5200 Siltstone Loop, Killeen, TX 76542, USA
WHY AND WHAT TO DO?
COPY THE LETTER BELOW...PASTE IT IN YOUR EMAIL.
If you submitted 2 or 200 Jorns cases, we feel it is more effective for you to send this to your client!
Highlight and copy the message below, paste into your email, and send it to clients.
Dear (Client)
If you have received a denial letter from the IRS regarding your claim for the Employee Retention Credit (ERC) for any Quarter 2020 or 2021, please follow the steps outlined below:
Identify the Denial Letter
- The letter will come from the "IRS Internal Revenue Service."
- While it's commonly sent out for 3rd Qt. 2021, we have seen it for any quarters in 2020 and 2021.
- The letter will state: "WE CAN'T ALLOW YOUR CLAIM" and will indicate that your ERC claim for the specified period has been disallowed.
What to Do Next
- Scan all pages of the IRS letter (do not omit any pages, even if they seem unimportant).
- Email all scanned pages to faziz@jornstax.com as soon as possible.
- In your email, please indicate whether the letter was received via Certified Mail or Regular Mail.
What Happens Next?
- Fida Aziz will immediately forward the documents to Jorns' Tax Attorneys.
- Jorns' attorneys will begin the process of appealing the IRS decision.
Required Actions from You!
- You will receive an agreement to sign, authorizing Jorns' Tax Attorneys to represent you and contact the IRS regarding this matter.
- Important: Signing and returning this agreement is crucial to move forward with the appeal process.
- A $150 fee is required to proceed with the appeal.
- Note: The $150 fee is not due until 90 days after the appeal is filed. Extenuating circumstances may be considered if needed.
Ongoing Communication!
- By following these steps, Jorns will be able to assist in appealing the IRS denial and help resolve your ERC claim.
- Thank you for your prompt attention to this matter!
When you receive checks from IRS
- As you begin receiving your checks from the IRS, please scan and email a copy to ar@jornstax.com
- This allows Jorns accounting to finalize the invoice for those specific checks.
- Additionally, to avoid any late fees, kindly remit payment as you receive your Final Invoice.
- Please be aware that the IRS issues ERC refund checks per quarter.
Thank you for your prompt attention to this matter!
(Your Information)
OUR PRIMARY GOAL IS TO HELP YOU HELP YOUR CLIENTS!
Our process is designed to deliver results for you and your clients.
We start each day by checking The Way Communication Portal.
Click the Link below to open The Way Communication Portal form.
Simply complete and submit.
Disability Insurance
Protect your income in case of a disability. Our policies offer short-term and long-term disability coverage, so you can focus on recovery without worrying about your finances.
At The Way, our primary goal is to help our clients.
Protect your home and belongings from flood damage. Our policies cover damage from natural disasters, burst pipes, and other water-related incidents. We can help you find the best coverage for your flood risk.
WHEN A CLIENT ASKED ABOUT THEIR REFUND! HOW DO YOU ANSWER YOUR CLIENTS ABOUT THEIR REFUND?
Take a deep breath...count to ten, stay calm and say...
- We are doing everything in our power.
- We can't call the IRS, but you can, and I will provide you with the instructions.
- Below are Instructions for Contacting the IRS Regarding Your ERC Claim (2020 & 2021 Quarters):
Clients may contact the IRS directly to inquire about their Employee Retention Credit (ERC) claim status. Below are the recommended steps:
Call the IRS: Use the dedicated line at 800-829-4933...Note: It's best to call early in the day for shorter wait times.
Follow the prompts: Option 1, then Option 3...Once connected with a representative:
- Clearly state that you are calling about the Employee Retention Credit (ERC) program.
- Specify the exact quarters you're inquiring about: 2020: Q2, Q3, and Q4 - 2021: Q1, Q2, and Q3
- Ask if all these quarters have been assigned to an IRS Agent
- Provide the business information for verification:
- Business name
- Employer Identification Number (EIN)
- Business address on file with the IRS
- Establish your authority:
- Introduce yourself and state your title
- Inform the agent that you are legally authorized to bind the company and speak on its behalf
- This confirms your authority and allows the agent to access and discuss the file
- Request detailed status updates:
- Ask the representative to review the status of each specific quarter where you have not yet received information.
- If the agent mentions needing IRS Form 8821, clarify that as an officer/owner authorized to bind the company, Form 8821 is not required
- Encourage a thorough review:
- Politely request that the agent dig deeper into the file to provide all available updates.
Remember, it is the IRS...expect long hold times...Be Nice Not Nasty...
WE HAVE NOT ARRIVED...THERE IS STILL WORK TO DO!
Retirement Planning
- Take Immediate Action
Please review the important information provided below and use the link to quickly send a message to your U.S. House Representative. Your voice matters and can make a significant difference. - Reach Out to Your ERC Clients
We also ask that you forward the letter included below to all of your ERC clients to ensure they are informed and supported.
Thank you for your continued partnership and commitment to serving our clients with excellence.
