I need a "tax credit" consultant who specializes in the Employee Retention Credit (ERC).
Data as of Sep 26, 2026 · Based on 295 AI responses from ChatGPT Search and Google AI Mode · See how Parse measures this
For Employee Retention Credit (ERC) consulting, focus on professional firms that maintain audit-ready documentation and provide specialized financial analysis. Top-tier providers include KBKG, Sagemont Tax, and Synergi Partners, which offer combined CPA and legal services. Always prioritize working with a licensed CPA or tax attorney who demonstrates specific experience in ERC eligibility, wage calculations, and amending payroll filings.
Best for comprehensive ERC technical needs, including wage analysis, eligibility determination, and preparing amended 941-X forms with a focus on documenting each step to meet tax requirements.
Finding a reliable and legitimate Employee Retention Credit (ERC) specialist is crucial, especially given the intense IRS scrutiny, moratoriums, and crackdown on predatory "ERC mills" that emerged during the pandemic. You want a certified public accounting (CPA) firm or specialized national tax advisory group that provides thorough substantiation and legally defensible documentation.
Recommended types of firms and national advisory groups with dedicated ERC compliance practices include:
Top-Tier National CPA & Advisory Firms : Firms like Baker Tilly ERC Solutions or EY Employee Retention Credit Services offer rigorous compliance, deep legal/tax analysis, and audit defense support. They evaluate your precise qualification under government orders or gross receipts tests rather than using automated, one-size-fits-all mills.
Navigating the Employee Retention Credit (ERC) requires extreme caution. Because of aggressive "ERC mills" that submitted improper claims, the IRS has placed heavy scrutiny, audits, and processing moratoriums on these filings.
Question: I need a "tax credit" consultant who specializes in the Employee Retention Credit (ERC).
Regional & Specialized Tax Consultancies : Firms like Corporate Tax Advisors provide specific ERC Substantiation Reports designed to withstand increased IRS audits by thoroughly documenting operational impacts and eligibility. Similarly, firms like BerryDunn ERC Services provide trusted, signature-ready payroll tax form assistance (941-X) backed by actual historical research.
Red Flags to Avoid:
Contingency-fee-only models by non-CPA pop-up firms (many aggressive promoters take a massive percentage upfront or contingent and disappear if audited).
Guaranteed qualification without an in-depth review of actual government shutdown orders or revenue reduction metrics.
To help me point you toward the most appropriate consultant or resource, could you let me know:
The size of your business (approximate number of W-2 employees)?
Your primary basis for qualification (a government-ordered partial/full shutdown vs. a significant decline in gross receipts)?
Whether you have already filed an ERC claim or are looking for a review/second opinion on a new/pending claim?
If you’re looking for an Employee Retention Credit (ERC) consultant, I can help you find one. A good fit is usually a tax attorney, CPA firm, or specialized ERC advisory firm with experience in payroll tax filings, IRS documentation, and ERC audits—not just a marketing company. The IRS has warned businesses that ERC eligibility is complex and that aggressive promoters may submit improper claims that can lead to repayment, penalties, and interest.
Some firms that advertise ERC specialization include:
Ernst & Young — provides ERC tax services through its tax practice, including eligibility analysis and credit calculation support.
OnCentive — focuses on tax credits and business incentives, including ERC-related services.
ERC Advisors — markets ERC-specific consulting and filing assistance.
ERC Prep — offers ERC preparation and documentation services.
Before hiring anyone, consider asking:
Are you a CPA, attorney, or enrolled agent?
Will you provide a written eligibility analysis explaining the qualifying government orders, revenue impact, or other basis for the claim?
Who prepares and signs the Form 941-X filings?
How do you handle IRS inquiries or audits?
What are your fees, and are they based on the refund amount? (The IRS specifically lists percentage-of-refund arrangements and aggressive marketing as warning signs to evaluate carefully.)
If you tell me your location (city/state or country), business size, and whether you already filed an ERC claim or are starting from scratch, I can help narrow the search to appropriate consultants.
