Contact us! We would love to hear from you!

Our Process

Whether you’re a small or medium sized business owner, you will require a set of expert level eyes to assist you with the Employee Retention Tax Credit (ERC). When you work with a firm like ours, you can rest assured knowing a specialized and experienced team of experts are focused on obtaining the maximum amount of credit possible for your business.

Step 1

Give us a call or complete and submit a consultation form, and we will get in touch with you immediately.

Step 2

An expert will provide you with a free evaluation and followup with an initial quote and proposal.

Step 3

We will develop a unique plan for your needs, and work with you to file the credit.

The G Financial Expert Advantage:

EMPLOYEE RETENTION TAX CREDIT

Maximize Credit.
Minimize Disruption.
Be Audit-Ready. 

1.

Data Analytics

Combination of enterprise payroll data capabilities and IRS tax credit expertise

2.

ERC Experts

Access to a specialized and experienced team of experts focused on ERC for businesses. White glove service – easy to work with.

3.

Audit-Ready

Entrepreneurial approach with audit-ready quality standards that balance risk and reward for the optimal results.

4.

Big 4 & IRS Experience

G Financial has combined the best Big 4, IRS and industry resources together and formed a team of experts dedicated to helping small business owners maximize their Employee Retention Tax Credit amount. At G Financial, we understand what the small business owner needs, and we get it done fast

5.

Services

The ERC calculation and documentation process provided by G Financial is designed to maximize the credit while fully validating the adherence to statutory requirements and recommended record keeping, resulting in a comprehensive, audit-ready deliverable

6.

Process

The ERC calculation and documentation process provided by G Financial is designed to maximize the credit while fully adhering to program requirements and recommended record keeping, resulting in a comprehensive, file ready deliverable.

7.

Deliverables

G Financial provides a complete deliverable covering the calculated tax credit. The deliverable is designed to respond to all statutory and applicable regulatory requirements regarding the claim.

Over 25 years of SERVICE

About G Financial

G Financial has over 25 years of experience advising clients on complex financial issues. We strive to provide the best possible service for our clients.

Headquartered in Orange County, G Financial offers a broad range of services for business owners, executives and independent professionals. Whether you’re a corporation, small business owner, or individual, we will not only protect what you create, but we’ll also help it thrive.

Contact Us

At G Financial, we’ve been serving the needs of small and medium sized businesses in Southern California and the surrounding areas for years. If you need help managing any aspect of your business’s finances including The Employee Retention Tax Credit, we want to hear from you.

Please give us a call or schedule a time to speak with us using the form below. We will happily offer you a free consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Frequently asked questions

If you are eligible for the maximum amount, expect to receive $26,000 per employee. 

You could still be eligible if your business was impacted by a government order that forced you to fully or partially suspend your operations.

The ERC is a fully refundable payroll tax credit. Meaning, the IRS will issue you a check for your total credit amount and mail it to you. 

The IRS has indicated that the ERC should not be included in gross income for federal income tax purposes. The ERC, however, does reduce the expenses that an eligible employer can otherwise deduct on its federal income tax return (i.e., no deduction may be taken for the portion of wages paid equal to the sum of credits determined for the applicable taxable year).

Most likely, YES! The IRS may audit every business who files for the Employee Retention Credit (ERC). This does not mean these businesses did anything wrong or will end up owing money to the IRS; it simply means that the IRS selected their file for review. It is unknown whether they were randomly selected for audit or were targeted for some reason. It is extremely important to seek the help of someone who is familiar with the process to ensure your audit file is iron clad and prepared in advance before the IRS audits your company, as well as to make sure you are receiving the highest possible credit back from the IRS.