________________________________________________________________________________________(COPY AND SEND TO YOUR CLIENTS)
Dear Friend,
The House Ways and Means Committee is considering tax legislation that could include a proposal to revoke all ERC (Employee Retention Credit claims made after January 31, 2024, as a revenue offset.
To help assist all small business owners who filed after January 31, 2024 we are asking you to please reach out to your U.S. House Representative immediately to request they oppose such an unprecedented retroactive tax increase on taxpayers. It will only take a few minutes.
To make it convenient for you, the link below will direct you to a site that will identify your Member of Congress and help connect you directly with them via email or phone.
https://www.votervoice.net/HIRECoalition/Campaigns/125934/Respond
Oppose Retroactive ERC Legislation House Ways and Means Committee is considering tax legislation that could include a proposal to revoke all ERC claims made after January 31, 2024 as a revenue offset. We are asking you to call the office of your U.S. House Representative...www.votervoice.net
We appreciate your time and are as interested as you are to see all ERC claims processed as quickly as possible.
DO'S AND DONT'S WHEN TALKING WITH ERCG CLIENT!
#1. IF THE CLIENT CONTACTS YOU "LISTEN TO THEM". USE THIS ANSWER BELOW FOR ALL INQUIRIES!
DO EXPLAIN TO THE CLIENT OUR SITUATION USING THIS BELOW...
Mr. Mrs... ____,
I wish I could assist further, but I am not part of the accounting department and do not have insight into their invoicing process, in fact I was unaware of this issue.
The agreement is between you and ERC GUARANTEED...all I can do is direct you to contact them. The contact information is on the email you received with the invoice!
FYI...
Contact Rubi Flores for Assistance:
Rubi Flores
Accounting & Billing, ERC Guaranteed
(773)461-2512 ERCguaranteed.com
Under no conditions is a rep/affiliate to call, email or talk to ANYONE at ERCG with or without a client!
If you feel you must speak to someone enter a message in our Communication Portal at https://shorturl.at/AIWZ0 and we will get back to you.
#2. DO NOT EVER GIVE ANY LEGAL OR ACCOUNTING ADVICE. WHY? SEE EMAIL FROM ONE OF THE ERCG OWNERS!
🚨 Do not, under any circumstances, provide legal or accounting advice.
Why? Refer to the email below from one the ERCG owners for clarification.
Don
You are not allowed to give any legal or accounting advice. Please understand that All you can do is direct them to speak with us.
#3. DO NOT JEOPARDIZE EVERYONE'S COMMISSIONS!
See email below from Orlando Benavides
Tax Credit Advisory Manager - (Legal Liaison to Tax Attorneys),
……, I just spoke to………………. who stated that under your advice he should try to negotiate the interest that we are retaining to compensate our attorney since it is a bonus fee for us. By making these false claims, you are violating your affiliate contract, and any "negotiations" will be deducted from your referral commission. The interest retained is being used to compensate our attorneys, and obviously since your client is holding a check, our expediting services were successful. Also, the only reason why we are even talking about interest is because our attorneys were able to demand the IRS to add this on top of their ERC amounts received. Don, make sure all your reps understand they will be violating their affiliate agreements if this continues to happen, thanks
Orlando Benavides
Tax Credit Advisory Manager - (Legal Liaison to Tax Attorneys),
ONLY IF YOU MUST SEND INFORMATION TO A CLIENT! Copy and paste in email to send to your clients with
Dear (Client)
I wish I could assist further, but I am not part of the accounting department and do not have insight into their invoicing process. in fact, I was unaware of this issue, and we cannot provide legal or accounting advice.
The agreement is between you and ERC GUARANTEED...all I can do is direct you to contact them.
For detailed inquiries, I recommend reaching out to Rubi Flores, who is equipped to provide the necessary guidance.
Rubi Flores Contact Details for Assistance:
Rubi Flores
Accounting & Billing, ERC Guaranteed
rubi@ercguaranteed.com
Website: ERCGuaranteed.com
THE FOLLOWING IS AFFILIATE LOGIN FOR ERC GUARANTEED/IRSPLUS!
https://setc.irsplus.com/affiliate/
Here is your Affiliate login https://setc.irsplus.com/affiliate/
If you don't have this information, you can always google IRSPLUS-affiliate login.
This will bring you to the correct place.
CONTACT INFORMATION FOR ERCG/IRSPLUS CLIENTS
Contact Information for ERCG/IRSPLUS clients
WHAT SHOULD YOU KNOW ABOUT HELPING THEM?
Understanding tax benefits can significantly impact your financial health. At The Way Financial Solutions, we provide insights into tax-saving strategies that can enhance your retirement income. Our experts will work with you to identify the best options that align with your goals and increase your savings.
Smart Investment Strategies
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Dedicated to Your Financial Success
At The Way Financial Solutions, your financial success is our priority. We take the time to understand your unique situation and offer personalized solutions that empower you to reach your goals. Our commitment to service excellence ensures that we are with you every step of the way on your financial journey.
Free Financial Review for New Clients
Take advantage of our free financial review at The Way Financial Solutions. This is an excellent opportunity to evaluate your current financial plan and discover areas for improvement. Our experts will provide valuable insights and recommendations to help you optimize your retirement and insurance strategies.