5200 Siltstone Loop, Killeen, TX 76542, USA
Secure your future with The Way Financial Solutions
OUR MISSION
Integrity, dedication,
Our mission at The Way Financial Solutions is to empower Businesses and their Employees by unlocking the potential of available tax credits. We strive to deliver personalized service and innovative solutions that enhance your financial stability and growth.
Integrity, dedication,
Integrity, dedication,
Integrity, dedication, and client success are at the core of The Way Financial Solutions. We believe in building lasting relationships with our clients and providing exceptional service throughout the process..
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.
At The Way, our primary goal is to help our clients.
Maximize your tax savings with The Way Financial Solutions. Our tax planning experts will help you identify opportunities to reduce your tax liability and optimize your finances.
WHEN A CLIENT ASKED ABOUT THEIR REFUND!
ASSURE YOUR CLIENT WE ARE DOING ALL WE CAN DO!
How do you answer your clients about their refund?
ASSURE YOUR CLIENT WE ARE DOING ALL WE CAN DO!
ASSURE YOUR CLIENT WE ARE DOING ALL WE CAN DO!
- 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...
Why Choose The Way Financial Solutions
Personalized Service
- Take Immediate Action
Please review the important information provided below and use the link to send a message to your U.S. House Representative quickly. 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.
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.
WHAT SHOULD YOU KNOW ABOUT HELPING THEM?
ERC CLIENTS PAYING INVOICES
ERC CLIENTS PAYING INVOICES
ERC CLIENTS PAYING INVOICES
Attention‼️ The following information is for ERC Guaranteed clients only regarding paying their invoice. Please text or email this to all your ERCG clients.
Our Mission
ERC CLIENTS PAYING INVOICES
ERC CLIENTS PAYING INVOICES
Help your clients avoid late fees and high interest!
IMPORTANT NOTE ON PAYMENT OPTIONS
Hi,
I hope this message finds you well. I am reaching out to inform you that the IRS has recently resumed processing Employee Retention Credit (ERC) refunds. As you may be aware, there was a prolonged pause in processing, resulting in a considerable backlog. The positive news is that, while processing remains slow, it is now progressing.
As you begin receiving your checks from the IRS, please be mindful of important information regarding payment timelines. Under the terms of the agreement with ERC Guaranteed (the firm that filed on your behalf), your invoice payment is due within 10 days to avoid late fees. Please note that these fees can be substantial and may increase with further delay. We want to ensure you have this information to help you avoid any unnecessary charges. Thank you for your prompt attention to this matter.
*Additionally, if you receive any correspondence from the IRS, kindly forward it to orlando@ercguaranteed.com to ensure prompt attention and resolution.
Best regards,
[Your Name]
COPY, PASTE, AND EMAIL THIS MESSAGE TO YOUR ERCG CLIENTS
Hi,
I hope this message finds you well. I am reaching out to inform you that the IRS has recently resumed processing Employee Retention Credit (ERC) refunds. As you may be aware, there was a prolonged pause in processing, resulting in a considerable backlog. The positive news is that, while processing remains slow, it is now progressing.
As you begin receiving your checks from the IRS, please be mindful of important information regarding payment timelines. Under the terms of the agreement with ERC Guaranteed (the firm that filed on your behalf), your invoice payment is due within 10 days to avoid late fees. Please note that these fees can be substantial and may increase with further delay. We want to ensure you have this information to help you avoid any unnecessary charges. Thank you for your prompt attention to this matter.
*Additionally, if you receive any correspondence from the IRS, kindly forward it to orlando@ercguaranteed.com to ensure prompt attention and resolution.
Best regards,
[Your Name]
HOW TO REFER CLIENTS TO SETC PROS
Expertise
You could qualify for up to a $32,220 Refund.
To refer clients to SETC Pros, simply share your personal referral link with one of the images.
If you need access to your referral link, please submit a request through The Way Communication Portal. 
Communication Portal <https://shorturl.at/AIWZ0>
You could qualify for up to a $32,220 Refund.
You could qualify for up to a $32,220 Refund.
Have You Received Your Self-Employed Tax Credit Refund? We Have Some Good News for You!
Client Portal Assistance
Client Portal Assistance
If your client needs support accessing or navigating their portal, please provide them with the following information:
Customer Portal:
https://myportal.setcpros.com<https://myportal.setcpros.com/>
Why Choose The Way Financial Solutions?
Step One
https://www.irs.gov/filing/wheres-my-amended-return>
If you clicked on the link and received a message instructing you to call the IRS, this typically indicates that they need to verify your address. Please make the call as soon as possible, as failure to do so may prevent your return from being processed or delivered.
Step Two
If it has been more than 3 months and you have not received your SETC refund:
Please contact the IRS Taxpayer Advocate Service by calling
1-877-777-4778
When speaking with the Tax Advocate, inform them that you are calling regarding the status of your amended return related to the Sick Leave and Family Leave Tax Credit.
Client Support Assistance
Client Support Assistance
f your client needs assistance at any time, they may contact our Customer Support team using the information below: .
Customer Support: (833) 738-2776 or Support@setcpros.com
mailto: Contact@setcpros.com
Customer Portal:
https://myportal.setcpros.com<https://myportal.setcpros.com/>
Affiliate Portal:
myportal.setcpros.com/affiliate<http://myportal.setcpros.com/affiliate>