Sagemont Advisors

Are you ready to settle smarter? 🤝 Welcome to Sagemont Services -- your ally in maximizing settlement claims.

Did you know that if your business accepted Visa or Mastercard payments between 2004 and 2019, you might be entitled to a share of the $5.5 Billion Visa/Mastercard Interchange Fee Settlement? 💰💳

We stand as champions for businesses of all sizes, leveling the playing field and ensuring that your business receives every dollar it is entitled to without the up-front cost of pricey external advisors.

Let's get started today: https://bit.ly/3Y7Pw6k

Sagemont Services | Class Action Settlement Recovery Sagemont Services is here to help your business recovery revenue from the Visa/Mastercard interchange fee class action settlement and beyond.

When it comes to your business, each employee brings something different to the table, which is why the Work Opportunity Tax Credit (WOTC) could be rewarding for you!

WOTC is a federal tax credit accessible to employers hiring and retaining individuals from historically disadvantaged target groups. This initiative aims to create job opportunities for those facing employment barriers.

Handling the WOTC process can be complex, given the administrative burden and calculations required to obtain the credit. Sagemont Advisors’ WOTC platform is not only easy to use, but also streamlines the workload for hiring managers. Sagemont Advisors’ team of experts ensure continuous WOTC compliance and optimization throughout the entire process.

Ready to get started? Learn more now: https://bit.ly/3IUaWLy

It's time to settle smarter. Introducing Settlement Recovery Services by Sagemont!

We believe that every business, no matter the size, deserves fair access to settlement amounts that are rightfully theirs. Many business owners don't know that if they accepted Visa or Mastercard payments between 2004 and 2019, they might be entitled to a share of the $5.5 Billion Visa/Mastercard Interchange Fee Settlement! We're talking game-changing money. 💰

Does this sound like something your business could benefit from? If so, it's time to step into action! With the deadline to file your claim looming (August 30th, 2024), Sagemont Services is ready to help!

Click here to learn more today: https://sagemontservices.com/

Sagemont Advisors Your strategic partner for tax advisory, compliance, and credit optimization.

As the IRS continues to intensify its focus on Employee Retention Credit (ERC) claims, many businesses will be tagged for an audit or sent an information document request (IDR).

At Sagemont Advisors, our team of ERC experts stands ready to assist clients in current or potential ERC audits. With both accountants and lawyers on staff, we can assist your business in any ERC-related requests from the IRS.

Learn more today: https://bit.ly/3w09zrY

Have you heard of the Work Opportunity Tax Credit (WOTC)? If your business is eligible, this could put money back in your pocket. 💰

WOTC is a federal tax credit accessible to employers hiring and retaining individuals from disadvantaged target groups. Most employers are already hiring these type of individuals and are simply missing the credit.

Sagemont Advisors’ WOTC platform is not only easy to use, but also streamlines the workload for hiring managers. Sagemont Advisors’ team of experts ensure continuous WOTC compliance and optimization throughout the entire process. 🤝

Learn more today: https://bit.ly/3IUaWLy

We hope your day is filled with family, friends, and fireworks! From the team here at Sagemont Advisors, we wish everyone a happy & safe Fourth of July. 🇺🇸

How are you celebrating Independence Day? 🤔

As the Internal Revenue Service (IRS) increases its focus on the Employee Retention Credit (ERC) and the amounts of audits intensify, uncertainty looms for many business owners regarding the status of their claims. 😟

If the IRS has contacted you requiring more information about your ERC claim, you may need the help of professional experts. Sagemont Advisors has both CPAs and attorneys under one roof who can both substantiate and defend your claim. 🤝

Reach out to Sagemont Advisors' and get the support and expertise you need today!

Learn more about Tax Credit Controversy: https://bit.ly/3w09zrY

Are you still wondering: 'Where's My ERC Refund?' 🤔 You're not alone. 👀

The only tangible way to gain more insight into where your ERC refund sits is to obtain your tax transcript from the IRS and see what the IRS has logged with regards to your organization’s ERC application. Sounds like a difficult process? Don't worry, we're making it easy.