TC Services USA Inc - 17 State St 4000 Suite, New York, NY 10004, United States
RPC Advisors- Employee Retention Credits - New York, NY 10016
JCA Specialist - STE: PH, 88 Elm St PH, Rochester, NY 14604, United States
The Tax Engineers - Wayne, PA 19087
Grippaldi & Wollruch LLC - 383 Clifton Ave, Clifton, NJ 07011, United States
BSM Accounting Services - Expert Tax, Bookkeeping & Advisory Services - 204 Lakeview Ave, Clifton, NJ 07011, United States
Geltrude & Co LLC - 1255 Broad St, Clifton, NJ 07013, United States
Reindeer - 1449 37th St #216, Brooklyn, NY 11218, United States
Funding Forward - 141 Flushing Ave #1221, Brooklyn, NY 11205, United States
Jillard & Associates - 24 Veterans Sq., Media, PA 19063, United States
Alliance Accounting & Tax CPAs - 2 University Plaza Dr, Ste 100, Hackensack, NJ 07601
Strategic Tax Planning, LLC - 839 Bestgate Rd Suite #400A, Annapolis, MD 21401, United States
EmployerIncentives - 415 Amwell Rd Ste 201, Hillsborough Township, NJ 08844, United States
ERC GO - 384 S 400 W Ste 100-7, Lindon, UT 84042, United States
If you’re in the Clifton/Passaic County, NJ area, I found several local accounting firms, but only a few nearby listings explicitly describe themselves as ERC specialists.
ERC-focused options
TC Services USA Inc — New York City. Specifically advertises ERC-related refund-claim assistance and tax-credit services. It may be worth considering if you’re comfortable working remotely.
Geltrude & Co LLC — 1255 Broad St, Clifton. Offers tax-credit services, although its documented specialization is primarily real-estate/affordable-housing credits rather than ERC.
One important caution: the IRS has warned about aggressive or improper ERC claims, and the ERC rules are unusually technical. I'd specifically ask any consultant whether they will document the eligibility basis, identify the applicable government orders/quarter-by-quarter tests, and stand behind their work if the IRS examines the claim.
If you tell me (1) your business type, (2) roughly how many employees you had in 2020–21, and (3) whether you've already filed an ERC claim, I can narrow this to 2–3 firms that are actually appropriate for your situation and compare their fees, ERC specialization, and IRS-audit support.
Finding a reliable Employee Retention Credit (ERC) consultant requires extreme caution. Due to aggressive marketing, cold calls, and fraudulent "ERC mills" that popped up during the pandemic, the IRS has placed intense scrutiny on improper ERC claims. You want to steer clear of contingency-fee pop-up shops and instead rely on accredited, ethical CPAs or national tax advisory firms that stand by their work.
When looking for a legitimate professional to review, amend, or defend an ERC claim, consider these reputable directions:
Regional and National CPA Firms: Established firms like Baker Tilly provide dedicated ERC compliance, eligibility evaluation, and independent second-opinion reviews for businesses. Other top-tier national accounting practices (such as Cherry Bekaert or BDO) have dedicated tax controversy and credits teams.
Specialized Boutique Tax Advisory CPAs: Firms like JWC ERTC Advisory CPA operate under strict state accounting board codes of ethics, emphasizing education over high-pressure sales, refusing to force automated filings, and keeping you completely in control of your documentation.
Your Existing CPA or Tax Counsel: Before hiring an outside specialist who cold-called you, ask your current corporate accounting firm if they have a trusted specialty tax partner they co-file with or recommend.
To help me point you toward the right caliber of firm, could you share:
The size of your business (approximate number of W-2 employees)?
Whether you are filing a new claim or need a second-opinion/audit defense for a claim already submitted?
