Employee Retention Credit (ERC) Compliance

The Employee Retention Credit (ERC) provided billions in financial relief to businesses that were impacted by the pandemic.  However, allegations of abuse has led the Internal Revenue Service (IRS) to issue numerous warnings and place the ERC on its annual Dirty Dozen list of tax scams.  This increased level of IRS scrutiny presents a risk for taxpayers who claimed the credit.

Whitley Penn’s Employee Retention Credit Compliance Services team is available to review and respond to IRS ERC Notices.

Explore the ERC Compliance services we can offer you below, then fill out our intake form to consult with our team of advisors.

Whitley Penn’s ERC Compliance Services

We can help give you peace of mind by:
  • Analyzing your ERC claim to verify eligibility
  • Responding to IRS Denials of your ERC claim
  • Documenting your claim to withstand IRS scrutiny
  • Representing you in IRS audits
  • Appealing IRS disallowance of your claim

Thorough Review

We assess the claim produced by your ERC preparer to confirm compliance with IRS rules and regulations.

Experienced Guidance

We lead you through the process of gathering and organizing necessary documentation to support your ERC claim case of an IRS audit.

Trusted Representation

We deal with the IRS on your behalf as your representative.

Contact UsDownload the Brochure

Thorough Review

We assess the claim produced by your ERC preparer to confirm compliance with IRS rules and regulations.

Experienced Guidance

We lead you through the process of gathering and organizing necessary documentation to support your ERC claim case of an IRS audit.

Trusted Representation

We deal with the IRS on your behalf as your representative.

Whitley Penn’s ERC Compliance Services

We can help give you peace of mind by:
  • Analyzing your ERC claim to verify eligibility
  • Responding to IRS Denials of your ERC claim
  • Documenting your claim to withstand IRS scrutiny
  • Representing you in IRS audits
  • Appealing IRS disallowance of your claim
Contact UsDownload the Brochure

Contact Us

Do you have concerns about your ERC refund claim? Whether you need a second look, are facing an IRS audit, or your ERC has been denied, we can help you. Contact one of our ERC Compliance Services team members below.
Frank Iannelli

Managing Director

Act Now

Simply fill out our intake form and an advisor will reach out to assist you. The form may take 30 or more minutes to complete. You can choose to access it directly or get it sent to your inbox.

Frequently Asked ERC Questions

What is the ERC?

The Employee Retention Credit (ERC) was introduced as part of the CARES Act to help businesses retain employees during the COVID-19 pandemic.

What is ERC IRS audit defense?

ERC audit defense refers to the strategies and actions taken to prepare for and respond to an IRS audit of Employee Retention Credit (ERC) claims. Due to the high volume of claims and some questionable filings, the IRS has increased scrutiny on these claims.

Is my business eligible for the ERC?

Your business may meet the ERC eligibility requirements if it experienced significant revenue decline or was subject to government orders that affected operations.

What records can support ERC claims?

Supporting records include payroll records, financial statements, and documentation of government orders.

What do I do about an ERC audit notice from the IRS?

We recommend seeking advice from trusted tax professionals who understand the complex ERC rules and can help you navigate the IRS audit process and provide detailed explanations and documentation if the IRS questions your ERC claims.

Get started today!

The intake form may take 30 or more minutes to complete. You can access it directly here. Or fill out the fields below and we will send the form to your inbox for you to complete at your convenience!

Contact an Advisor

Get started today. Submit the form below to get in touch with an advisor. For all other inquires not service related, click here.
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