Learn more about our 'Where's My ERC Refund' services today: https://bit.ly/497RVQh

Missed our live webinar last week? We got you covered! ✅

Hosted by Maxwell Burns, watch as we dive deep into the the Work Opportunity Tax Credit (WOTC) and present our innovative solution to simplify WOTC management, eliminating paperwork and maximizing your tax credits.

Catch up and watch the full webinar now🌐 : https://bit.ly/4bsSdTN

TOMORROW! Join us for our live webinar, hosted by Maxwell Burns. We'll be diving into the Work Opportunity Tax Credit (WOTC).

Did you know that on average, 20% of employees could be eligible for WOTC? By participating in the program, employers could receive a tax credit ranging from $1,200 to $9,600 per employee, depending on the employee’s targeted group and length of employment.

Don't miss out on the opportunity to learn more about how your business can benefit from WOTC!

Save your spot for tomorrow's webinar now: https://bit.ly/3V9DaaX

Join Sagemont Advisors' Managing Director, Maxwell Burns, June 5th at 1PM EST as he explores the Work Opportunity Tax Credit (WOTC) in our upcoming webinar. 🌐

Delve into WOTC fundamentals for a comprehensive understanding, covering eligibility criteria and calculation processes.

Snag your spot today! Register for the live webinar now: https://bit.ly/4bsSdTN

Are you tired of waiting for an update on your Employee Retention Credit refund? It's time to get proactive with Sagemont Advisors' "Where's my ERC Refund" services.

Sagemont Advisors has teamed up with TaxNow, a cutting-edge IRS transcript monitoring and alerts service, to offer a suite of services designed to provide transparency into ERC refund processing. It's time to gain clarity into the status of your refund!

Click on the link and learn more about the "Where's My ERC Refund" service today: https://bit.ly/497RVQh

Is your business missing out on the Work Opportunity Tax Credit (WOTC)? 👀

In the ever-evolving landscape of tax credits and incentives, one program stands out for its dual impact on both businesses and the community: WOTC. This tax program is designed to encourage employers to hire and retain individuals who may face barriers to employment, rewarding businesses in return with dollar for dollar tax credits.

Is there a chance your business is qualified for this credit and is just not capturing it? Read our latest Thought Leadership piece where we discuss WOTC and the substantial impact it could have on your business!

Click on the link and join us live for our upcoming webinar breaking down WOTC with Maxwell Burns: https://bit.ly/3UVkL1h

Are you missing out on the Work Opportunity Tax Credit (WOTC)?

Join us for our live webinar, "Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors" 🌐

Tune in Wednesday, June 5th with Maxwell Burns as he explains the WOTC tax program and introduces our innovative platform. 🖥️

Discover how our platform revolutionizes WOTC, eliminating paperwork and enhancing efficiency for hiring managers.

You won't want to miss this! Snag your spot now and register: https://www.sagemontadvisors.com/unlock-tax-savings-streamline-the-work-opportunity-tax-credit-with-sagemont-advisors/

What is the state of the Employee Retention Credit (ERC) Program? Many people across the United States are still waiting on their ERC claim but have no idea on how to stay in the know regarding their anticipated refund.

Sagemont Advisors' Managing Director, Maxwell Burns, breaks down all the important updates of the ERC program. This includes the latest news from the IRS, legislative status, and more!

Read our latest Thought Leadership: "The State of the Employee Retention Credit Program", here: https://www.sagemontadvisors.com/the-state-of-the-employee-retention-credit-erc-program/

Is your business prepared for the Beneficial Ownership Information (BOI) reporting requirements? Unsure what BOI is? Don't panic, Sagemont Advisors is here to help.

In accordance with the Corporate Transparency Act (CTA), the Financial Crimes Enforcement Network mandates that all U.S. and foreign companies formed in or registered with any of the 50 U.S. states must comply with the new BOI reporting requirements.

Failure to comply with these new requirements can result in some pretty hefty fines. At Sagemont Advisors, we stand ready to guide our clients seamlessly through this process, providing comprehensive support to ensure absolute compliance in reporting.

