Why We Help

We are Certified Professional Accountants and financial professionals who believe the Employee Retention Credit (ERC) and other tax credits should be made more easily accessible.

Our Story

The Employee Retention Credit (ERC) and other tax incentive programs should be accessible for everyone. We make that happen.

We believe smarter tax planning should be available for any individuals who are committed to keeping more after-tax dollars in their pockets.

Recent years have brought a number of changes by way of stimulus programs, tax credits, and other incentives. We are dedicated to bringing full use of those programs to as many people as possible.

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Our Vision

Smarter tax planning starts with simpler ways to get the tax planning analysis you need. Cut down on the paperwork and get more tax savings each year.

Our Mission

Each year, countless business owners and individuals do not take advantage of tax incentives available to them. We aim to change that with smarter tax planning for everyone.

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Who We Have Helped With ERC Tax Credits

Vending Machine Industry

If you own or distribute vending machines, were impacted by Covid restrictions, and have W2 employees--you are likely eligIble to receive ERC.

Cannabis Industry

If you operate a business in the Cannabis Industry, were impacted by Covid restrictions, and have W2 employees--you are likely eligIble to receive ERC.

Non Profit Organizations

Nonprofits impacted by COVID-19 restrictions that have W-2 employees are most likely eligible to receive the Employee Retention Credit (ERC).

Bowling Alleys, Arcades & Pool Halls

Arcades, bowling alleys, and pool halls impacted by the covid19 pandemic are likely eligible to receive the ERC.

Private & Parochial Schools

If you operate a business in the education industry, were impacted by Covid restrictions, and have W2 employees--you are likely eligIble to receive ERC.

Construction Companies

If you own a Construction company, were impacted by Covid restrictions, and have W2 employees--you are likely eligIble to receive ERC.

Leisure & Hospitality

If you own a business in the leisure and hospitality industry, were impacted by Covid restrictions, and have W2 employees--you are likely eligIble to receive ERC.

Breweries

If your brewery was affected by a mandated full or partial suspension of operations then you most likely qualify for the ERC.

Chambers

Chambers which paid their employees W-2 wages during the pandemic, and were impacted by the Covid pandemic in 2020 and/or 2021, are likely eligible 
to receive the ERC

Restaurants & Bars

Generally eligible based on shutdowns and other capacity restrictions for doing business. Frequently eligible because of decline in receipts.

Retail Stores

Generally eligible based on shutdowns and other capacity restrictions for doing business. Frequently eligible because of decline in receipts.

Law Firms

Potentially eligible if they experienced partial suspension in operations resulting from a order closing the courts and restricting operations.

Spas, Salons, & Beauty Schools

Frequently eligible due to restrictions in the procedures they could perform, reduced capacity requirements, as well as a decline in receipts.

Entertainment

Generally eligible based on shutdowns and other capacity restrictions for doing business. Frequently eligible because of decline in receipts.

Doctors & Medical Industry

Prosthodontists, chiropractors, plastic surgeons, and others often eligible if suspension of operations prevented you from performing elective procedures.

Startup Businesses

Any business that started after February 15, 2020, with less than $1 million in gross receipts, may be eligible as a Recovery Startup Business for the ERC.

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Individuals and businesses are leaving millions of tax dollars on the table. We want to change that.

Ben Dorsey, CPA/PFS, CFP®, CDFA, MST
PRESIDENT OF STRATEGIC TAX PLANNING
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