ERTC - 1393 E Madison Ave, Stuart, FL 34996, United States
ERC Benefits - 1825 Corporate Blvd NW, Boca Raton, FL 33431, United States
ERC Tax Credit Specialists - 401 E Las Olas Blvd #130, Fort Lauderdale, FL 33301, United States
Paramount Tax & Accounting - Port St. Lucie - 1586 SW Bayshore Blvd, Port St. Lucie, FL 34983, United States
EZ-ERC - 608 SW 4th Ave, Fort Lauderdale, FL 33315, United States
Clear ERC - 5971 Brick Ct #2011, Winter Park, FL 32792, United States
Shell Consulting Group, LLC - 3960 Radio Rd Ste 102, Naples, FL 34104, United States
ERC Helpdesk LLC - 300 Ave of the Champions #240, Palm Beach Gardens, FL 33418, United States
ERC Advisors USA - 5310 North Federal Hwy, Boca Raton, FL 33487
ERC Refund - Fort Lauderdale, FL 33301
ERC GO - 384 S 400 W Ste 100-7, Lindon, UT 84042, United States
If you’re looking for an Employee Retention Credit (ERC) specialist, I’d focus on firms that specifically handle ERC eligibility reviews, documentation, and amended payroll tax filings—not just general tax preparation.
Since you appear to be in the Port St. Lucie, FL area, here are some options to consider:
ERTC — Stuart, FL. This firm specializes in ERC/ERTC services, including eligibility review, calculations, documentation, and filing support.
ERC Benefits — Boca Raton, FL. Focuses on evaluating, calculating, and supporting ERC claims for employers.
ERC Tax Credit Specialists — Fort Lauderdale, FL. Provides ERC-focused consulting, including eligibility screening, documentation guidance, and amended payroll filing support.
Paramount Tax & Accounting - Port St. Lucie — Port St. Lucie, FL. A local tax firm that may be useful if you prefer working with a nearby tax professional; confirm their current ERC-specific experience before engaging.
Calculated Moves PC — Port St. Lucie, FL. Advertises ERC assistance, including eligibility and documentation review.
Before signing with an ERC consultant, I recommend asking:
Who prepares the ERC analysis? (CPA, attorney, enrolled agent, or another specialist?)
Will they provide a written eligibility memo and calculation?
How do they document eligibility? (Revenue decline, government-order impact, supply-chain issues, etc.)
Do they help if the IRS questions the claim?
What are their fees? (Many ERC firms charge a percentage of the credit, so understand the terms.)
Will your regular CPA review the claim before filing?
Also be cautious of anyone promising a guaranteed refund or claiming that every business qualifies. ERC eligibility is fact-specific and the IRS has increased scrutiny of questionable claims.
If you tell me:
your business type,
number of employees,
whether you already filed an ERC claim,
and whether you want local in-person help or a nationwide specialist,
If you're looking for an ERC-specific specialist, I found a few promising options, including one in the Milwaukee area:
LGA Tax Services LLC — Milwaukee/Glendale-area tax and accounting firm. Its services specifically include Employee Retention Credit (ERC) eligibility evaluation and consultation. This is probably the first local firm I'd contact.
ERC GO — A dedicated ERC consulting company that focuses on ERC calculations and amended payroll-tax returns (Form 941-X). It's not local to Wisconsin, but works remotely nationwide.
Retention Credit Pros — Michigan-based firm specifically focused on ERC, including helping businesses navigate eligibility and claims.
Tax Credit Collective — Tax-credit specialists that handle both ERC and R&D credits, with an emphasis on documentation and coordination with a client's existing CPA.
One important caution
ERC claims have received substantial IRS scrutiny. I'd favor a consultant who can substantiate eligibility and calculations, rather than one whose sales pitch focuses primarily on maximizing the refund. Ask any consultant:
Are you a CPA, EA, or tax attorney—or do you work with one?
Will you provide a written eligibility analysis?
How do you document the government-order or gross-receipts test?
How do you handle PPP/ERC wage overlap?
Will you stand behind the claim if the IRS examines it?
Who actually prepares and signs the amended payroll returns?
If you want, I can also find 5–10 ERC specialists who serve Wisconsin and compare their fees, credentials, reviews, and whether they handle IRS audits/examinations.