Take the first step and learn more about Sagemont Advisors CTA services: https://www.sagemontadvisors.com/services/boi-reporting/

The Employee Retention Credit (ERC), a refundable tax credit provided by the Internal Revenue Service (IRS) as part of COVID-19 relief, has garnered increased attention and scrutiny as a result of the widespread occurrence of fraudulent claims and the utilization of aggressive and predatory tactics by certain service providers, commonly referred to as “ERC mills”.

Due to the intricate nature of the eligibility tests and exercises, numerous businesses might have inadvertently submitted inaccurate claims or misled into filing an ineligible claim by an ERC mill.

If you think that you have worked with an ERC mill or an inexperienced advisor, you should consider having an ERC expert take a second look at your claim.

Learn more today: https://www.sagemontadvisors.com/services/tax-credit-controversy/

When you sign-up for our "Where's My ERC Refund?" services, you'll also receive ERC monitoring services with TaxNow.

TaxNow continuously scans your IRS transcripts for updates, including ERC refund and audit notifications, and promptly notifies you of such updates in real-time. These alerts are particularly vital in light of recent events, such as the issuance of Letter 6612 in January 2024, signaling audits and holds on ERC claims for many businesses.

Sign-up for our 'Where's My ERC Refund?' services today and use code WMER200 for $200 off: https://www.sagemontadvisors.com/services/wheres-my-erc-refund/

We have some BIG news! ⚠️ For a limited time offer, when you sign-up for our 'Where's my ERC Refund?' services, you can secure a $200 discount with code WMER200 at checkout.

Our team of CPAs and attorneys work swiftly to pull your IRS transcript and get a real time update on your ERC refund status. Sagemont can also address any issues and provide proactive solutions to IRS inquiries and other red flags.

You won't want to miss this limited time offer, learn more today: https://www.sagemontadvisors.com/services/wheres-my-erc-refund/

The Internal Revenue Service (IRS) continues to intensify its focus on ERC claims, with a multitude of information requests and ERC audits underway.

Our team of tax experts stand ready to assist clients in current or potential ERC audits. We perform a thorough a review of previously filed claims to ensure both the eligibility analysis and ERC calculations were performed accurately and have both CPAs and attorneys on staff to represent you in an audit.

Learn more about Sagemont Advisors' Tax Credit Controversy service: https://www.sagemontadvisors.com/services/tax-credit-controversy/

Many Employee Retention Credit (ERC) claimants are surprised to encounter unexpected hurdles in their IRS accounts, known as “red flags,” which are indicators of a delay (or halt) in ERC refund processing.

Sagemont’s team of CPAs can review your IRS tax records to identify any red flags. To the extent certain issues are identified, our team of professionals can assist with remediation.

Learn more about common red flags and explore our new service 'Where's My ERC Refund?' to get better insight in to your claim: https://www.sagemontadvisors.com/services/wheres-my-erc-refund/

As of January 1, 2024, in accordance with the Corporate Transparency Act (CTA), the Financial Crimes Enforcement Network (FinCEN) mandates that all U.S. and foreign companies formed in or registered with any of the 50 U.S. states must comply with the new Beneficial Ownership Information (BOI) reporting requirements.

Sagemont Advisors offers a comprehensive suite of services for CTA preparedness. We not only address filing requirements, but also assist in implementing policies, procedures, and safeguards for sustained compliance with CTA regulations. Our team, composed of CPAs, attorneys, and compliance experts, becomes a strategic partner for each client, ensuring CTA compliance and easy long-term maintenance.

Get started today: https://www.sagemontadvisors.com/services/boi-reporting/

To address the many unanswered questions around ERC refund processing, Sagemont Advisors has teamed up with TaxNow, a cutting-edge IRS transcript monitoring and alerts service, to offer a suite of services designed to provide transparency into ERC refund processing, including a comprehensive update on the status of your ERC claim.

