with multiple checks and balances:

  • Operations: perform live eligibility interviews with every client (learn more about our process)

  • Payroll and financial analysis

  • COVID Government mandate research

  • CPA review and signoff

We use a trusted secure CPA software tool to maintain all of our records called: Suralink®

Filings use reputable Wolters Kluwer CCH Intelliforms so all information is saved and updated with the latest forms.

We developed our own proprietary:

  • Calculation tool for ERTC, PPP, tax, benefits, owner, multi-company algorithms to exactly calculate claims under the guidance.

  • Database of 1,000’s of government orders throughout the U.S.

  • Impact analysis tool based on almost every industry

  • IRS tracking function of every client, every claim and keep this updated continually. 

  • Application to track our trusted partners, their clients and the status of all of the ERTC claims.

Disclaimer: Logos are the exclusive ownership of the trademark bearer.