When looking for a legitimate, compliance-focused consultant or CPA firm, you should avoid contingency-fee "mills" and instead work with licensed CPAs, tax attorneys, or reputable specialized advisory firms that provide comprehensive substantiation reports.
A few reputable firms and channels to source qualified compliance-first ERC guidance include:
JWC ERTC Advisory (Jace榴莲视频 CPA) : A specialized boutique CPA firm led by professionals who focus heavily on rigorous documentation, audit defense, and compliant filing of amended Form 941-X returns. You can review their background at JWC ERTC Advisory.
Omega Accounting Solutions : A compliance-driven firm focusing on government tax incentives and rigorous wage analysis, explicitly steering clear of aggressive mill practices by providing detailed substantiation reports. More information is available via Corporate Tax Advisors.
Your Existing CPA or Regional Mid-Tier Accounting Firm : Before hiring a brand-new niche consultant, consult a trusted CPA firm with an established tax-controversy or IRS audit-defense practice. They can review prior filings or safely evaluate if you have a valid, defensible claim under IRS guidelines.
The IRS Official Guidance : Before moving forward with any consultant, carefully review the official IRS Employee Retention Credit Updates to ensure your business meets the strict operational suspension or gross-receipts criteria.
To help point you toward the best resource, could you tell me:
Are you looking to file a new claim , or do you need a review/audit defense for a claim already submitted?
What is the approximate size of your business (number of W-2 employees)?
Finding a qualified, reputable professional to handle or review an Employee Retention Credit (ERC) claim is critical, especially given intense IRS scrutiny, processing updates, and strict statutory deadlines. Note that the formal deadlines to file amended quarterly returns for 2020 and 2021 quarters passed in 2024 and 2025 respectively, meaning legitimate specialized consulting at this stage typically focuses on audit defense, compliance reviews, navigating existing pending claims, or amending related income tax returns rather than filing brand new retroactive applications.
What to Look for in an ERC Professional
Credentialed CPAs or Tax Attorneys: Avoid aggressive "ERC mill" pop-up companies that charged contingency fees and pushed ineligible claims. Look for established, recognized CPA firms or tax law practices with dedicated compliance teams.
Audit and Defense Capabilities: Ensure the consultant is willing to stand behind their work and assist with documentation, formal IRS correspondence, or appeals if your pending claim is audited or questioned.
Transparent Fee Structure: Reputable CPAs and tax attorneys charge hourly or fixed professional fees, never a percentage-based contingency fee (which the IRS explicitly warns against as a red flag for predatory practices).
Reputable Firms and Resources
Haynie & Company — A nationwide CPA firm providing dedicated ERC advisory, compliance, and risk-elimination consulting.
KBKG — Offers comprehensive ERC evaluation, wage calculations, and reconciliation support for complex business structures.
Chamberlain Hrdlicka — A specialized tax law practice with former senior IRS leadership handling high-stakes ERC disputes, legal guidance, and audit representation.
If you'd like to narrow this down, please let me know:
Are you looking for help with an existing pending claim , an IRS audit/notice , or amending associated income tax returns?
Do you prefer a local firm or a national practice?
