{"id":27251,"date":"2022-11-21T08:00:00","date_gmt":"2022-11-21T14:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=27251"},"modified":"2022-11-17T11:02:56","modified_gmt":"2022-11-17T17:02:56","slug":"how-to-choose-a-legitimate-erc-referral-partner","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-choose-a-legitimate-erc-referral-partner\/","title":{"rendered":"How to choose a legitimate ERC referral partner"},"content":{"rendered":"\n<p>Because the <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/employee-retention-credit-key-benefit-for-small-business-owners-under-the-cares-act\/\">Employee <\/a><a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/employee-retention-credit-key-benefit-for-small-business-owners-under-the-cares-act\/\" target=\"_blank\" rel=\"noreferrer noopener\">Retention Credit<\/a> (ERC) is so lucrative, many unscrupulous ERC opportunists submit slipshod applications for clients with little or no documentation, collect their portion of the client&#8217;s ERC check, and go on their way. Because there are so many ERC fraudsters, it\u2019s hard for honest tax accountants to find an ERC professional who won\u2019t embarrass them by making headlines in a trillion-dollar ERC audit by the IRS.<\/p>\n\n\n\n<p>But despite the many ERC fraudsters, there are honest ERC professionals who genuinely care about their clients&#8217; valid ERC success and overall audit readiness\u2014but you have to know how to identify them.<\/p>\n\n\n\n<p><strong>Look for proof of pre-ERC existence<\/strong><\/p>\n\n\n\n<p>Most, if not all, ERC mills <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/CARES-act\/\" target=\"_blank\" rel=\"noreferrer noopener\">popped up overnight in 2020<\/a> to seize the lucrative opportunities presented by the ERC. Through aggressive marketing campaigns, these companies have been able to entrench themselves with taxpayers who don\u2019t know enough to distinguish a fraud from an expert. If you\u2019re researching an ERC partner, be wary of any company that sprang up in response to the ERC\u2019s enactment. When possible, choose a consulting firm or accountant who has a demonstrated history of success with clients outside the ERC niche, as evidenced by <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/embrace-your-client-reviews-to-improve-your-practice\/\" target=\"_blank\" rel=\"noreferrer noopener\">online client reviews<\/a> and authentic peer recommendations.<\/p>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Determine if they\u2019re more interested in selling or substantiating their ERC position<\/strong><\/p>\n\n\n\n<p>Between the gray area surrounding the ERC suspension test and the various myths spread by ERC mills, it\u2019s common for unscrupulous ERC professionals to use slick words instead of accurate facts to convince clients their ERC position is correct. But, as <a href=\"https:\/\/thebusinessjournal.com\/blog-a-2-trillion-lesson-how-erc-fraudsters-get-the-best-of-you\/\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">ERC audits make headlines<\/a> more often, it\u2019s best to choose a partner that is committed to substantiating their ERC positions for clients with thorough documentation and reasonable interpretations of available IRS guidance. At <a href=\"https:\/\/mbsaccountancy.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">MBS Accountancy<\/a>, we\u2019ve taken this approach; while we want each of our clients to seize every available tax opportunity, we also don\u2019t want any potential client ERC audits to go badly because of insufficient documentation.<\/p>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Don\u2019t let big referral fees steal your professional prudence<\/strong><\/p>\n\n\n\n<p>As Dan Chodan, CPA, recently <a href=\"https:\/\/twitter.com\/danchodan\/status\/1565140613288366081?s=20&amp;t=e7Aq5q2SXg1cmeMsBfM9ZA\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">tweeted<\/a>, \u201cPeople really do not like to talk about problematic ERC mills\u2014especially when they have been receiving big referral fees.\u201d Many ERC mills are paying accountants and CPAs to send their ERC clients their way. AICPA Communication Manager Kelly Mullins recently discussed these ERC referral fees in an episode of <a href=\"https:\/\/ethicallyspeaking.libsyn.com\/hot-on-the-hotline-erc-mills-thats-a-thing-and-can-i-send-my-clients-to-them-for-a-fee\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">Ethically Speaking<\/a>. Regarding ERC fees, Joan Farris and John Wiley made the following two points:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>If 941 returns are amended, you\u2019ll need to revise the client\u2019s annual tax return<\/strong>. Revising the annual tax return means you\u2019ll be signing off on the ERC work done by your ERC partner, including ERC determination, revenue calculations, and any documentation provided as evidence of the ERC position. In addition, if you\u2019re a CPA, you must comply with established professional standards such as the <a href=\"https:\/\/www.aicpa.org\/resources\/toolkit\/statements-on-standards-for-tax-services\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">Statements on Standards for Tax Services<\/a>.<\/li>\n\n\n\n<li><strong>ERC mills popped up overnight and may not be around if clients come calling<\/strong>. Joan and John pointed out that many ERC mills sprouted up to seize an opportunity\u2014and may not be around for very long. Instead, if clients have questions or concerns about their ERC claim, they will likely come to you and demand an explanation of the work done for the ERC claim. If the work was sloppy or inaccurate, you may end up exposed to liability.<\/li>\n<\/ol>\n\n\n\n<p class=\"has-x-large-font-size\"><strong>Not all referral fees are worth it<\/strong><\/p>\n\n\n\n<p>There is a significant amount of time and research that goes into ERC work, which many professionals may not be willing to do. When used strategically, <a href=\"https:\/\/www.firmofthefuture.com\/content\/how-to-leverage-partnerships-to-grow-your-business\/\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">partnerships are great<\/a> for business growth. But not all partners are created equal, especially when it comes to a lucrative and nuanced opportunity such as the ERC. By taking time to properly vet your ERC partner, you can avoid an embarrassing connection to unfavorable ERC audit headlines.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are honest ERC professionals who genuinely care about their clients&#8217; valid ERC success and overall audit readiness\u2014but you have to know how to identify them. Tax expert Cassidy Jakovickas, CPA, explains.<\/p>\n","protected":false},"author":144648941,"featured_media":27253,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[646041848],"intuit_collection":[],"intuit_series":[],"coauthors":[646041720],"class_list":["post-27251","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-tax-advisory"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to choose a legitimate ERC referral partner - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-choose-a-legitimate-erc-referral-partner\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to choose a legitimate ERC referral partner - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"There are honest ERC professionals who genuinely care about their clients&#039; valid ERC success and overall audit readiness\u2014but you have to know how to identify them. 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