Learn more about this new service today: https://www.sagemontadvisors.com/services/wheres-my-erc-refund/

Wellness Plans: The “Too-Good-to-Be-True” Pitch

In the wake of the Employee Retention Credit (ERC) program, there has been a new wave of aggressive emails flooding business owners’ inboxes pitching some version of a Section 125-compliant, FICA-saving “wellness” or other preventive health benefit or insurance plan.

These pitches seem too good to be true, and that's because they are. If this is starting to sound eerily similar to the way ERC was aggressively pitched, you won’t be surprised to learn that there are material key points that are left out of this discussion.

Check out our article, 'A Warning Call to Business Owners on the Next Post-ERC Scam: Wellness Plans', and take a deeper dive into the key aspects of the wellness plan scam: https://www.sagemontadvisors.com/a-warning-call-to-business-owners-on-the-next-post-erc-scam-wellness-plans/

Are you eagerly awaiting your Employee Retention Credit (ERC) refund? ⌛

Following the IRS Moratorium announcement on September 14, 2023, ERC processing has slowed significantly, leaving many businesses uncertain about when and whether their refunds are coming.

To address this challenge, Sagemont Advisors has partnered with TaxNow to offer a suite of services designed to provide transparency into ERC refund processing.

Learn more about this new service and learn more about where your ERC refund sits today: https://www.sagemontadvisors.com/services/wheres-my-erc-refund/

The Corporate Transparency Act (CTA) is a new mandate, issued by the Financial Crimes Enforcement Network (FinCEN), stating that all U.S. and foreign companies formed in or registered with any of the 50 U.S. states must comply with the new Beneficial Ownership Information (BOI) reporting requirements.

With the BOI report impacting over 32 million businesses, it's important that business owners understand the requirement and the penalties for non-compliance.

Learn more about Sagemont Advisors BOI Reporting services and how we can help your business: https://www.sagemontadvisors.com/services/boi-reporting/

Together, we can ensure your business is informed and compliant 🤝

Worried about the status of your ERC claim? Here's how we can help:

At Sagemont Advisors, our team consists of experienced tax professionals and attorneys can:

1️⃣ Track the status of your ERC and analyze your IRS transcript to see if there are any issues related to the ERC filing

2️⃣ Assist in a potential or ongoing ERC audit

3️⃣ Assist in substantiating and documenting your ERC eligibility (providing a “Second Look”), ensuring thorough preparation for a potential audit

Read our article, 'Protecting Your Organization From An Improper ERC Claim', here: https://www.sagemontadvisors.com/protecting-your-organization-from-an-improper-erc-claim/

Unsure of your current ERC status? You're not alone.

Sagemont has teamed up with TaxNow to launch 'Where's My ERC Refund?' services. Sagemont can provide your business with a clear update on your ERC refund status and can let you know which of the following stages your ERC application is in:

✅ Amended return confirmed received by the IRS;
✅ Amended return or claim forwarded for processing;
✅ ERC refund approved for payment; or
✅ ERC refund payment sent.

In addition to ERC refund tracking, Sagemont can analyze your IRS transcript and notify you of potential delays or rejections by the IRS. Learn more about this new service and get started today: https://www.sagemontadvisors.com/services/wheres-my-erc-refund/

Coming soon! Sagemont Advisors will soon offer Work Opportunity Tax Credit (WOTC) services for employers hiring and retaining individuals from historically disadvantaged target groups.

This initiative aims to foster workforce diversity and create job opportunities for those facing employment barriers while also helping employers save on their taxes.

Follow us for more updates and check out our website to learn more: https://www.sagemontadvisors.com/services/wotc/

Sagemont Advisors is thrilled to announce that we have teamed up with TaxNow to provide "Where's My ERC Refund?" Services.

Intending to provide more transparency regarding ERC refunds, this new service is for businesses seeking immediate answers regarding their ERC claims.

With the ERC backlog remaining at over 1 million Forms 941-X (per the IRS' website), many taxpayers are left wondering when and whether their ERC refund is ever coming. That's where we can help!

Read more about the exciting announcement here: https://lnkd.in/eDt9puC2