TRI-MERIT SPECIALTY TAX PROFESSIONALS - 1051 Perimeter Dr, Schaumburg, IL 60173, United States
Tax Guys 411 - 4408 N Sheridan Rd, Chicago, IL 60640, United States
EZ Tax and Accounting Service, Inc. - 4732 N Kedzie Ave, Chicago, IL 60625, United States
Biz Head Law LLC - 1051 W Cornelia Ave 3rd Floor, Chicago, IL 60657, United States
Sunrise Business Solutions - 980 N Michigan Ave, Ste 1400, Chicago, IL 60611
R. Jeffrey Tax Credits - 2515 Waukegan Rd #513, Bannockburn, IL 60015, United States
R Jeffrey & Associates, Inc. - 701 Lee St, Ste 650, Des Plaines, IL 60016
alliantgroup - 311 S Wacker Dr Ste 2275, Chicago, IL 60606, United States
KBKG - Tax Credits, Incentives, Cost Recovery (Chicago Office) - 1132 S Wabash Ave Ste 302, Chicago, IL 60605, United States
Retention Credit Pros - 30800 Telegraph Rd Ste 2815, Bingham Farms, MI 48025, United States
SRJ Consulting - 1 E Erie St Ste 525 # 121, Chicago, IL 60611, United States
ERC GO - 384 S 400 W Ste 100-7, Lindon, UT 84042, United States
Swanson Reed | Specialist R&D Tax Advisors - 318 W Adams St f16, Chicago, IL 60606, United States
Bergquist & Rossi - 2 East 8th St, Ste 100, Chicago, IL 60605
ERC Benefits - 1825 Corporate Blvd NW, Boca Raton, FL 33431, United States
If you’re looking for an ERC specialist in the Chicago area, I’d focus on a CPA/tax attorney or specialty tax firm that can review an existing ERC claim, defend it, or correct it—not just a company that promises a large refund.
A few options worth interviewing:
TRI-MERIT SPECIALTY TAX PROFESSIONALS — Schaumburg. Specialty tax firm that specifically offers ERC verification, including reviewing eligibility, government orders, gross-receipts tests, and potential corrective action.
Biz Head Law LLC — Chicago. A legal-services option with a focus that includes tax law and ERC matters, potentially useful if you have an IRS dispute or compliance concern.
Sunrise Business Solutions — Chicago, operating under the ERC Guaranteed brand. This is more of a dedicated ERC specialist, so I'd scrutinize its engagement terms carefully.
One important caution
The IRS is currently reviewing ERC claims very closely. As of the week ending August 29, 2026, the IRS reported about 14,900 ERC claims still in various stages, including audits and disallowance reviews. The IRS specifically recommends using a reputable tax professional and warns against promoters who promise quick eligibility determinations or charge fees based on the size of the refund.
If you already filed an ERC claim and are waiting for money, received a denial, received an IRS letter, or are worried the claim was overstated, I'd prioritize someone experienced in ERC verification/defense and IRS representation, rather than a company whose primary business is submitting new ERC claims.
If you tell me which situation you're in—(1) haven't claimed ERC yet, (2) claimed it and are waiting, (3) already received the money, or (4) received an IRS notice—I can narrow this down to the best 2–3 consultants for your situation and compare their credentials, fees, and ERC experience.
Navigating the Employee Retention Credit (ERC) requires extreme caution. Because of aggressive "ERC mills" that submitted fraudulent or improper claims, the IRS placed a strict moratorium on processing new ERC claims and has heavily ramped up audits, clawbacks, and criminal investigations.
If you are looking for help—whether to file a legitimate, highly scrutinized claim, review an existing filing, or handle an IRS audit—you should only work with reputable, certified CPA firms or tax attorneys rather than third-party promoters who charge contingent fees based on the size of the refund.
Recommended avenues and compliance-focused firms include:
Certified Public Accounting (CPA) Firms: Nationally recognized and regional CPA firms with dedicated tax credit divisions, such as Haynie & Company ERC Consulting , which provide risk-mitigation and formal wage analysis.
Tax Law Firms: Specialized legal practices like Chamberlain Hrdlicka ERC Practice , which feature former IRS leadership and tax attorneys equipped to handle complex eligibility or audit defense.
Compliance-First Consultancies: Firms like Omega Accounting Solutions that focus heavily on regulatory substantiation reports rather than aggressive, high-risk filing tactics.
To help point you in the right direction, could you share:
Are you looking to file a new claim (keeping in mind current IRS processing pauses/guidelines), review an existing claim , or respond to an IRS audit/notice?
What is your approximate business size (number of W-2 employees)?
EY Employee Retention Credit Services offer rigorous compliance, deep legal/tax analysis, and audit defense support. They evaluate your precise qualification under government orders or gross receipts tests rather than using automated, one-size-fits-all mills.
